Choose a plan that suits your needs.

Community

Connect with other professionals and build private networks around your resources.

Features
Network with Members
Network with Companies
Get invited to join and collaborate in Workspaces
Get invited to join Companies and view financial analytics

Workspaces

Track collaboration, task management, and document sharing with an immutable audit trail.

Features
Everything in Community
Create unlimited Workspaces*
Invite other members to join and collaborate within your Workspaces**
*Limited by storage capacity.
**1 free collaborator per Workspace. Additional Collaborators requires Teams purchase.
**5 free Capsules per every 10GB purchased.

Companies

Connect your accounting software and watch the data instantly transform into actionable insight.

Features
Everything in Community
QuickBooks Online
Microsoft Excel
Automated Financial Analytics
20 Refreshes per Company per month
Invite other members to join your Companies and view financial analytics*
*1 free collaborator per Company. Additional collaborators requires Teams purchase

Teams

Unlock the value of the community and invite other members to collaborate.

Features
Invite other members to join and collaborate in your Workspaces
Invite other members to join your Companies and view financial analytics
Note: Collaborators can be invited to join all of your Workspaces and all of your Companies