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Foundational
To get started
$16,000 / year
Key Features include:
Multi Entity General Ledger
Up to 10 entities
Consolidated reporting
Ownership chart
Banking
15,000+ bank connections
Banking reconciliation
Rules based classifications
Reporting
Dashboard builder
Custom views
Widget creator
Compliance
SOC II Type 2 compliant
Role based permissioning
Up to 3 users
Available Add Ons
Budgeting
Accounts Payable
Additional Users
Enterprise
To scale
$40,000 / year
All features of Foundational plus:
Multi Entity General Ledger
Up to 50 entities
Custom report writer
Multi dimensional
Accounts Payable
Vendor management
Approval workflows
Check printing + ACH
Document Vault
AI-powered invoice scanning
Unlimited document storage
Attach documents to audit trail
Available Add Ons
Collections
Investments
Multi Family Office
Institutional
To endure for generations
Custom
All features of Enterprise plus:
Multi Entity General Ledger
Unlimited Entities
Bespoke report creation
Custom feature requests
Integrations
Integrations as a service
Custom build outs
Preferred partner program
Collections
Comprehensive asset catalog
Manage appraisals + insurance
Partial ownership tracking
Investments
Investments data GL flow through
Performance reporting
Investments dashboards
Feature comparison
Corporate Card
Corporate liability charge card
20x higher credit limits
Card issuing controls
Category and vendor controls
Expense policy enforcement
| Feature comparison |
Foundational Get Started |
|---|---|
| General Ledger | |
| Multi-entity | 5 entities included |
| Consolidated reporting |  |
| Entity map | |
| Custom dimensions |  |
| Inter-company activity | |
| Custom report writer | |
| Banking | |
| 15,000+ banking connections | |
| Banking reconcilliation | |
| Rules-based categorization | |
| Reporting | |
| Dashboard builder | |
| Widget creator | |
| Custom views | |
| Accounts Payable | |
| Vendor Management | |
| Approval workflows | |
| Check printing + ACH | |
| Document vault | |
| Secure storage | 10GB |
| AI-powered invoice scanning | |
| Entity mapping | |
| Integrations | |
| Basic prebuilt integrations | Available to add-on |
| Premium prebuilt integrations | |
| Custom integrations | |
| Compliance + Users | |
| Users included | 1 |
| Role-based permissioning | |
| SOC 2 Type II Compliant | |
Level up to the only modern, all-in-one family office platform.
Begin your journey with our team today.
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.