Pricing

Three tiers. Every one built for a vertical-specific workflow.

Medical offices, RCM companies, dental practices, law firms, HVAC and home services, insurance agencies, small property managers, solo RIAs, and accounting firms start here. We start at the workflow you already run by hand — then automate it against email, SMS, calendar, and CRM.

Wave-2 channels (Stripe, QuickBooks, DocuSign, vertical-specific wedges) unlock on the Scale tier.

Starter
Solo practitioners getting started with one repeatable vertical workflow
$497/mo
  • Solo practitioner legal intake — matter-type tagging and intake triage across email, SMS, and CRM
  • Single-provider dental or medical practice — appointment recall and patient follow-up cadence via email, SMS, and calendar
  • Solo insurance agency (1–2 agents) — renewal-outreach reminders and appointment prep routed through email and CRM
  • Daily-run audit log and run history per workflow
Get started
Growth
2–5-attorney firms, multi-provider practices, and small RCM shops scaling past one workflow
$997/mo
  • Three concurrent matter or claim workflows routed across email, SMS, calendar, and CRM
  • Weekly ROI snapshot measured against a specific vertical baseline (RCM denial-recovery, legal intake-to-matter, dental recall rate, or lease-renewal)
  • Two-provider property manager / multi-location small practice — paired renewal and tenant-communication workflows
  • Priority support with a named escalation contact during business hours
Get started
Most popular
Scale
Multi-location property managers, regional dental groups, and RCM companies
$1,997/mo
Wave-2 unlocked
  • QuickBooks bookkeeping end-to-end — Stripe charges sync nightly into QuickBooks journals under a per-tier mapping, no spreadsheet babysitting
  • Wave-2 channels unlocked alongside Stripe↔QuickBooks: DocuSign and per-vertical wedges (dental recall, RCM denial recovery, lease renewal, etc.)
  • Multi-location property manager / regional dental group / RCM company — unlimited concurrent workflows with per-vertical routing rules
  • Slack notifications included
  • Dedicated ops lead for ROI measurement
Get started

All plans include a free initial workflow audit. Contact us to map pricing onto a specific vertical.

Verticals we've shipped against

Concrete ROI hooks, not generic time savings.

Each vertical below names the workflow we'd automate first and the baseline we'd measure against on day one.

Medical offices

Automated patient intake + appointment confirmation reducing no-show spend.

Medical billing / RCM

Denial recovery follow-up turning denials into re-submitted claims.

Dental practices

Recall + insurance verification running weekly without staff chasing.

Law firms

Client intake to CRM + matter-type tagging so partners triage faster.

HVAC / home services

Appointment confirmation + scheduling dispatch that drops no-shows.

Insurance agencies

Renewal outreach summarization keeping book-of-business warm.

Small property managers

Lease renewal reminders — already proven in production at /api/cron/lease-renewals.

Solo RIAs ($50M–$500M AUM)

Recovered staff time on advisory + ops workflows at quarterly close.

Accounting / bookkeeping firms

Invoice follow-up + month-end close handoff without spreadsheet babysitting.