Free to try on one real question, $149 a month for working professionals, $399 for unlimited research. No demo call, no quote request: our pricing is public.
Every plan includes all seven tools at full quality (TaxIQ in beta). Annual billing is two months free: pay for ten months, use twelve. No other discounts exist.
one-time trial, no card required
See the real thing
or $1,490/yr — 2 months free
Less than one consultant hour
or $3,990/yr — 2 months free
For heavy caseloads and firms
Paid plans renew on your chosen term, monthly or annually (two months free), until canceled. Cancel anytime in Settings, in two clicks; you keep access through the period you paid for. All purchases are final. No credit card required to start.
Built for: private companies, public companies, advisory and consulting, audit teams.
One session is one thread on one question. Ask follow-ups, request tables, push back on an answer: all part of one research session. On paid plans, memos, disclosures, policies, and schedules never count.
Interrogate the answer as long as you need. The session ends when your question is settled, not when a meter runs out.
Memos, disclosures, policies, and schedules are unlimited on Professional and Enterprise. Sessions meter research, not the documents that follow it.
Professional includes 20 research sessions a month. Run out mid-month: upgrade to Enterprise for unlimited sessions, or wait for the monthly reset.
The free plan's single session never resets. It exists so you can judge a full cited, verified answer on a question you actually have.
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Plans differ on volume, not capability. The full platform ships on the free plan too: one session and a handful of drafts, Word and Excel export included.
The Free plan is $0 and includes one full cited research session plus drafts in each tool to try: one memo, one disclosure, one policy, and two schedules. Professional is $149 per month, or $1,490 per year (two months free), with unlimited memos, disclosures, policies, and schedules plus 20 research sessions each month. Enterprise is $399 per month, or $3,990 per year, with unlimited research sessions and priority support. No credit card is required to start.
Yes. The free plan is a one-time trial with no credit card required: one full research session, cited and verified, plus one memo, one disclosure, one policy, and two schedules, with Word and Excel export. It never converts to a paid plan on its own; upgrading is always an explicit choice.
A research session is one thread on one question. Ask follow-ups, request tables, push back on an answer: all part of one research session, and none of it counts as a new session. On paid plans, memos, disclosures, policies, and schedules never count against sessions either.
Session counts reset on the 1st of each month, so you can wait for the reset or upgrade to Enterprise for unlimited research sessions. Either way, memos, disclosures, policies, and schedules stay unlimited, so running out of sessions never blocks the documents you are already drafting.
Professional is $1,490 per year and Enterprise is $3,990 per year: twelve months for the price of ten, the only discount we offer. Monthly and annual plans are otherwise identical. Paid plans renew on your chosen term until canceled; cancel anytime in Settings and you keep access through the period you paid for.
Yes. Every plan includes all seven tools at full quality: ResearchIQ, FilingsIQ, MemoIQ, DisclosureIQ, PolicyIQ, ScheduleIQ (new), and TaxIQ (beta). Plans differ on volume: how many research sessions you get, and whether memos, disclosures, policies, and schedules are metered or unlimited.
Volume and workflow. Professional includes 20 research sessions a month, follow-ups never count, plus unlimited memos, disclosures, policies, and schedules, autopilot memo builds and AI review, and auditor comments answered in redlines. The free plan is a one-time trial sized to judge the output on one real question.
Unlimited by policy, with a fair-use backstop that exists to keep the service dependable, not to meter you. Heavy caseloads are the point of the plan: if you clear dozens of technical questions a month, Enterprise is priced for exactly that.
Yes. Cancel anytime in Settings, in two clicks; you keep access through the period you paid for. Paid plans renew on your chosen term, monthly or annually, until canceled. All purchases are final.
No. The only discount is annual billing: two months free on Professional ($1,490 per year) and Enterprise ($3,990 per year). No launch promotions, no expiring coupons: the price on this page is the price.
More questions: the full FAQ. Comparing tools: the wider AI technical accounting software landscape. Anything else, contact us.
No credit card required. Treat the output as a research starting point, not professional advice.