Pricing

Get the financial insights needed to grow your estate.

Find the perfect plan for your practice

Scale as your client base grows. Cancel or change anytime.

Personal

From

$13/ month

$30 saved annually

✓AI financial coaching
✓Credit dispute automation
✓Credit report analysis
✓Bills & goals tracking

POPULAR

Advisor

From

$83/ month

$198 saved annually

✓Up to 50 clients
✓White-label client portal
✓Dispute automation
✓AI financial coaching
✓Client intake forms
✓Financial profiling

Practice

From

$208/ month

$498 saved annually

✓Up to 200 clients
✓3 team seats
✓Metro 2 compliance
✓Advanced reporting
✓Organization management
✓Billing & invoicing

Firm

From

$416/ month

$998 saved annually

✓Unlimited clients
✓10 team seats
✓API access
✓Custom AI provider
✓Metro 2 compliance
✓Grant-ready reporting

All features

Personal

From $13/mo

Advisor

From $83/mo

Practice

From $208/mo

Firm

From $416/mo

Core

AI Financial Coaching

✓

Dispute Automation

✓

Credit Report Analysis

✓

Financial Tracking

✓

Clients

Managed Clients

None

Up to 50

Up to 200

Unlimited

White-Label Client Portal

—

✓

Client Intake Forms

—

✓

Financial Profiling

—

✓

Team

Team Members

1 user

3 seats

10 seats

Organization Management

—

✓

Billing & Invoicing

—

✓

Advanced

Metro 2 Compliance

—

✓

Advanced Reporting

—

✓

Firm

API Access

—

✓

Custom AI Provider (BYOK)

—

✓

Grant-Ready Reporting

—

✓

Dedicated Success Manager

—

✓

All plans include a 3-day free trial

🔒 No bank linking required🚫 We never sell your data✉️ Dispute letters in 2 minutes🛡 30-day money-back guarantee

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Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

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