Free, once per organization
Free trial
Prove one workflow on your own documents before you buy.
- The guided workflow builder
- Zero-write test runs
- A set number of live workflow runs
Pricing
Priced per user, with workflow runs included for every user. Reviewers, viewers, recipients and portal members are free. Annual billing is discounted.
Full pricing is published in November 2026.
Free, once per organization
Prove one workflow on your own documents before you buy.
Per user, per month
For teams running their first workflows in production.
Per user, per month
For teams running billing and intake at volume.
Custom pricing
For organizations and partners operating many workspaces.
Workflow runs
A workflow run is billed when its work is done: the statements generated, the records written, the invoices sent.
A run that fails before it completes any work is not counted. A run that completes its work is counted, whatever happens on a later step.
Successful test runs are billed separately at a lower rate than live runs, so you can rehearse changes before they go live.
The builder shows whether each workflow is simple or complex. Workflows with more than ten steps are complex, and a complex run costs more than a simple one.
Each user has their own monthly allowance. Runs beyond it are charged per run, at that run's expected price.
Implementation partners and pilots can receive discounts set out in their agreement.
Common questions
We are finalizing the numbers. Plans, per-user prices, included runs, and the run rate are published in November 2026.
So cost grows with your team one user at a time, and moving from Standard to Pro is a step rather than a jump.
The people who build and run workflows. Viewers, reviewers, recipients and portal members are free, up to a generous limit per organization.
Yes. Paying annually costs less than paying monthly. The discount is published with the prices in November 2026.
One execution of a published workflow that completes its work. Failed runs are not counted. Test runs are billed separately at a lower rate.
Yes. Request a free trial and prove one workflow on your own documents. Zero-write tests let you check a workflow before anything goes live.