Simple, Staightforward Pricing
All pricing plans are billed annually and include a 21 day free trial.
Professional
$4050 /month /month
All Free features, plus:
- Contact Activity
- Team Email
- Document Management
Professional
Advanced
Enterprise
Users
Included Seats
Number of users from the firm included.
2
4
Custom
Additional Seats Pricing
Price for additional seats
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$20 /mo.
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Document Uploader Customization
Uploader Domain
Custom Subdomain
Custom Subdomain
Custom Domain
Example Domain
smartwealth.flextract.ai
smartwealth.flextract.ai
upload.smartwealth.com
Custom Logo
Custom Colors
Custom Fonts
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Custom Stylesheet
Deep customization to match your website layout
-
-
Custom Domain
Hosted on your own domain e.g. upload.smartwealth.com
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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
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Custom Integrations
We will build connectors to your document management systems, CRM, ERP, accounting, financial planning systems and more.
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Custom Data Models
We will customize our standard data models for your needs or build fully custom data models
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Security & Compliance
SOC2 Compliance
Trust Center
https://trust.flextract.com
Single Sign-on (SSO)
-
-
User Roles
-
Pre-defined
Custom
Data Retention Policy
Standard
Standard
Custom
Support
Priority Support
Email
Priority Support
Dedicated Support
Service Level Agreement (SLA)
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STREAMLINE YOUR OPERATIONS
Schedule a Demo
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.