Pricing
Simple early access pricing.
Start with the plan that fits your review volume. Pricing is illustrative for early access and may change.
Starter
$49/month
For solo advisors testing repeatable meeting prep workflows.
- Up to 10 reports/month
- Excel/CSV upload
- Standard report generation
- Sample templates
Pro
Most flexible$99/month
For advisors who want PrepflowHQ as part of every client review.
- Unlimited reports
- Custom templates
- Advisor talking points
- Client-friendly summaries
- Priority feature access
Team
Custom
For teams and firms that need shared workflows and administrative controls.
- Multi-advisor support
- Firm branding
- CRM integration support
- Admin controls
Pricing is illustrative for early access and may change. Early testers help shape packaging, reporting limits, and CRM integration priority.