Pricing
Everything you need to
stick to the Master Plan
Start your 30-day free trial today.
Essential features, perfect to help get started with smaller capital programs, with standard reporting.
Enhanced program and financial management features and reporting suitable for medium sized capital programs.
Advanced features and personalized service and enterprise security for larger teams and capital programs, with customized analytics & reporting.
General Features
Number of Users
Unlimited
Unlimited
Unlimited
Microsoft 365 single sign-on
User Roles & Permissions
Standard roles
Standard + 3 additional roles
Unlimited
Document & Files management
Project Only
Unlimited
Records filtering & exporting
Fund Management
Fund sources
1 fund source
Unlimited
Unlimited
Manage series, issuances, and interest
Track expenses by Series
Program workspaces
1 programs
2 programs
Unlimited programs
Financial Management
Budget templates, categories & object codes
Capital allocations
Budget modifications & transfers
Budget Snapshots
Transaction / Expense management
Cost Forecasting
Commitment Management
Contracts, Service Agreements & POs
Stakeholder management
Collaboration & Correspondence
Meeting minutes
Program and project risk registers
Business Intelligence & Reporting
In-App Analytics & BI
Standard, pre-built reports & dashboards
10 custom reports & dashboards
20 custom reports & dashboards
Paginated, exportable reports
Up to 5 reports
Up to 10 reports
Additional Analytics & Reports
Available at an additional cost
Available at an additional cost
Available at an additional cost
Basic plan
$96 /year
Basic features for up to 10 employees with everything you need.
Business plan
$192 /year
Advanced features and reporting, better workflows and automation.
Enterprise plan
$384 /year
Personalised service and enterprise security for large teams.
User access
Basic features
Saved reports
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history
$2,998/yr per $1M capital under management
Essential features, perfect to help get started with smaller capital programs, with standard reporting.
This includes...
Access to all basic features
Unlimited users
Essential financial management features
Manage 1 capital fund source
1 Program workspace
Standard, pre-built in-app BI analytics and dashboard
Get started
$504/yr per $1M capital under management, up to $100M
Enhanced program and financial management features and reporting suitable for medium sized capital programs.
Everything in our Essentials plan plus....
Manage unlimited capital fund sources
Track expenses by fund series or issuance
2 Program workspaces
Advanced in-app analytics - 10 custom reports & dashboards
Up to 5 custom paginated reports
Budget snapshots
Cost forecasting
Project document managment
Program and project risk registers
Meeting minutes
Get started
Popular
$320/yrper $1M capital under management, up to $250M
Advanced features and personalized service and enterprise security for larger teams and capital programs, with customized analytics & reporting.
Everything in our business plan plus....
Unlimited Program workspaces
Advanced in-app analytics - up to 20 custom reports & dashboards
Up to 10 custom paginated reports
Unlimited individual data
Unlimited document management
Dedicated customer success manager
Get started
Start your free trial
Take control of your capital improvement programs, instead of them controlling you.