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Pricing

From first quote
to full book.

Start free, no card. Pay per user when your team needs more. No seat minimums.

Free

$0

Free forever, no card

For MSP teams getting started on live PSA data.

  • Live ConnectWise + HaloPSA sync
  • Live distributor pricing
  • Quote builder, client portal, and e-signature
  • Unlimited seats and clients
Start for free

Max

$99

Per user/month, billed monthly

For MSPs that need advanced controls and data residency.

  • Advanced access permissions
  • Data residency
  • Guided migration
  • 10,000 workspace credits/mo
Continue with Max

Compare plans

Everything, line by line.

$0 per user/month,
free forever
$99 per user/month,
billed monthly

Credits

Seat credits
100 per user/mo
1,000 per user/mo
Workspace credits
250 per workspace/mo
10,000 per workspace/mo
Add workspace credits
+ 5,000/month
Not included
$85/mo
+ 10,000/month
Not included
$150/mo
+ 25,000/month
Not included
$330/mo
+ 50,000/month
Not included
$595/mo

Workspace

Seats
Unlimited
Unlimited
Clients
Unlimited
Unlimited
Quote templates
Up to 3
Unlimited

Quoting

Quote builder
Included
Included
Client portal + e-signature
Included
Included
Live distributor pricing
Included
Included
Remove “Sent with Scopable”
Not included
Included
Approval workflows
Included
Included

AI and automation

AI Assistant
Included
Included
Meeting transcription
Not included
Included
Draft quotes from meetings
Not included
Included
Slack + Teams notifications
Not included
Included
Workflow automation across PSA + M365
Not included
Included

Assessments, GRC and QBRs

Roadmap generation
Included
Included
Standard assessments
Included
Included
QBR decks
Included
Included
Compliance evidence vault
Included
Included
AI client health
Not included
Included

Integrations

Included
Included
Included
Included

Security and admin

Access permissions
None
Advanced
Audit log
Not included
Included
Single sign-on (Google, Entra ID)
Not included
Included
Data residency
Not included
Included

Support

Help center
Included
Included
Chat and email
Included
Included
Priority support
Not included
Included
Guided migration
Not included
Included

FAQ

Quick answers.

Which plan is right for me?

Free gets your whole team quoting, assessing, and running QBRs on live PSA and distributor data, with the REST API and MCP server included. Pro adds AI client health, meeting-to-quote AI, workflow automation, SSO, priority support, and more credits. Max adds advanced permissions, data residency, guided migration, and the most credits.

Is there a seat minimum?

No. Buy one seat or fifty. You pay per active user, and you can add or remove seats any time.

How do credits work?

AI features like the Assistant and meeting transcription spend credits. All credits pool at the workspace level: each seat adds its monthly credits to the pool, on top of the workspace's base credits, and anyone on the team can use them. Need more? On Pro or Max, add a monthly credit pack.

Is there a free trial?

The Free plan doesn't expire and needs no credit card. Upgrade when you outgrow it.

Where's my data stored?

US East by default. EU and Canada data residency is available on Max. We have not completed a SOC 2 Type II audit, and we say so on our Trust Center rather than implying otherwise.

Start free. Upgrade when it pays for itself.

Plug in your PSA, import your price book, and quote something today. No card.