Simple, clear control of your obligations

Core is the complete document system. Core Plus and Core Pro add bank linking, automation, and financial depth.

Plans

How the tiers differ

  • 4-week trial (sign up on Free path) — No charge. Full system access for four weeks, up to 50 documents during trial, then Free unless you upgrade.
  • Free (after trial) — Store and view up to 15 documents/month. No processing or automation features.
  • Core (paid) — The complete document system for individuals: capture, review, calendar and obligations. No bank linking.
  • Core Plus & Core Pro (paid) — Add bank linking (CSV + matching) and deeper automation. Core Pro adds higher volume and priority-level usage.

At a glance

TrialFreeCoreCore PlusCore Pro
Document pipeline (upload, OCR, Core, Core review)
Calendar & obligations
Bank linking (CSV upload + transaction matching)
Email forwarding to SarV-Ωm
Document volume (monthly)501550150500

Trust

  • No guessing
  • Human-verified
  • Cancel anytime

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