Priced by onboardings, not seats
Free unlimited client collaborators on every plan. 30-day money-back guarantee. No charge for inviting clients in, ever.
Starter
$59/mo
$590 billed yearly
Up to 40 client onboardings / year
- Branded client portal (no client login)
- Conditional intake & document collection
- Access manager
- Tasks, reminders & readiness scoring
- Free unlimited client collaborators
Most popular
Agency
$119/mo
$1,190 billed yearly
Up to 150 client onboardings / year
- Everything in Starter, plus:
- White-label & embeddable access requests
- Webhooks & integrations
- Unlimited team members
- Readiness analytics
- Otto AI coordinator (basics)
Pro
$290/mo
$2,900 billed yearly
Up to 600 client onboardings / year
- Everything in Agency, plus:
- Multi-brand support (up to 3)
- API access
- Advanced Otto
- Audit exports
Enterprise
Custom
Annual
Unlimited onboardings
- Everything in Pro, plus:
- SSO / SCIM
- Grey-label app & embed
- Custom data retention
- White-glove implementation
Add-ons available: white-glove implementation, vertical playbook packs, advanced Otto usage, SSO/SCIM, and custom domains.
Pricing questions
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