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Simple, transparent pricing

Choose an individual plan for your own NHS finances, or a Practice Workspace for accountants and IFAs managing NHS staff clients.

MonthlyYearly
Step 1 of 3:Choose your plan and billing period

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.

£15/month

14-day free trial — card required; cancel before it ends to pay nothing

AI messages / month50 messages
Document uploads / month10 documents
Calculator runs / month25 runs
Chat history30 days

Includes all calculators, directory, referrals & document sharing.

Email support

Start 14-Day Free Trial
Most Popular

Professional

Individual NHS professionals

Higher limits and priority support for busy NHS professionals.

£35/month

14-day free trial — card required; cancel before it ends to pay nothing

AI messages / month200 messages
Document uploads / month25 documents
Calculator runs / month100 runs
Chat historyUnlimited

Everything in Starter, with higher monthly limits for AI messages, documents, and calculator runs.

Priority email support

Start 14-Day Free Trial

Practice Workspace

Accountants & IFAs

For accountancy firms and IFAs managing NHS staff clients, with team seats and a branded client consent workflow.

£75/seat/month

14-day free trial — card required; cancel before it ends to pay nothing

Paid team seatsPer adviser / staff user
Client consentsUnlimited
Client-scoped AI chatIncluded
Branded PDF packsIncluded

Clients register free. Your firm pays only for advisers and staff who need workspace access.

Priority email support

Start Practice Trial

Need 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 sales

Full plan comparison

Every feature, side by side

Comparison of Starter, Professional, and Practice Workspace plans by feature
FeatureStarterProfessionalPractice Workspace
AI messages / month50 messages200 messages200 / seat
Document uploads / month10 documents25 documents25 / seat
Calculator runs / month25 runs100 runs100 / seat
Chat history30 daysUnlimitedUnlimited / seat
NHS client accountsUnlimited 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
SupportEmailPriority emailPriority 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.