SIMPLE, TRANSPARENT PRICING

One tier for every stage of your practice.

Every plan includes unlimited engagements, unlimited clients, and all core features. Start with a 15-day free trial — no card required.

Starter

Solo advisors & first-year teams

$249/month

15-day free trial

5 uploads
MD&A drafting
Board reports
Email support

Start free trial

Professional

Established teams ready to scale advisory

$625/month

15-day free trial

25 uploads
Everything in Starter, plus
AI Video generation
Priority-ready escalation

Start free trial

Enterprise

Multi-office practices & partnerships

$1,499/month

15-day free trial

Unlimited uploads
Everything in Professional, plus
Priority support
Custom deployment options
Dedicated success manager

Contact sales

FULL COMPARISON

Every feature, every plan.

Fintravo plan comparison across pricing, usage, deliverables, collaboration, security, and support
Feature	Starter	Professional	Enterprise
PRICING
Monthly	$249	$625	$1,499
Annual	$2,400	$6,000	$14,400
Free trial	15 days	15 days	15 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 Video generation	—	✓	✓ + 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	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

QUESTIONS

Pricing, answered.

Can we upgrade or downgrade at any time?

Yes. Plan changes take effect immediately, with prorated billing on the current period. Downgrades keep your data intact — only monthly limits change.

Do you offer discounts for annual billing?

Annual billing saves roughly 20% versus paying monthly on every tier, and locks your rate for the full term.

What is included in the free trial?

Fifteen days of full Professional-tier functionality — uploads, ratios, MD&A drafting, board packs, and audit trails. No card required to start.

Do you offer custom pricing for larger organizations?

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.

What happens to my client data if I cancel?

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.

STILL EVALUATING?

See it work with your own numbers.

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.

Book a demo →Or start free trial

SOC 2 Type II

In progress · Q4 2026

Encrypted end-to-end

TLS 1.3 · AES-256

GAAP + IFRS aligned

Reviewed by practicing CPAs

Audit trail on every figure

Source-to-output provenance