Starter
For founders and small teams getting organized.
Basic workspace
CRM
Invoices
Documents
Basic reports
AI trial
Pricing
Start small. Add controls as you grow.
Begin with a workspace for clients and invoices, then add team workflows, accounting controls, integrations, and enterprise governance.
Explore starter
Team
For teams connecting operations and client workflows.
Multi-user workspace
Proposals
Projects
Client portal
Automations
Analytics
Accounting
For teams that need a proper accounting core.
Chart of accounts
Journals
AR/AP
Payments
Reconciliation
Audit trail
Enterprise
For stronger governance, identity, and isolation needs.
SSO
Advanced roles
Tenant isolation
Custom localization
Priority support
Advanced audit
Deep product detail
What this page covers in practice
Plan ladder
Pricing should map to business maturity: workspace first, team workflows next, ledger controls when needed, enterprise isolation later.
Free evaluation
Team collaboration
Accounting controls
Integration depth
SSO later
Tenant isolation later