Pricing

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
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

Common questions

Still have questions? Email support@copiafy.com

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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.

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

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.

Smarter financial management made simple.

www.copiafy.com

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

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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