Every plan includes unlimited engagements, unlimited clients, and all core features. Start free without a card, then add one to unlock your full 14-day trial.
Solo advisors & first-year teams
14-day free trial
Established teams ready to scale advisory
14-day free trial
Multi-office practices & partnerships
14-day free trial
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| PRICING | |||
| Monthly | $49 | $149 | $399 |
| Annual | $470 | $1,430 | $3,830 |
| Free trial | 14 days | 14 days | 14 days |
| USAGE & LIMITS | |||
| Uploads per month | 5 | 25 | Unlimited |
| Client engagements | 25 | 100 | Unlimited |
| Practitioner seats | 2 | 8 | Unlimited |
| Trial balance ingestion | All formats | All formats | All formats + API |
| DELIVERABLES | |||
| MD&A drafting | ✓ | ✓ + voice | ✓ + voice + locked |
| Board reports export | PPTX · PDF · DOCX | + White-label | + White-label + custom template |
| AI Audio briefings (2-3 min executive recap) | — | ✓ | ✓ + custom branding |
| Presentations | ✓ | ✓ | ✓ |
| Executive dashboards | ✓ | ✓ | ✓ |
| Financial ratios & analytics | 18 core | 18 core + custom | 18 core + custom + benchmarks |
| COLLABORATION | |||
| Partner review workflow | ✓ | ✓ | ✓ + roles |
| Client-facing portal | — | ✓ | ✓ + white-label |
| Audit trail | Standard | Standard | + external audit export |
| SECURITY & COMPLIANCE | |||
| Encryption in transit + at rest | ✓ | ✓ | ✓ |
| Row-level access control | ✓ | ✓ | ✓ + custom RBAC |
| SSO SAML/OIDC | — | — | ✓ |
| Data residency options | US | US | US · EU · CA |
| Data Processing Agreement | Standard | Standard | Custom |
| SUPPORT | |||
| Support channel | Email + Priority-ready | Priority + Dedicated success manager | |
| Onboarding | Self-serve | Guided (2 hr) | White-glove (unlimited) |
| SLA | 99.5% uptime | 99.9% uptime | 99.95% uptime · custom |
Yes. Plan changes take effect immediately, with prorated billing on the current period. Downgrades keep your data intact — only monthly limits change.
Annual billing saves roughly 20% versus paying monthly on every tier, and locks your rate for the full term.
Fourteen days of full Professional-tier functionality — uploads, ratios, MD&A drafting, board packs, and audit trails. Start free, then add a card to unlock the full 14-day trial.
Yes. Multi-office practices, partnerships, and enterprises with custom deployment, residency, or RBAC requirements are priced per engagement. Book a demo and we'll scope it.
Full export of all engagements, deliverables, and audit trails in standard formats (Excel, PDF, DOCX, JSON). Data retained for 90 days post-cancellation, then permanently deleted.
Book 30 minutes with our founding team. We'll walk you through Fintravo with your own trial balance — no slides, no gatekeeping, no follow-up pressure.
In progress · Q4 2026
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