Invest in clarity, not complexity
Every plan includes core order-to-cash unification. Choose the tier that matches your volume and workflow needs.
- Up to 1,000 invoices/month
- CRM + billing integration (2 sources)
- Automated cash application
- Basic exception alerts
- Standard dashboards
- Email support
- 30-day data retention
- Up to 10,000 invoices/month
- Unlimited integrations (CRM, billing, GL, bank)
- AI-powered cash matching
- Advanced exception workflows
- Custom dashboards & reports
- Priority support with dedicated CSM
- 90-day data retention
- SOX-ready audit trail
- Multi-entity support
- Unlimited invoices
- Custom integrations & API access
- ML-powered predictive analytics
- Full exception orchestration
- White-glove onboarding
- 24/7 premium support & SLA
- Unlimited data retention
- Advanced compliance controls
- Multi-entity & multi-currency
- Custom approval workflows
Compare plans side by side
See exactly what you get at every tier.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Monthly invoices | 1,000 | 10,000 | Unlimited |
| Data source integrations | 2 | Unlimited | Unlimited + API |
| Cash application | Automated | AI-powered | ML predictive |
| Exception management | Basic alerts | Advanced workflows | Full orchestration |
| Dashboards | Standard | Custom | Custom + embedded |
| Audit trail | Basic | SOX-ready | Advanced compliance |
| Multi-entity | Single | Multi-entity | Multi-entity + currency |
| Support | Priority + CSM | 24/7 premium + SLA | |
| Data retention | 30 days | 90 days | Unlimited |
| Onboarding | Self-serve | Guided | White-glove |
Everything you need to know
How long does implementation take?
Starter plans are live in under a week with our self-serve setup. Professional implementations typically take 2-3 weeks with guided onboarding. Enterprise deployments include a dedicated implementation team and a timeline tailored to your complexity.
Can I upgrade or downgrade my plan at any time?
Absolutely. You can move between plans at any time. When upgrading, you get immediate access to new features. Downgrades take effect at the start of your next billing cycle.
What integrations do you support?
CashFlow LedgerWorks connects with major CRMs (Salesforce, HubSpot), billing platforms (Stripe, Zuora, Chargebee), accounting systems (NetSuite, QuickBooks, Xero, Sage), and bank feeds. Enterprise plans include API access for custom integrations.
Is my data secure?
Security is foundational. We use AES-256 encryption at rest, TLS 1.3 in transit, and maintain SOC 2 Type II compliance. Enterprise plans add SAML SSO, IP allowlisting, and custom data residency options.
Do you offer a free trial?
Yes. Every plan starts with a 14-day free trial with full access to all features in that tier. No credit card required to start.
What happens if I exceed my invoice limit?
We notify you as you approach your limit. Overages are billed at a transparent per-invoice rate, or you can upgrade to the next tier for better unit economics.
Start your 14-day free trial today
No credit card required. Full access to every feature in your chosen tier.