No Seats. No Tiers.Just Results
The full platform is free for your entire firm. No platform fee, no seat fees, no household tiers.
You pay only for AI usage, so your bill reflects the work the AI actually does.
Start free. No credit card required.
The Full Platform. Free for Your Whole Firm.
The complete platform for managing client relationships comes at no cost. No platform fee, no seat fees, no household tiers.
No per-user fees
Add your whole team at no extra cost
Client Management
- Client & prospect records
- Household organization
- Contact management
Interactions
- Meeting recording & tracking
- Activity logs
- Communication history
Data Management
- Fact entry & management
- Custom fields
- Enterprise security
Document Storage
- Secure document storage
- File organization
- Version control
Workflow Automations
- Task management & assignment
- Opportunity tracking
- Automated reminders & follow-ups
Integrations
- Microsoft Outlook & Teams
- Google Workspace suite
- Fidelity & Schwab (coming soon)
Unlimited
Team members and households
$0
Platform cost, always
100%
Full CRM functionality
No credit card required • Pay only for the AI you use
AI-Powered Features
AI features are powered by credits and billed on usage, so you only pay for the work the AI actually does.
Start with 100 free credits
Every new firm gets credits to try all AI features
AI Email
Content GenerationGenerate personalized client emails based on meeting notes, client context, and your communication style, for follow-ups, check-ins, and client updates.
Learn moreFact Extraction (Documents)
Document ProcessingUpload tax returns, brokerage statements, insurance policies, or estate documents and automatically extract financial data into client records.
Learn moreFact Extraction (Email)
Document ProcessingProcess incoming client emails to automatically extract action items, important facts, and key information into the client record.
Learn moreTask Execution
AutomationAutomate tasks like client follow-ups, complex eligibility analysis, and opportunity tracking with AI-powered workflows.
Learn moreSterling Research
Analysis & InsightsAsk AI questions about specific client situations with full household context. Get instant, researched answers on complex planning scenarios.
Learn moreAI Notetaker
Document ProcessingAutomatically transcribe, summarize, and extract actionable information from meeting recordings: tasks, facts, and summaries.
Learn moreAdvice Engine (All Modules)
Analysis & InsightsGenerate comprehensive advice reports covering tax optimization, investment strategy, estate planning, insurance review, retirement planning, and more.
Learn moreAdvice Engine (Single Module)
Analysis & InsightsRe-run or update a specific piece of advice when a client's situation changes, without regenerating the full report.
Learn moreHow usage-based AI pricing works
- Your firm holds a shared credit balance that powers every AI feature
- Each AI action draws credits based on the work performed. Bigger jobs use more, smaller jobs use less
- No AI usage means no AI charges. You're never billed for features you don't use
- Detailed per-action pricing and a full usage ledger are available in your billing dashboard
What Can You Do With 100 Free Credits?
Your free credits let you meaningfully test all AI-powered features
Generate Advice Reports
Run the Advice Engine on real households and see comprehensive, client-ready recommendations
Automate Your Tasks
Let AI complete complex tasks for you: follow-ups, analysis, and opportunity tracking
Ask Research Questions
Get AI-powered answers to client-specific planning scenarios with full household context
Mix & Match
Try every AI feature, from notetaking to fact extraction, and see which fits your workflow
How It Works
Simple, transparent pricing that grows with your practice
Start Free
Get the full platform free for your whole firm. No credit card required to get started.
Test AI Features
Try AI-powered features with your 100 free credits. Experience the value firsthand.
Top Up Credits
Buy credits when you need them, one time or with auto-reload. No subscription, no tiers, no seats.
Pay for Value
AI features are usage-based, so you're only charged for the AI work you actually use.
Frequently Asked Questions
Everything you need to know about our pricing
The platform itself is free for your entire firm. There is no platform fee, no per-seat pricing, and no household tiers. The only thing you pay for is AI usage, billed through a simple credit system.
Start Free Today
Get the full platform free for your whole firm, plus 100 free credits to experience our AI-powered features
100 free credits included • No credit card required