Simple, transparent pricing
Choose the plan that fits your practice. The Paid plan includes connected financial accounts, AI document parsingComing soon, IRS transcript pullsComing soon, full document signing, and unlimited team members — flat-rate, no per-seat charges.
Try AdvisoryFlow free — perfect for getting started
- 1 user
- 100 active clients
- 102 MB storage
- 3 document templates
- 5 AI document parses / month
- Manual workflows
- Community support
- Document signing
- Team management
- Connected financial accounts
- IRS transcript pulls
For growing practices that need full team and document tooling
- Unlimited team members
- Unlimited active clients
- 50 GB storage
- Unlimited document templates
- 100 connected financial accounts / month
- 100 AI document parses / month
- 20 IRS transcript pulls / month
- Document signing & multi-signer workflows
- Team collaboration tools
- Firm branding & email theming
- Priority support
For large firms with custom needs
- Custom client limits
- Custom storage limits
- SSO & IP allowlists
- White-label options
- Dedicated account manager
- Custom integrations
- On-site training
- Custom SLA
Compare plans
See what's included in each plan and choose the one that best fits your practice needs.
| Feature | Free | Paid | Enterprise |
|---|---|---|---|
| Active Clients | 100 | Unlimited | Custom |
| Storage | 102 MB | 50 GB | Custom |
| Document Templates | 3 | Unlimited | Unlimited |
| Document Signing | — | Multi-signer | Custom |
| Workflow Automation | Manual only | Advanced + Multi-signer | Custom |
| Email Integration | System-branded | Own domain | Custom |
| Connected Financial Accounts | — | 100/mo | Custom |
| AI Document Parsing Coming soon | 5/mo | 100/mo | Custom |
| IRS Transcript Pulls Coming soon | — | 20/mo | Custom |
| Team Management | — | ||
| Firm Branding | — | White-label | |
| Audit Logs & Exports | Basic | Advanced | Custom |
| Support | Community | Priority | Dedicated |
Add-on packages
Need more capacity? Stack a single add-on on top of the Paid plan to lift your monthly quotas. Pick one tier — switch any time, no overages.
Extra capacity for growing practices
- +100 connected financial accounts / mo
- +100 AI document parses / moComing soon
- +20 IRS transcript pulls / moComing soon
More headroom as your client base scales
- +200 connected financial accounts / mo
- +200 AI document parses / moComing soon
- +40 IRS transcript pulls / moComing soon
Top-tier capacity for established firms
- +500 connected financial accounts / mo
- +500 AI document parses / moComing soon
- +100 IRS transcript pulls / moComing soon
Add-ons are managed inside your billing settings. Switch tiers any time — proration is handled automatically.
Frequently asked questions
Everything you need to know about our pricing.
Can I change plans later?
Yes! You can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate any charges or credits.
How do add-ons work?
The Paid plan comes with monthly quotas for connected financial accounts, AI document parsesComing soon, and IRS transcript pullsComing soon. If you need more capacity, attach a single add-on package — it stacks on top of your base quotas. You can swap or remove the add-on at any time from billing settings, and there are no overage charges: quotas are hard limits.
What is a connected financial account, and how is it counted?
A connected financial account is one institution linked for one client. If a client has accounts at Chase, Fidelity, and Vanguard, that's three connected accounts. You're billed monthly for each active connection — disconnecting an account stops billing for it immediately.
Do unused quotas roll over to the next month?
No — quotas reset at the start of each billing cycle. We intentionally set quotas to cover typical advisor workflows with significant headroom.
Can I downgrade if I'm not using all my quota?
Yes. You can change plans at any time, and we'll prorate the difference on your next invoice.
What happens if I exceed my plan limits?
We'll notify you when you're approaching your limits. You can upgrade your plan or contact us to discuss custom limits for Enterprise plans.
Do you offer discounts for annual billing?
Yes! Annual billing saves you up to 10% compared to monthly billing. You'll see the discount automatically applied when you select annual billing.
What payment methods do you accept?
We accept all major credit cards. Enterprise customers can also pay via invoice with net 30 terms.
Is there a free trial?
Our Free plan is always free — no trial period needed. You can start using AdvisoryFlow immediately and upgrade when you're ready for document signing, team management, and higher quotas.
Ready to get started?
Start with our free plan and upgrade as your practice grows. No credit card required.