Pricing
Every price is on this page.
Flat monthly pricing. Every feature on every plan. No platform fee, no minimum balance, no card to adopt. You pay for entities, seats and linked accounts beyond what your plan includes — not for unlocking the product.
Starter
2 entities included · 3 seats included
- Every feature included
- Unlimited records · AI usage by credit, top up from $25
- Extra entity $35/mo · extra seat $15/mo
- 3 linked bank accounts or cards included, then $5/mo each
- Support in the app — AI assistant and Report a Bug
or $790/year — save $158
Growth
4 entities included · 6 seats included
- Every feature included
- Unlimited records · AI usage by credit, top up from $25
- Extra entity $35/mo · extra seat $15/mo
- 8 linked bank accounts or cards included, then $5/mo each
- Support in the app — AI assistant and Report a Bug
or $1,490/year — save $298
Professional
8 entities included · 12 seats included
- Every feature included
- Unlimited records · AI usage by credit, top up from $25
- Extra entity $35/mo · extra seat $15/mo
- 20 linked bank accounts or cards included, then $5/mo each
- Support in the app — AI assistant and Report a Bug
or $2,790/year — save $558
Enterprise
Unlimited entities · unlimited seats · unlimited linked accounts
- Everything in Professional
- Uptime SLA
- Bring your own inference — data stays in your region
Quoted to your entity and seat count
All prices in USD and exclude taxes. Add-ons on every paid plan: extra entity $35/mo · extra seat $15/mo · extra linked account $5/mo beyond the plan's allowance · AI credit top-ups from $25. Loan and investment accounts never count as linked accounts.
The 7-day trial needs a Google Workspace or Microsoft work account and a card on file. Nothing is charged until the trial ends; cancel before then and pay nothing.
What it costs. To the dollar.
Move the sliders.
The same rates we bill. Plan base plus any entities and seats beyond what the plan includes. Linked accounts beyond the allowance add $5/mo each.
Monthly totals in USD, before taxes. Annual billing takes two months off the plan base ($790/yr Starter, $1,490/yr Growth, $2,790/yr Professional).
Every feature. Every plan.
Plans differ on how many entities, seats and linked accounts you get — not on what the product can do.
| Starter | Growth | Professional | Enterprise | |
|---|---|---|---|---|
| Entities included | 2 | 4 | 8 | Unlimited |
| Seats included | 3 | 6 | 12 | Unlimited |
| Extra entity | $35/mo | $35/mo | $35/mo | Included |
| Extra seat | $15/mo | $15/mo | $15/mo | Included |
| Linked accounts included | 3 | 8 | 20 | Unlimited |
| Extra linked account | $5/mo | $5/mo | $5/mo | Included |
| Inflows and Outflows, one dashboard | Included | Included | Included | Included |
| Native multi-entity | Included | Included | Included | Included |
| Maker-Checker Approvals | Included | Included | Included | Included |
| Approval workflows and spend policies | Included | Included | Included | Included |
| Proxo Scan — bank-statement extraction | Included | Included | Included | Included |
| AI chat assistant | Included | Included | Included | Included |
| Keep your own banks and cards | Included | Included | Included | Included |
| Integrations and bank connections | Included | Included | Included | Included |
| API access and webhooks | Included | Included | Included | Included |
| Two-factor auth and full audit log | Included | Included | Included | Included |
| Records per month | Unlimited | Unlimited | Unlimited | Unlimited |
| Annual billing | $790/yr | $1,490/yr | $2,790/yr | Custom |
| Support | In the app | In the app | In the app | In the app + uptime SLA |
| Bring your own inference | Not included | Not included | Not included | Included |
Questions
What counts as an entity?
Every LLC, holdco, opco or fund you track separately. Each keeps its own books, its own approvals and its own audit trail — on the same screen as all the others. Starter includes 2, Growth 4, Professional 8, Enterprise is unlimited. Beyond that, $35 a month each on any plan.
What counts as a seat?
Every person with a login, whatever their role — principal, manager, contributor, viewer. Starter includes 3, Growth 6, Professional 12, Enterprise is unlimited. Beyond that, $15 a month each on any plan.
What counts as a linked account?
Every bank account or credit card you connect for live bank feeds. Loan and investment accounts are never counted. Starter includes 3, Growth 8, Professional 20, Enterprise is unlimited. Beyond that, $5 a month each on any plan, added to your bill when you connect it — connecting is never blocked.
Is there a free trial?
Seven days, free, with $25 of AI credit to try Proxo Scan and the chat. Start at app.proxo.ai with a Google Workspace or Microsoft work account and a card on file — you are in the product the same minute. Nothing is charged until the trial ends; cancel before then and pay nothing. Personal Gmail or Outlook addresses join through a teammate's invitation.
Is there a contract?
Month to month. Annual billing saves $158 on Starter, $298 on Growth and $558 on Professional.
What if I need more AI?
Nothing is capped by count on a paid plan — Proxo Scan and the chat draw from AI credits you top up from $25 whenever you need to. Records, entities and seats never touch the credit balance.
Is there a platform fee or a minimum balance?
No. You pay the plan price plus any entities, seats and linked accounts beyond what it includes — each priced on this page. There is no platform fee, no minimum balance and no card you have to adopt — proxo connects to the banks and cards you already run.
Do I have to talk to sales?
Not for Starter, Growth or Professional. Pick one and start. Enterprise is quoted, because unlimited entities and SLA terms are.