One workspace.
Every price honest.
Start free, forever. Scale into Pro when your practice needs invoices, investments and reports. No hidden tiers, no per-seat surprises.
Starter
Perfect for freelancers and solo entrepreneurs just getting started.
- 1 planner workspace
- Unlimited income & expenses
- Basic dashboard & charts
- 3 accounts
- 100 MB document vault
- Community support
Professional
Most PopularBest for growing startups and growth companies seeking enhanced insights.
- Everything in Starter
- Clients, projects & invoices
- Investments & goals tracking
- Advanced reports & CSV export
- 10 GB document vault
- Priority email support
- Enterprise-grade security
Studio
Best for large companies and teams requiring high security and custom solutions.
- Everything in Professional
- Multi-entity consolidation
- Custom columns & workflows
- 100 GB document vault
- Dedicated onboarding
- Integration with 3rd-Party
Compare every feature
Everything Capient does, across every plan.
| Feature | Starter | Pro | Studio |
|---|---|---|---|
| Core | |||
Planners | 1 | Unlimited | Unlimited |
Accounts | 3 | Unlimited | Unlimited |
Income & expenses | |||
Dashboard & charts | Basic | Advanced | Advanced |
| Business | |||
Clients & projects | — | ||
Invoices | — | ||
Investments | — | ||
Reports & CSV export | — | ||
| Team & Storage | |||
Collaborators | Just you | Just you | Up to 5 |
Document vault | 100 MB | 10 GB | 100 GB |
Data Security | |||
Custom columns | — | Limited | |
Support | Community | Priority email | Dedicated |
Questions, answered
Absolutely. You can upgrade, downgrade, or cancel your plan at any time. Prorated charges or credits will be applied automatically.
No! The Starter plan is completely free forever. You only need a credit card when you're ready to upgrade to Pro.
We take security extremely seriously. Capient uses bank-level 256-bit encryption. We never sell your data to third parties, and you own your data completely.
If you cancel a paid plan, you'll retain access to premium features until the end of your billing cycle. After that, your account will securely downgrade to the free Starter plan.
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