What happens when my free trial ends?
When your 7-day, 30-statement free trial ends, your account automatically moves to the Pay as you go plan. This lets you keep processing submissions without choosing a fixed plan upfront.
Pricing
Pricing that fits every stage of growth.
Start simple with usage-based pricing, or talk to sales about fixed pricing that can reduce submission costs by up to 60% as your volume grows.
Avg. deal volume per month
0
100
200
300+
Pay as you go
$199/month
Start Free TrialGet started with a 7-day, 30-statement free trial. Cancel any time.
- Deal submissions ($6.99 per deal ¹)
- Dashboard
- Automated funder matching
- Automated bank scrubbing
- Funder matching breakdown
- Bank scrubbing breakdown
- Deal control
- Deal tracking
- Dedicated customer support
Volume based
Fixed pricing
Talk to SalesTalk to our sales team to discuss larger volume and fixed cost.
- Deal submissions
- Dashboard
- Automated funder matching
- Automated bank scrubbing
- Funder matching breakdown
- Bank scrubbing breakdown
- APIs and webhooks
- Third-party integrations
- Custom integrations (Additional)
- Deal control
- Deal tracking
- Dedicated customer support
- Custom integration support
- 1:1 onboarding tour
Our brokers finally spend their day selling instead of chasing statements, applications, and funder matches.
Amy C.
Managing Partner
Pricing questions
Everything you need to know about billing.
Can I cancel my free trial?
Yes. You can cancel your free trial any time from the billing page in your dashboard. If you cancel before the trial ends, your account will not automatically move to the Pay as you go plan.
How does Pay as you go pricing work?
Pay as you go is designed for teams that want flexibility without committing to a fixed monthly volume. You pay based on the plan details shown on the pricing page and can keep processing submissions as your deal flow changes.
How do fixed pricing plans work?
Fixed pricing plans are available by talking to sales. They are built for teams with higher or more predictable submission volume and can reduce submission costs by up to 60% compared with Pay as you go pricing.
Can I upgrade or downgrade my plan?
Yes. You can upgrade or downgrade your plan any time by talking to sales. This is useful when your submission volume changes and you want to move between Pay as you go and a fixed pricing plan.
Can I cancel my subscription?
Yes. You can cancel your subscription any time from the billing page in your dashboard. Your subscription will remain active until the end of the current billing cycle, and you can continue using the platform until then.
Do I need to talk to sales to get started?
No. You can start the free trial and continue on Pay as you go without talking to sales. You only need to talk to sales if you want fixed pricing, custom integrations, onboarding support, or volume-based savings.
What is included in Pay as you go versus fixed pricing?
Both plans include the dashboard, automated funder matching, automated bank scrubbing, reporting, deal tracking, and dedicated support. Fixed pricing adds higher-volume benefits such as APIs, webhooks, integrations, onboarding, and custom integration support.