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Price
Published entry price
$9+per user / month
Financial Workflow Automation
Annual estimate10 people, entry price
$1,080+
10 people
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Financial Workflow Automation
Overview
Focus
Financial Workflow Automation
Business Process Automation
Product
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Business workflow automation platform with pre-built workflow templates for HR, finance, and operations processes.
Headquarters
Toronto, Canada
Cape Town, South Africa
Company size
11-50 employees
2-10 employees
Founded
2017
2013
Pricing details
Plan
Published entry price
Published rate
$9+ / user / month
Billable seats
10
Free options
Free trial
Pricing source
Source updated
Oct 30, 2026
Oct 29, 2026