Institution plan

Start the Institution plan

Multi-entity banks and banking groups. Priced per institution, and card details are entered on our payment processor's secure page, never on this site.

Order form

Institution Work email

The workspace link and the invoices go to this address.

Process line

The Institution plan covers all three. Tell us which one you want live first.

Reconciliation Payment operations Compliance

Billing

Monthly $9,500 a month Annual $57,000 a year

Discount code (optional)

Applied before you reach the card form, so you see the amount you are actually agreeing to.

You go to our payment processor's secure page to pay by card. The subscription renews until you cancel it, and cancelling is one click in the billing portal.

What the Institution plan opens

All three lines, multi-entity
Unlimited matched items
Unlimited source connections
Unlimited users
Custom roles
99.9% and a named CSM
Invoicing and PO

Prices are per institution, as published on the pricing page, where every plan is side by side.

Card handling

Payment runs on our payment processor's secure checkout page. Card numbers are entered there and never reach this site or its servers, so there is no card data here to protect.