Powerful Tools. Simple Pricing.
Book more first calls, stop chasing documents and get paid, all in one place. Paid plans start with a 14-day free trial for new customers.
Launch
For professionals starting out: book first calls, take in leads, run a client portal and use the AI Agent.
Billed monthly
- Booking page with your next open times
- Lead forms and client intake
- Client portal: clients message you and upload documents
- Client updates you approve, and a review calendar
- Copiafy AI Agent that asks before it changes anything
- Invoices with pay links
- Credit dispute tools
- Up to 10 clients, 1 seat
14 days free, then $29 a month
Practice
For a growing practice: unlimited clients, signed agreements and a second brand.
Billed monthly
- Everything in Launch
- Unlimited clients
- Signed client agreements
- 2 organizations (brands)
- Coming soon: monthly retainers
14 days free, then $79 a month
Team
For teams that share clients. 3 seats included.
Billed monthly
- Everything in Practice
- 3 seats included
- A shared client list for your team
- More seats: $39 a month each (contact us)
- Up to 5 organizations
- Reports across your practice
- Metro 2 reporting tools
14 days free, then $149 a month
Invited by your advisor or another professional? Your client account is free, no card needed. Create your free account
Compare plans
Unlimited means no plan limit for normal use. A fair-use ceiling far above everyday use applies; contact us if you ever need more.
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Choose the Copiafy workspace that fits your financial work
Copiafy plans support personal financial organization and professional client management, bringing financial goals, bills, credit information, documents, collaboration, and progress tracking into one connected workspace.