7-day free trial. No card required.

Works inside Claude, ChatGPT and Copilot

Client-ready reports with your name on them (on the Advisor plan)

Unlimited clients, no per-client fees

Start free, plans from $49/mo

A free login includes 5 AI questions and a 7-day trial. Then Developer $49/mo, or Advisor $99/mo or $89/mo billed annually.