Self-serve annual licensing

Hosted checkout collects payment after live billing is approved. The installed app keeps customer investment data local and validates only signed license status. Annual billing is the default because the product is priced to pay back during a normal reporting cycle.

Start with a paid pilot Billing questions

Starter Ledger

$1,500/year

Core tracking, CSV/XLSX import preview, month-end reports, tutorials, and two activations.

Legacy Replacement

$3,000/year

Legacy conversion profiles, call-report support packages, reconciliation controls, and four activations.

Regulatory Plus

$5,400/year

ALM/CECL support, expanded evidence workflow, priority onboarding, and six activations.

Use the ROI calculator before choosing a tier

Most buyers should compare the license cost against monthly close prep, call-report support work, legacy export cleanup, and examiner evidence pulls. Estimate annual capacity returned before starting checkout.

Hosted checkout handoff

Enter the billing contact before selecting a plan. Checkout runs through Stripe and returns to the download page with a tokenized fulfillment link.

Checkout opens only after live Stripe prices are configured. For the first paid pilots, email billing@fiinvestmenttracker.com.