Professional e-signatures at a fraction of the cost
Stage
Growing
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Not given
Pricing
Free for 30 days, then $19/month for unlimited questions, connected accounts, what-if scenarios, and transparent math.
Free plan: $0/month with 5 documents per month, all field types, reusable templates, HubSpot integration, multi-party signing, audit trail and certificate, and email notifications. Unlimited plan: $19/month with unlimited documents, unlimited users, team and organization features, group document sha
Key features
Connect bank and investment accounts
Ask financial questions in natural language
What-if scenario analysis
Show the Math transparency
Historical scenario testing
Drag-and-drop editor for placing signature, text, date, and initials fields on PDFs
Reusable templates with saved roles, fields, and merge data
No signer account required - recipients click a link and sign
Multi-party signing with controlled order and automatic notifications
Certificate of completion with SHA-256 hash, IP address, and timestamp logging
HubSpot integration for sending from Contact, Deal, and Company records
Team and organization features with roles and shared document access
Real-time status tracking of documents
Legally binding under ESIGN Act and eIDAS regulations
What makes it different
Transparent calculations you can inspect
Read-only access with no data training on finances
Asks questions in natural language instead of building spreadsheets
Signers do not need to create an account
Native HubSpot integration included on all plans
Free plan with 5 documents per month and no credit card required