No Seats. No Tiers.Just Results
Start free. No credit card required.
Always free
Free
The full Sterling platform for your whole team. No card required, no trial clock.
$0/month
Unlimited users, unlimited households.
Everything in the platform
- Unlimited users and client households
- CRM
- Financial planning tool
- Tax scenario tool
- Task management
- Workflow management
- Document storage
- Fact system
Free, plus AI
RecommendedSubscription
A monthly package of AI credits for your entire firm. $1 per credit.
$95/month
Plus 3% processing.
Everything in Free, plus...
- AI-generated financial plans
- AI-generated emails
- AI notetaker and summaries
- AI fact extraction
- AI tax scenarios
- AI command center
- AI research
Add on any time
Overage credits
A reserve that keeps your team running after the month's package is spent.
$1.50/credit
Plus 3% processing.
How overage credits work
- Never expire
- Used automatically once the month's package credits are gone
- Buy overage credits only when you need them
- Kept on your account if you switch to Free, and usable again when you subscribe
Package credits are spent first each month. Overage credits are used automatically once the package runs out.
Cancel or change your package at any time. Processing is 3% on every charge.
What Your AI Credits Power
Every AI feature draws from your firm's shared credit balance. Bigger jobs use more credits, smaller jobs use less, and no AI usage means no AI charges.
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 It Works
Simple, transparent pricing that grows with your practice
Start Free
Get the full platform free for your whole firm. No credit card, no trial clock.
Pick a Package
Choose a monthly AI credit package sized to your usage. Change or cancel it whenever you like.
Add Overage If Needed
Busy month? Overage credits kick in automatically once the package is spent, and they never expire.
Pay for Value
Every AI action draws from your firm's credits, so your bill reflects the work the AI actually does.
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: a monthly credit package sized to how much AI your firm uses, plus overage credits if you need more.
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