Every tier starts with a 14-day trial, no card required. AI actions and document processing are capped during the trial.
For complex balance sheets — multiple properties, portfolios, private funds, entities.
Nothing is charged automatically. If you don't pick a tier, the workspace becomes read-only so your data stays intact until you decide.
Yes. Advisor seats are scoped by role, and every action they take is recorded in the audit log.
That lives on our sister product, Coinkin, and uses the same account if you want both.