Plans and pricing

Choose a planfor the business you run.

Build your statements, forecast and valuation, and share what you choose with the investors you invite. Compare the workspace plans and private deployment below.

Prices in USD · Workspace access by invitation · Investors you invite view free

Starter

One company
$200per month

For an owner tracking one business and planning what comes next.

Request access

Request an invitation.

  • One company, the whole model
  • P&L, cash flow and balance sheet, linked
  • The AI assistant
  • Connects to your bank, books and payroll
  • Reports and documents in their official format
  • Invite your team and your accountant
  • Compliance calendar and deadline digest

Pro

Investor Access
$500per month

For a company raising money, selling a stake or selling the business, and for advisers with a few companies.

Request access

Request an invitation.

  • Everything in Starter
  • Invite unlimited investors, free for them
  • Confidentiality terms before anyone views
  • See who viewed, and revoke access
  • Up to 3 companies

Enterprise License

Your infrastructure
Licensedannual license, priced per deployment

For institutions and teams that want Replafin running on their own infrastructure.

Talk to sales

Email our team to agree the deployment scope and quote.

  • Everything in Pro, for unlimited seats and companies
  • Runs on your own servers or private cloud
  • Data handling agreed for your deployment
  • Deployment, updates and support from Replafin
  • Add a local AI model if you need one
  • Annual license, invoiced

Pro adds Investor Access, free for the investors you invite. A source label is not an audit and a valuation is not a price. Replafin is not a broker or a party to any deal.

In both workspace plans

The same tools for your next decision.

Starter and Pro include the planning workspace. Features still being prepared are marked Planned.

01

A plan you can test

Compare sales and spending plans, then explore cash needs, ownership and business value.

02

Your current figures

Enter figures from your accountant, import a spreadsheet or connect a supported account.

03

The assistant, included

Ask about a number or a change to your plan, then review suggested edits before applying them.

04

Reports in the right format

Export statements, filings and tax worksheets for your accountant as PDF, CSV or XLSX, each in its official format.

Enterprise License

Replafin on your infrastructure.

For teams with specific hosting or data requirements. Replafin runs on your own servers or private cloud, and a local AI model can be added.

Talk to salessales@replafin.com

Your infrastructure

Plan a deployment on your servers or private cloud with our team.

One license, everyone in

Unlimited companies and seats under one annual license.

Deployment and support

Agree setup, updates, support and data handling before deployment.

A local AI model, if you want one

Add an AI model that runs inside your network, as an option.

Every detail

Compare the plans

Compare company limits, tools and deployment options. Investor Access comes with Pro and Enterprise, and the investors you invite view free.

FeatureStarter$200 / moPro$500 / moEnterprise LicenseLicensed
Modelling
Linked P&L, cash flow and balance sheet, live
Balance sheet ties out every month
Saved scenariosUnlimitedUnlimitedUnlimited
Export statements & worksheets (CSV · XLSX)
Import books & bank files (CSV · XLSX)
Version historyPlannedPlanned
Documents
Financial reporting: Quarterly report, Annual report, Financial statements pack, Budget vs actual, General ledger & trial balance
Board & investors: Board pack, Investor update, Investor one-pager (when raising), Forecast and assumptions, Capitalization table
Tax & compliance: Tax worksheet, Compliance calendar
Governance & diligence: Governance pack, Data room index, Earnings for a buyer
Every document as PDF, CSV or XLSX, in its official format, marked Draft until signed off
Companies & people
Companies1Up to 3Unlimited
Invite people with roles (owner, editor, accountant, viewer)
SeatsIncludedIncludedUnlimited
AI assistant
Assistant on every plan
Where the model runsReplafinReplafinYour network
Token & cost meter
Model selectionIn-appIn-appSet at deployment
Integrations & agents
Supported account connectionsStripe · Mercury · Brex · Your bank (via Plaid) · QuickBooks Online · Xero · ottoHRSame as StarterSame as Starter
Agent / API / MCP accessPlannedPlanned
Investor Access
Invited investors at a timeUnlimitedUnlimited
Invite investors by email to view your figures
Dated versions, with the earlier ones kept
Confidentiality terms before anyone views
See who viewed which version
Questions from investors
Revoke access at any time
What investors payNothingNothing
Deployment
Hosted by Replafin
On your servers or private cloud
BillingMonthlyMonthlyAnnual license

A tick means it is in the product now. A Planned cell means we intend to build it and it is not there yet.

Questions

Plans, access and what is included.

The details to check before choosing.

What is the difference between Starter and Pro?

Starter is listed at $200 a month for one company and the whole workspace. Pro is $500 a month and adds Investor Access, with no limit on invited investors, and up to 3 companies. Check the Planned labels for features that are not available yet.

How do I get access?

Request an invitation for the business workspace. Starter and Pro do not have online checkout yet. Investors do not buy a plan: a company invites them by email from its workspace. For an Enterprise License, talk to sales.

Is anything free?

Viewing is free for the investors you invite. The workspace preview and the sample of what an investor sees are free to explore. Starter and Pro are listed with monthly billing and cancellation at any time; online checkout is not available yet.

Can I run it myself?

Yes, with an Enterprise License: an annual license to run Replafin on your own servers or private cloud. Deployment, updates and support are included, and a local AI model can be added. Talk to sales to agree the scope; Starter and Pro are hosted by Replafin.

What is a local AI model?

An optional Enterprise add-on: the assistant uses an AI model running on hardware you control instead of a hosted one. The model and data handling are agreed as part of the deployment.

Do investors pay to view my figures?

No. The investors you invite from Investor Access view free. Before viewing, they agree to confidentiality terms shown by Replafin, a standard acknowledgment that does not replace a confidentiality agreement drafted by a lawyer. You see who viewed which version and can revoke access at any time.

Does the assistant cost extra?

The assistant is included. The Account page shows usage and estimated cost; Starter and Pro do not add a separate usage charge to the listed monthly price.

Can I choose which model the assistant uses?

On Starter and Pro, not yet: one model is set for the hosted service and a picker in the app is planned. On Enterprise the model is chosen with you at deployment, and it can run locally.

Do agents count as seats?

Agent, API and MCP access are planned. Their billing and seat rules are not available yet.

Start with one company.Grow into the rest.

Bring your current figures and build a plan you can review with your accountant. Request an invitation to get started.