Enterprise LOS power.
Independent broker price.

No. You get full access to the Pro plan for 14 days instantly. We don't ask for a credit card until you decide to subscribe. If you don't upgrade, the account simply pauses.

Every time our AI engine extracts data from a financial document (like a W-2, Tax Return, or Bank Statement), it utilizes one credit. Basic manual uploads (like a photo of an ID that you review yourself) do not use credits. The Pro plan includes 100 credits per month.

Yes. To ensure maximum accuracy and speed, individual files are capped at 50 pages per upload. If you have a massive file, we ask that you split it into its specific components (e.g., separate the Tax Returns from the Bank Statements) before uploading.

Your pipelines remain fully active and you can always process documents manually. If you need more automated extractions, you can purchase a 'Booster Pack' (50 credits for $49) directly inside your dashboard. Booster credits roll over and never expire.

Yes. Security is our absolute priority. We utilize bank-grade AES-256 encryption at rest and TLS 1.2+ in transit. Our infrastructure is hosted on SOC2-compliant servers, ensuring your clients' data is fully protected.

You can cancel anytime with one click in Settings. Your pipeline data belongs to you. We provide an 'Export All' function that downloads your entire database to CSV instantly.