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Marketplace

Confirm your core plan with a 30-day trial, add paid services, and check out when you are ready. Add-ons are always billed — never included in the trial.

Confirm your core plan

30-day free trial on core plans — then list price applies. Add-ons are always paid.

Add paid services

Optional add-ons bill at list price at checkout. They are not included in the core plan free trial.

Document Archival Vault

IRS-compliant archival with 2, 5, or 7-year retention tiers. Never lose a transaction record.

Compliance Monitoring

Real-time compliance scanning with instant alerts when partner requirements change.

Managed Partner Onboarding

White-glove onboarding — we handle partner setup, testing, and certification. In-app status follows the same stages as the managed add-on: Submitted → Intake → Partner contact → Testing → Validation → Live → Completed. Allow 6–8 weeks for some partners.

Intelligence Hub

Predictive exception detection, Intelligence Hub dashboards, partner scorecards, financial risk, and automated recommendations.

ERP Connectors

Native connectors for QuickBooks, Sage, NetSuite, Xero, Dynamics 365, SAP — no middleware.

Healthcare add-ons

Paid clinical messaging add-ons — list price at checkout; not included in the core plan trial.

Review your order

Confirm estimated monthly totals before opening the cart.

Self-serve checkout

How marketplace checkout fits your evaluation

Pick a core plan with trial terms, add paid services when you need them, and compare total monthly cost before you connect production partners.

  1. Step 1

    Choose a core plan

    Start with a 30-day trial on a paid tier. Add-ons bill separately and are not included in the trial window.

  2. Step 2

    Add optional services

    Layer managed onboarding, analytics, ERP connectors, or capacity when the workflow outgrows the base tier.

  3. Step 3

    Review the cart

    See estimated monthly totals before checkout so procurement and operations align on packaging.

FAQ

Marketplace checkout questions

Short answers for self-serve buyers comparing plans, add-ons, and sales-assisted paths.

Common questions

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