Finsights AI

Affordable plans with no hidden fees

Transparent,

Scalable Pricing for Wealth

Management Firms & CPA Partners

FinSightsAI offers flexible pricing designed to fit firms of all sizes. Whether you’re a solo advisor or a CPA firm serving multiple clients, our plans are built to deliver maximum value at a fraction of the cost of enterprise tools.

Choose Your Plan

Flexible options for RIAs and CPA firms

Direct-to-Consumer (RIAs)

$249–$999/month, with features including real-time dashboards, automated reporting, and unlimited client portals.

Direct-to-Consumer (RIAs)

$249–$999/month, with features including real-time dashboards, automated reporting, and unlimited client portals.

Business-to-Business (CPA Firms)

$399–$1,499/month base, plus per-client fees. Includes multi-entity management, compliance reporting, and white-label branding.

Business-to-Business (CPA Firms)

$399–$1,499/month base, plus per-client fees. Includes multi-entity management, compliance reporting, and white-label branding.

Select Your Plan

Why

FinSightsAI

Costs Less

Enterprise-grade features without enterprise pricing

Cost Savings

85–90% cheaper than DataRails and similar enterprise tools.

Included Features

Dashboards, integrations, compliance reporting, and client portals included in all plans.

Onboarding Speed

Setup in days, not months.

85–90% lower cost than tools like DataRails and similar enterprise platforms.

All essential features included in every plan: dashboards, integrations, compliance reporting, and client portals.

Setup in days, enabling teams to start generating insights quickly.

Others

High enterprise licensing fees and expensive annual contracts.

Core features like dashboards, integrations, compliance reporting, and client portals often require add-ons.

Implementation can take weeks or months, often requiring IT teams or external consultants.

What Our Customers Say

Real feedback on value and ROI

4.9

/5

Clients worldwide

who love our service

4.9

/5

Clients worldwide

who love our service

Beyond the technology itself, the real advantage is the speed of insight. Our team now spends less time compiling data and more time delivering strategic value to clients.

Founder,

FinTech Advisory Company

Beyond the technology itself, the real advantage is the speed of insight. Our team now spends less time compiling data and more time delivering strategic value to clients.

Founder,

FinTech Advisory Company

FinSightsAI delivered measurable value almost immediately. We significantly reduced operational costs while gaining faster access to the insights our clients depend on.

Managing Director,

Wealth Management Firm

FinSightsAI delivered measurable value almost immediately. We significantly reduced operational costs while gaining faster access to the insights our clients depend on.

Managing Director,

Wealth Management Firm

After transitioning from a legacy enterprise platform, our reporting process became far more efficient. What once required hours can now be completed in minutes.

Partner

CPA Advisory Firm

After transitioning from a legacy enterprise platform, our reporting process became far more efficient. What once required hours can now be completed in minutes.

Partner

CPA Advisory Firm

FinSightsAI delivered measurable value almost immediately. We significantly reduced operational costs while gaining faster access to the insights our clients depend on.

Managing Director,

Wealth Management Firm

After transitioning from a legacy enterprise platform, our reporting process became far more efficient. What once required hours can now be completed in minutes.

Partner

CPA Advisory Firm

FinSightsAI combines sophisticated analytics with remarkable simplicity. Our analysts adopted it quickly, and the improvement in workflow efficiency was evident within weeks.

Head of Portfolio Analytics

We evaluated several enterprise solutions before selecting FinSightsAI. Its balance of performance, reliability, and cost-effectiveness made the decision clear.

Senior Consultant,

Financial Advisory Group

FinSightsAI delivers a clear, unified view of our financial data, improving both analysis and decision-making.

Director of Investment Strategy

FinSightsAI delivers a clear, unified view of our financial data, improving both analysis and decision-making.

Director of Investment Strategy

Cost Savings

Faster Reporting

FinSightsAI delivers a clear, unified view of our financial data, improving both analysis and decision-making.

Director of Investment Strategy

Cost Savings

Faster Reporting

Direct-to-Consumer (RIAs)

For Wealth Management Firms

Essential

249

per month

Up to 5 advisors tracked

3 integrations (QuickBooks + 2)

Practice Overview Dashboard

Revenue & P&L Dashboard

Advisor Performance (Basic)

Monthly data refresh

Email support (48hr)

Self-service setup

50 GB storage

Start Free Trial

Professional

Recommended

479

per month

Up to 15 advisors tracked

10 integrations (all supported platforms)

200 GB storage

Everything in Essential, plus:

Client Analytics Dashboard

Marketing ROI Dashboard

Forecasting Dashboard

Advisor Performance (Advanced)

Real-time data sync

AI insights & alerts

Priority email support (24hr)

Quarterly business reviews

Start Free Trial

Enterprise

999

per month

Unlimited advisors tracked

1 TB storage

Add a perk through the property panel

Everything in Professional, plus:

Multi-Location Dashboard

Benchmarking Dashboard

Capacity Planning Dashboard

Custom Dashboard Builder

Predictive analytics

Dedicated account manager

Priority phone support (4-hour response)

Monthly strategy calls

API access

SSO & advanced permissions

Start Free Trial

Essential

249

per month

Up to 5 advisors tracked

3 integrations (QuickBooks + 2)

Practice Overview Dashboard

Revenue & P&L Dashboard

Advisor Performance (Basic)

Monthly data refresh

Email support (48hr)

Self-service setup

50 GB storage

Start Free Trial

Professional

Recommended

479

per month

Up to 15 advisors tracked

10 integrations (all supported platforms)

200 GB storage

Everything in Essential, plus:

Client Analytics Dashboard

Marketing ROI Dashboard

Forecasting Dashboard

Advisor Performance (Advanced)

Real-time data sync

AI insights & alerts

Priority email support (24hr)

Quarterly business reviews

Start Free Trial

Enterprise

999

per month

Unlimited advisors tracked

1 TB storage

Add a perk through the property panel

Everything in Professional, plus:

Multi-Location Dashboard

Benchmarking Dashboard

Capacity Planning Dashboard

Custom Dashboard Builder

Predictive analytics

Dedicated account manager

Priority phone support (4-hour response)

Monthly strategy calls

API access

SSO & advanced permissions

Start Free Trial

B2B Licensing - Coming Soon!

License FinSights for your clients. Transparent per-client pricing.

For CPA & Bookkeeping Firms

Pricing FAQs

Answers to common questions

Are there setup fees?

No, onboarding is included in your plan.

Do you offer annual discounts?

Yes, annual billing includes reduced rates.

Can I upgrade or downgrade?

Plans are flexible and can be adjusted anytime.

How does per-client billing work for CPA firms?

A base fee plus per-client charges ensures scalability.

Are contracts required?

No long-term contracts—cancel or change plans as needed.

FinSightsAI

Experience the value firsthand

Start Saving with

FinSightsAI

Join the firms already transforming their reporting and client engagement with FinSightsAI.

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