Simple, transparent pricing
Pricing built for advisory firms
Stop managing compliance work in spreadsheets and email threads. Start running your practice with software designed for cross-border payment advisory.
Starter
For solo consultants getting established
$59CAD/mo
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30-day free trial · No credit card required
1 user
Up to 5 active clients
10 engagements per year
Full due diligence workflow
Policies, controls & incidents tracking
Regulatory readiness scoring
Invoicing with branded PDFs
5 GB document storage
Email support
Custom report templates
Partner network management
Multi-user collaboration
⭐ Most Popular
Professional
For boutique advisory firms running multiple engagements
$149CAD/user/mo
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30-day free trial · No credit card required
Per user — add seats as you grow
Unlimited clients
Unlimited engagements
Full due diligence workflow
Policies, controls & incidents tracking
Regulatory readiness scoring
Invoicing with branded PDFs
Custom report templates
Partner network management
Knowledge base with full-text search
Multi-user collaboration
50 GB document storage per user
Priority email & chat support
Enterprise
For larger firms with dedicated compliance teams
Custom
Starts at $5,000/mo
10+ users with role-based access
Everything in Professional, plus:
Dedicated account manager
99.9% uptime SLA
Custom integrations (API access)
White-label option
French Canadian (Quebec compliance)
On-premise or dedicated infrastructure
Single sign-on (SSO/SAML)
Compliance attestations (SOC 2, etc.)
Custom onboarding & training
Unlimited document storage
24/7 phone & emergency support
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2FA + AAL2
Built-in authentication
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Canadian Cloud
Data stays in Canada
📋
Audit Logging
Every action tracked
⚡
99.9% Uptime
Monitored 24/7
Frequently asked questions
Everything you need to know about pricing and plans.
Ready to run your practice better?
Start with the 30-day free trial. No card. No commitment. Bring your real work and see what changes.