Simple, transparent pricing
Choose an individual plan for your own NHS finances, or a Practice Workspace for accountants and IFAs managing NHS staff clients.
How the 14-day trial and billing work
Starter and Professional include a 14-day free trial. You add card details at checkout (Stripe); you are not charged until the trial ends. Cancel any time before the trial ends from Billing in your account (Stripe customer portal) to pay nothing. After day 14, your subscription renews at the monthly or yearly rate you selected.
Practice Workspace uses the same 14-day trial mechanics for new firms. Need a trust, department, PCN, or custom deployment? contact sales.
Pricing plans
Starter
Individual NHS professionals
Everything you need to get started with NHS financial planning.
14-day free trial — card required; cancel before it ends to pay nothing
Includes all calculators, directory, referrals & document sharing.
Email support
Start 14-Day Free TrialProfessional
Individual NHS professionals
Higher limits and priority support for busy NHS professionals.
14-day free trial — card required; cancel before it ends to pay nothing
Everything in Starter, with higher monthly limits for AI messages, documents, and calculator runs.
Priority email support
Start 14-Day Free TrialPractice Workspace
Accountants & IFAs
For accountancy firms and IFAs managing NHS staff clients, with team seats and a branded client consent workflow.
14-day free trial — card required; cancel before it ends to pay nothing
Clients register free. Your firm pays only for advisers and staff who need workspace access.
Priority email support
Start Practice TrialNeed a trust, department, PCN, or custom deployment?
Enterprise terms are available for larger NHS teams, custom integrations, API access, procurement requirements, and dedicated support.
Contact salesFull plan comparison
Every feature, side by side
| Feature | Starter | Professional | Practice Workspace |
|---|---|---|---|
| AI messages / month | 50 messages | 200 messages | 200 / seat |
| Document uploads / month | 10 documents | 25 documents | 25 / seat |
| Calculator runs / month | 25 runs | 100 runs | 100 / seat |
| Chat history | 30 days | Unlimited | Unlimited / seat |
| NHS client accounts | Unlimited clients, free | ||
| All 20+ NHS calculators | |||
| Document analysis with AI | |||
| IFA & accountant directory | |||
| Referral requests | |||
| Document sharing | |||
| Client consent portal | |||
| Client workflow, notes & tasks | |||
| Client evidence reminders | |||
| Branded client packs | |||
| Branded client portal | |||
| Consent receipts | |||
| Audit exports | |||
| Organisation API keys | |||
| Support | Priority email | Priority email |
Included on every plan
Core features available to all subscribers
20+ NHS Calculators
Pension, tax, annual allowance, carry-forward, McCloud remedy, and career progression: all included on every plan.
IFA Directory & Referrals
Browse verified IFAs and accountants, request introductions, and track referrals, with no plan restriction.
Document Analysis
Upload payslips, pension statements, and P60s for AI-assisted analysis. Plan limits apply to monthly volume.
UK-wide pay & tax
NHS pay region for England, Scotland, Wales, or Northern Ireland, with Scottish and Welsh income tax handling where applicable — not a one-country afterthought.
Common questions
What counts as an AI message?
Every message you send in the AI chat, including follow-up questions and document queries, counts as one AI message. Calculator runs and directory browsing do not count.
What happens when I hit my monthly limit?
You'll see a clear notification in the chat. Your existing threads and documents remain fully accessible. Limits reset at the start of each billing month.
Can I upgrade or downgrade at any time?
Yes. You can upgrade immediately through the Stripe billing portal in Settings. To move to a lower plan, cancel your current subscription and it will remain active until the period end.
Is there a free trial?
Starter and Professional include a 14-day free trial. You add card details at checkout (Stripe); you are not charged until the trial ends. Cancel any time before the trial ends from Billing in your account (Stripe customer portal) to pay nothing. After day 14, your subscription renews at the monthly or yearly rate you selected. Your practice workspace includes a 14-day free trial. You add card details at checkout (Stripe); you are not charged until the trial ends. Cancel any time before the trial ends from Manage subscription (Stripe billing portal) to pay nothing. After day 14, your subscription renews per seat at the monthly or yearly rate you selected.
Do NHS clients count as paid Practice Workspace seats?
No. Your firm pays for advisers and staff who need workspace access. NHS clients can register free, grant consent, upload evidence, and revoke access without using a paid seat.
Does the platform support Scotland, Wales and Northern Ireland?
Yes. You choose an NHS pay region in settings. Tax calculators use Scottish income tax bands when you are a Scottish taxpayer, recognise Welsh taxpayer coding and Welsh rates of income tax when they apply, and use UK income tax bands for Northern Ireland (the same marginal structure as England).
How does Practice Workspace onboarding work?
After you subscribe or start a trial, an in-app checklist on Client Readiness guides your firm: activate billing with Stripe, add logo and colours on the branding page, then send your first client consent invite from Settings. Progress ticks off as you go, and the card can be dismissed once you are live.
Ready to get started?
14-day free trial. Card required at sign-up; you won't be charged until the trial ends if you stay subscribed.