Plans that scale with the work.
Essential is freemium, as Essential Business or Essential Personal. Paid plans open the other environments, capacity, and advanced capabilities on the same account. Annual billing saves 20 percent.
Essential Business
- Freemium with no payment card required
- Choose Essential Business at sign-up
- Accounting, double-entry ledger, income, and expenses
- Invoicing and cash flow essentials
- Basic CRM with up to 250 contacts, leads, tasks, timeline, CSV export, and client portal links
- Basic reconciliation, budgets, tax estimates, and reports
- Documents, basic projects, consultations, and time tracking
- Live audio and video meetings up to 60 minutes
- Limited bank connections and AI usage
Essential Personal
- Freemium with no payment card required
- Choose Essential Personal at sign-up
- Personal income and expense tracking
- Budgets, goals, accounts, and net worth essentials
- Basic household, planning, and investment tools
- Basic reconciliation, cash flow, tax estimates, and reports
- Documents, tasks, and a light contacts book
- Live audio and video meetings up to 60 minutes
- Limited bank connections and AI usage
Professional
- Everything in Essential, without the limits
- Personal Finance, Household, and Planning environments
- Multiple CRM pipelines, saved views, email templates, and client intelligence
- CSV imports up to 1,000 rows and up to 10 CRM automation rules
- Advanced AI assistance and insights
- Expanded reports, analytics, automation, and integrations
- Live meetings without the freemium time limit
- Remove FiscoPoint branding
Business
- Everything in Professional
- Investment and wealth management
- Multi-entity and consolidated reporting
- Team, staff, and payroll workflows
- Advanced analytics and financial intelligence
- Unlimited CRM automation rules, campaigns, custom roles, and integrations
- Higher limits throughout
Enterprise
- Contract-configured operating modes and features
- Custom limits, users, and integrations
- Advanced RBAC, SSO, and SCIM
- Advanced security and administration
- Custom retention and service levels
- Custom support and onboarding
At sign-up you choose one freemium edition, Essential Business or Essential Personal, and it stays with that account. A paid plan opens the other environments on the same account. Essential remains freemium with no payment card required, and eligible new workspaces can try Professional or Business for 14 days before returning to Essential, with financial, CRM, and business records kept either way. A user is one person with their own FiscoPoint login inside an organization. Annual billing saves 20 percent. Prices are in US dollars and taxes may apply.
Need something different?
Tell us how your organization works and we will help you choose the right plan or scope an Enterprise arrangement.