Every plan draws from one pool of credits. A credit runs either a reconciliation or an estimate review — your choice, claim by claim.
One credit runs one reconciliation or one estimate review — both draw from the same pool, so you decide claim by claim. Lite includes 15 credits a month, Pro includes 45.
On annual plans, unused credits roll over until your renewal date. On monthly plans, credits reset each month. Top-up credits don't expire.
Monthly plans have no contract — cancel anytime. Annual prepay is non-refundable, but you can cancel anytime and keep full access through the end of your term.
Buy a top-up — $35 for 5 credits — or upgrade your plan. Top-up credits don't expire.
Lite includes 3 seats and Pro includes 10, plus an admin account on each plan — the admin doesn't consume a seat.
Higher volume and more seats, invoicing with PO and net-terms support, and dedicated support. Contact sales and we'll scope it to your operation.
Yes. Names, street addresses, phone numbers, and claim/policy numbers are stripped from your estimates on the way in, and we don't store your raw files. City, state, and ZIP are kept so pricing stays accurate. Full detail on our Security page.