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We have three plan options for Professional Advisers. Select the plan that is right for you and start your 30-day trial.

Not quite ready to sign-up yet? Take the tour.

Essentials

£100+VAT

per month, billed monthly

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Client Dashboard

Cash Flow Forecast

Cash Short Predictor

Action Alerts

Mobile View

Auto Sync

(Xero, FreeAgent and QuickBooks)


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Up to 10 clients

Up to 10 users

Up to 1 guest per entity 


Business

£250+VAT

per month, billed monthly

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All Essentials features plus

Budget Planner

(*Currently Xero users only)

Access to Advanced Features

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Up to 50 clients

Unlimited users

Up to 1 guest per entity


RECOMMENDED

Enterprise

£500+VAT

per month, billed monthly

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All Business features plus


The cost effective solution for larger advice firms 

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Up to 200 clients

Unlimited users

Up to 1 guest per entity