Pricing that grows with your portfolio
Every plan rolls all your businesses up into one portfolio — your combined revenue, expenses, and every metric you track across every source, with every integration. Higher tiers add more businesses, workspaces, and teammates.
Free
For trying it out on side businesses.
$0
- 1 workspace · 3 businesses
- 5 connected sources
- Every integration + real-time webhooks
- 1 seat per workspace
Most popular
Pro
For a growing portfolio of businesses.
$29/mo
- 3 workspaces, separate · 20 businesses in each
- 25 connected sources + real-time webhooks
- Combine any widgets into your own formulas
- Multi-currency, converted to one reporting currency
- Goals, alerts and Slack / Discord notifications
- 3 seats per workspace
Team
Small teams sharing dashboards.
$79/mo
- 10 workspaces · unlimited businesses
- unlimited connected sources + real-time webhooks
- Everything in Pro, plus:
- Shared workspaces with Owner / Admin / Editor / Viewer roles
- Audit log of every credential and membership change
- up to 10 members per workspace
Cancel anytime14-day refund
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Compare plans
Every plan includes every integration and every feature. The tiers differ only in how much you can track and how many people can see it.
| Plan | Free | Pro | Team |
|---|---|---|---|
| How much you can track | |||
| Businesses per workspace | 3 | 20 | unlimited |
| Workspaces | 1 | 3 | 10 |
| Seats per workspace | 1 | 3 | 10 |
| Connected sources per workspace | 5 | 25 | unlimited |
| How far back you can look | |||
| History | 1 month | lifetime | lifetime |
| What you get — the same on every plan | |||
| Integrations | All | All | All |
| Real-time updates | |||
| Portfolio roll-up | |||
| Manual ledger | |||
| Custom formula widgets | |||
| Full widget library | |||
| Multi-currency | |||
| Full history | |||
| Data export | |||
| Two-factor authentication | |||
| Working with other people | |||
| Role-based access | |||
| Shared workspaces | |||
Pricing questions
Things people ask before they pay.
Can I change plans later?▾
Yes — upgrade or downgrade anytime from the billing portal. Upgrades take effect immediately (prorated); downgrades apply at the next renewal.
What happens if I exceed a plan limit?▾
Nothing is ever locked or deleted — limits only gate CREATING a new workspace or business past your allowance, and you'll get a clear upgrade prompt. No data loss, no surprise charges.
Is the Free plan really free forever?▾
Yes — no card required, no time limit. Free gives you 3 businesses with full webhooks and every integration. We bet you'll outgrow it.
Annual vs monthly — what's the catch?▾
No catch. Annual is just cheaper because we don't have to process 12 charges. You save 2 months of billing.
What payment methods?▾
All major credit/debit cards via Stripe. Apple Pay, Google Pay, and SEPA where supported.
Do you offer discounts?▾
Annual already includes a built-in 2-month discount, and the founding-member discount takes up to 80% off your first year of a paid plan — applied automatically at checkout, no code needed. Education and non-profit discounts on request — email [email protected].