Basic

$ 29
per month

3 Users
Manual Refreshing
Local Files & Uploads
Cloud Service Integrations
Dashboards
PDF Download
Email Support
Database Integrations
Client Management
Advanced Functions
Data Export
Delivery
Dynamic Filtering
Dashboard Template Designer
Presentations
Onboarding Assistance
Branding
Embedding
White Labeling
Client Group Admin

Small Business

$ 99
per month
or $89/month billed annually

10 Users
Daily Refreshing
Local Files & Uploads
Cloud Service Integrations
Dashboards
PDF Download
Chat Support
Database Integrations
Client Management
Advanced Functions
Data Export
Delivery
Dynamic Filtering
Dashboard Template Designer
Presentations
Onboarding Assistance
Branding
Embedding
White Labeling
Client Group Admin

Standard

$ 199
per month
or $179/month billed annually

30 Users (Free User Bundle)
Daily Refreshing
Local Files & Uploads
Cloud Service Integrations
Dashboards
PDF Download
Chat and Dedicated Rep
Database Integrations
Client Management
Advanced Functions
Data Export
Delivery
Dynamic Filtering
Dashboard Template Designer
Presentations
Onboarding Assistance
Branding
Embedding
White Labeling
Client Group Admin

Client Reporting

$ 599
per month
or $539/month billed annually

80 Users (2 Free User Bundles)
Hourly Refreshing
Local Files & Uploads
Cloud Service Integrations
Dashboards
PDF Download
Chat and Dedicated Rep
Database Integrations
Client Management
Advanced Functions
Data Export
Delivery
Dynamic Filtering
Dashboard Template Designer
Presentations
Onboarding Assistance
Branding
Embedding
White Labeling
Client Group Admin

Need More?

Special pricing – Higher Education, Non-Profits? Contact us for Special Discounts

ADD-ONS

User Bundle

10 additional users for $100/month.

FAQ ABOUT PRICING

What is a user?

A user is anyone who you invited to the team with a separate email address.

Can I change my plan at any time?

Of course! You’re free to upgrade, downgrade, or delete your account whenever you’d like.

What if I decide to cancel?

You can delete your account whenever you’d like, but we’ll be sorry to see you go! The subscription will last until the end of the current monthly billing cycle.

How can I get a refund?

You can cancel your subscription at any time. If you’re not satisfied for any reason within 30 days, you get a full refund, period, no questions asked. But we cannot issue refunds or credits for partial use of service or the amount of time left in your subscription after 30 days.