Simple pricing for the operator's OS.
Run your entire business — clients, projects, finance, meetings, and AI — for the price of one lunch meeting per month.
- Unlimited clients, contacts, leads & projects
- Unlimited tasks, phases & meetings
- Bizzy — AI Chief of Staff on every page (⌘J)
- Cashflow Command Center: Money In, Money Out & Plan
- PayPal invoice sync & automatic payment reconciliation
- Unlimited clients, contacts, leads & projects
- Unlimited tasks, phases & meetings
- Bizzy — AI Chief of Staff on every page (⌘J)
- Cashflow Command Center: Money In, Money Out & Plan
- PayPal invoice sync & automatic payment reconciliation
Everything included
- Unlimited clients, contacts, leads & projects
- Unlimited tasks, phases & meetings
- Bizzy — AI Chief of Staff on every page (⌘J)
- Cashflow Command Center: Money In, Money Out & Plan
- PayPal invoice sync & automatic payment reconciliation
- Client Portal with per-project sharing & comments
- Mobile scanner: business cards, receipts & documents
- AI file analysis, OCR & full-text document search
- Subscription tracking & multi-business cost allocation
- Google Calendar, Search Console, Brevo email & SMS
- Forecasting from signed agreements & advanced reports
- All future modules & priority support
Common questions
Is there a free trial?
You can sign up free and explore the app. Pro-only AI features — Bizzy the AI Chief of Staff, AI file analysis and OCR, meeting analysis, website enrichment, and the card, receipt & document scanner — unlock after subscribing.
What's included in the Cashflow Command Center?
Money In (invoices, PayPal payments, income), Money Out (expenses, bills, subscriptions, recurring costs mirrored forward), and Plan (cash-flow forecast, insights, and cost allocation across multiple businesses).
Does it reconcile PayPal payments automatically?
Yes. Invoices and transactions sync from PayPal, cancelled invoices are excluded, payer names map to clients via matching rules, and actual payments are auto-matched to what was due — including installments extracted from signed agreements.
Can my clients log in to see their projects?
Yes. The Client Portal gives each client a private magic-link or password login. You control exactly what's shared per project — progress and phases, tasks, website and marketing info, notes and files — and clients can comment.
Can Bizzy read my documents?
Yes. Attach contracts, receipts, PDFs, images or spreadsheets anywhere in the app: Bizzy extracts the text (OCR for images), stores it for full-text search, and answers questions about it. Spreadsheets render as charts and tables.
Can I cancel anytime?
Yes. Cancel from your billing settings in one click. You keep Pro access until the end of your current paid period.
Do you offer refunds?
We offer a 30-day money-back guarantee. See our Refund Policy for details.
Who handles payments?
Payments are securely processed by Paddle, our Merchant of Record. All major cards and local payment methods are supported worldwide.
Does the plan cover my whole team?
Yes — one subscription unlocks Pro for your entire organization, including everyone you invite.