Choose the plan that’s right for your team
Risk dashboard
Match dashboard
Balance dashboard
Unlimited Saved Partners
App power ups
Unlimited app installs
Product support
Unlimited team size
Customized onboarding and dedicated CSM
Choose the plan that’s right for your team
Frequently Asked Questions
Can I cancel at anytime?
Yes, you can cancel anytime no questions are asked while you cancel but we would highly appreciate if you will give us some feedback.
My team has credits. How do we use them?
Once your team signs up for a subscription plan, we’ll draw against your credit balance until it runs out. Only then will we start charging your subscription to your credit card. As long as you sign up for a subscription plan before the expiration date, those credits are yours to use until they’re all gone.
How long does it take to implement FundStory?
Basic (our free tier) customers can get going in less than an hour after 3rd-party data integration is complete.
We offer guided onboarding for larger customers on the Pro and Enterprise tiers, and define a tailored implementation plan to meet your needs.
Do you offer a free trial?
Absolutely! We offer a 14-day free trial.
Is FundStory a Bank?
No, FundStory is not a bank.
We do not lend money directly, but instead partner with several different lenders in order to present you with multiple options for your business.
Why should I connect my QuickBooks, Xero, or U.S. Banks to FundStory?
We believe that a good financial plan should be connected to real time financial data to be useful over time. We will be adding support for more data sources.
How does variable pricing for the Pro Plan work?
The pro plan:
Starts at $49/mo for companies generating between $0-250k in annual revenue.
Starts at $99/mo for companies generating between $250k-500k in annual revenue.
Starts at $249/mo for companies generating between $500k-1M in annual revenue.
Starts at $499/mo for companies generating over $1M in annual revenue.
What is your refund policy?
Team Owners can change the team’s subscription level. There are two options when downgrading from a paid plan to the Free plan:
You can downgrade to the Free plan immediately. If there is more than one day until your renewal date, we will prorate the remaining balance on your account and hold it for your team as a credit. You can use that credit towards a reactivation of your paid subscription in the future.
We can automatically downgrade you to the Free plan at your next renewal date. Your subscription will remain active at its current level through the end of the billing period that you’ve already paid for.
We do not offer refunds.