| Features | Solo | Team | Team Plus | Enterprise |
|---|---|---|---|---|
| Number of seats (users) | 3 | 15 | 30 | Unlimited |
| Cost per user | $5.00 | $3.93 | $3.30 | - |
| 30 day free trial | - | |||
| Number of company goals | 4 | 10 | 15 | 25 |
| Number of teams | 1 | 10 | 35 | Unlimited |
| Objective levels | 2 | 5 | 7 | Unlimited |
| Xero Integration | ||||
| Daily API calls | 100 | 1000 | 1000 | 1000 |
| Data Storage | 150MB | 200MB | 250MB | 1000MB |
| Help Desk | ||||
| Onboarding session | ||||
| Training session | 1 | 2 | ||
| Integration setup | 1 | 1 | ||
| Plan transition |
| Solo |
|---|
| 3 users (seats) |
| 4 company goals |
| 1 team |
| 100 Daily API calls |
| Help Desk |
| Onboarding Session |
| Team |
| 15 users (seats) |
| 10 company goals |
| 10 teams |
| Xero Integration |
| 1000 Daily API calls |
| 24/7 Support |
| 1 x Training Session |
| 1 x Integration Setup |
| Team Plus |
| 30 users (seats) |
| 15 company goals |
| 35 teams |
| 7 objective levels |
| Xero Integration |
| 100 Daily API calls |
| Full Customer Support |
| 2 x training sessions |
| 1 x integration setup |
| Enterprise |
| Contact us for a fully customised solution |
| Optional Addons | |
|---|---|
| Training Sessions | $79 per session |
| Integration Setup | $399 |
| Plan Transition | $499 |
| Full Implementation Package (Includes integration, 1 x plan transition and 3 x training sessions) | $990 |
| Optional Addons |
|---|
| Training sessions - $79 ea |
| Integration setup - $399 ea |
| Plan transition - $499 ea |
| Full implementation package - $990 |
| Additional Seats | ||||
|---|---|---|---|---|
| 5 Users | $25 /month | $20 /month | $17 /month | - |
| 10 Users | $34 /month | $39 /month | $33 /month | - |
| 15 Users | $43 /month | $59 /month | $50 /month | - |
| 20 Users | $50 /month | $79 /month | $66 /month | - |
| 25 Users | $60 /month | $98 /month | $83 /month | - |
| Additional Seats |
|---|
| 5 users - From $16.50 p/m |
| 10 users - From $33 p/m |
| 15 users - From $42.86 p/m |
| 20 users - From $50 p/m |
| 25 users - $59.52 p/m |
| Optional Addons | |
|---|---|
| Training Sessions | $79 per session |
| Integration Setup | $399 |
| Plan Transition | $499 |
| Full Implementation Package (Includes integration, 1 x plan transition and 3 x training sessions) | $990 |
| Additional Seats | |
|---|---|
| 5 Users | $75 |
| 10 Users | $125 |
| 15 Users | $175 |
| 20 Users | $225 |
| 25 Users | $275 |
| Optional Addons |
|---|
| Training sessions - $79 ea |
| Integration setup - $399 |
| Plan transition - $499 |
| Full implementation package - $990 |
| Additional Seats |
|---|
| 5 users - $75 |
| 10 users - $125 |
| 15 users - $175 |
| 20 users - $225 |
| 25 users - $275 |
We have custom plans built directly for advisors and consultants looking to build out plans for mutliple clients. Learn more about our multi-tenancy plans below.
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