Simple, Staightforward Pricing

We handle really complex documents - but, that doesn't mean our pricing is complicated

Save 20% on yearly plan!

Essential

$2430 /month /month

Professional

$4050 /month /month

All Free features, plus:

  • Contact Activity
  • Team Email
  • Document Management

Advanced

$80100 /month /month

Enterprise

Custom PricingCustom Pricing

Essential

Professional

Advanced

Enterprise

Processing Volume & Users

Documents per month
100
250
1000
Custom Volume
Overage Pricing
Cost to process documents that exceed the quota every month
50¢ per document
30¢ per document
20¢ per document
Custom Pricing
Included Seats
Number of users from the firm included.
1
2
4
Custom
Additional Seats Pricing
Price for additional seats
-
-
$20 /mo.
Custom Pricing

Document Uploader Customization

Uploader Subdomain
Auto-generated
Custom Subdomain
Custom Subdomain
Custom Domain
Example Uploader Domain
fe21a3.flextract.ai
smartwealth.flextract.ai
smartwealth.flextract.ai
upload.smartwealth.com
Custom Logo
Custom Colors
Custom Fonts
-
-
Custom Stylesheet
Deep customization to match your website layout
-
-
-
Custom Domain
Hosted on your own domain e.g. upload.smartwealth.com
-
-
-

Data & Integrations

Storage Integrations
File storage & Vault systems. e.g. Box, Dropbox, Google Drive, Egnyte
-
1 integration
1 integration
Multiple integrations
CRM Integrations
e.g. Salesforce, Wealthbox, Redtail CRM
-
-
1 integration
Multiple integrations
API Access
Full access to our API at docs.flextract.com
-
-
-
Custom Integrations
We will build connectors to your document management systems, CRM, ERP, accounting, financial planning systems and more.
-
-
-
Custom Data Models
We will customize our standard data models for your needs or build fully custom data models
-
-
-

Security & Compliance

SOC2 Compliance
Trust Center
https://trust.flextract.com
Single Sign-on (SSO)
-
-
-
User Roles
-
-
Pre-defined
Custom
Data Retention Policy
Standard
Standard
Standard
Custom

Support

Priority Support
Email
Email
Priority Support
Dedicated Support
Service Level Agreement (SLA)
-
-
-
STREAMLINE YOUR OPERATIONS

Experience the Flextract Advantage Today

Flextract offers a powerful, automated solution to collect, organize, analyze and integrate your financial documents. Take the next step towards efficient, accurate financial document processing.

 
Schedule a Demo