Simple, Transparent Pricing

Three products, one platform. Every journey starts free.

No credit card required · Your data stays yours · Cancel anytime

FolioWallet

Your family's financial command center — budgeting, spending cards, and real-time intelligence.

Free
$0
free forever
Encrypted vault with biometric access, secure sharing, and branded digital wallet.
  • Encrypted vault
  • Biometric access
  • Secure sharing
  • Digital wallet
Start Free
Base
$9.99
per month
Budgeting, cash flow tracking, account connections, and FDIC-insured bank account.
  • Everything in Free
  • Budget & cash flow
  • Account connections
  • FDIC-insured account
  • Breakpoint alerts
  • Daily briefs
Get Base
Premium
$14.99
per month
Family spending cards with per-member controls, alerts, limits, and round-ups.
  • Everything in Base
  • Family spending cards
  • Per-member controls
  • Custom alerts & limits
  • Round-ups
Get Premium
Family Plan (up to 6 members)
TierIndividualFamily (up to 6)
Free$0—
Base$9.99/mo$19.99/mo
Premium$14.99/mo$29.99/mo

Folio HQ

Your family's operating system — 17 modules for documents, household, and life management.

Free Local
$0
free forever
Full Folio HQ on your device — all 17 modules, Document Kit, household management.
  • 17 HQ modules
  • Document Kit
  • Household management
  • Local storage
Start Free
Cloud HQ
$9.99
per month
Sync across devices, encrypted cloud backup, family member access, and basic KnowledgeBase included.
  • Everything in Free Local
  • Cross-device sync
  • Encrypted cloud backup
  • Family member access
  • Basic KnowledgeBase included
Get Cloud HQ

KnowledgeBase

AI-powered knowledge banking — extract, connect, and compound your family's institutional knowledge.

Basic
Incl.
with Cloud HQ
Basic knowledge capture and search across your Folio HQ data.
  • Basic AI search
  • Document connections
  • 1 member
  • 1 GB storage
Included
Starter
$29
per month
Enhanced extraction with 2 hours of AI processing and cross-connected analysis.
  • 5 hrs / month AI processing
  • Cross-connected analysis
  • Up to 15 members
  • 5 GB storage
Get Starter
Growth
$49
per month
Full intelligence — pattern detection, historical trends, and proactive family insights.
  • 10 hrs / month AI processing
  • Pattern detection
  • Historical trends
  • Up to 30 members
  • 10 GB storage
Get Growth
Scale
$79
per month
Unlimited intelligence with priority processing and extended family access.
  • 15 hrs / month AI processing
  • Priority processing
  • Proactive intelligence
  • Up to 50 members
  • 20 GB storage
Get Scale
No credit card required · Your data stays yours · Cancel anytime

FolioWallet for Business

Branded digital wallet for your team — employee cards, expense tracking, and financial controls.

Free
$0
free forever
Branded digital wallet with encrypted vault and secure team sharing.
  • Branded digital wallet
  • Encrypted vault
  • Secure sharing
  • Up to 3 team members
Start Free
Base
$6.99
per seat / month
Employee spending cards, expense categories, and team-level budgeting.
  • Everything in Free
  • Employee spending cards
  • Expense categories
  • Team budgeting
  • Receipt capture
Get Base
Premium
$9.99
per seat / month
Per-employee controls, approval workflows, custom limits, and real-time spend intelligence.
  • Everything in Base
  • Per-employee controls
  • Approval workflows
  • Custom spend limits
  • Real-time intelligence
Get Premium
Volume Pricing (per seat, min 5)
SeatsBase / seatPremium / seat
5 – 25$6.99/mo$9.99/mo
26 – 100$4.99/mo$7.99/mo
100+CustomCustom

Business HQ

Your business operating system — Governance Kit, deal room, and operational intelligence. Free forever at the base level.

Free Local
$0
free forever
Full Business HQ with 9-section Governance Kit — entity docs, financials, compliance, and deal room.
  • Business HQ dashboard
  • 9-section Governance Kit
  • Deal room ready
  • Local storage
Start Free
Cloud HQ
$9.99
per month
Cloud sync, team collaboration, encrypted backup, and basic KnowledgeBase included.
  • Everything in Free Local
  • Cross-device sync
  • Team collaboration
  • Encrypted cloud backup
  • Basic KnowledgeBase included
Get Cloud HQ
Pods — Operational Intelligence
Entry Pod
$49
per month
Knowledge extraction, daily operational briefs, breakpoint detection, and financial monitoring.
  • Cloud HQ included
  • Knowledge extraction
  • Daily operational briefs
  • Breakpoint detection
  • Financial monitoring
Get Entry
Connect Pod
$200
per month
Full operational intelligence — playbook distribution, cross-domain analysis, Company Scorecard, and advisory access.
  • Everything in Entry
  • Playbook distribution
  • Cross-domain intelligence
  • Company Scorecard
  • Advisory access
Get Connect
Command Pod
$500
per month
Full agentic intelligence — custom orchestration, dedicated advisory, and enterprise AI readiness.
  • Everything in Connect
  • Agentic orchestration
  • Custom breakpoints
  • Dedicated advisory
  • Priority support
Contact Us

KnowledgeBase

AI-powered knowledge banking — extract institutional knowledge, build playbooks, and compound operational intelligence.

Basic
Incl.
with Cloud HQ
Basic knowledge capture and search across your Business HQ data.
  • Basic AI search
  • Document connections
  • 1 member
  • 1 GB storage
Included
Starter
$29
per month
Enhanced extraction with AI processing, playbook assembly, and team knowledge sharing.
  • 5 hrs / month AI processing
  • Playbook assembly
  • Up to 15 members
  • 5 GB storage
Get Starter
Growth
$49
per month
Full intelligence — pattern detection, cross-domain analysis, and operational insights.
  • 10 hrs / month AI processing
  • Pattern detection
  • Cross-domain analysis
  • Up to 30 members
  • 10 GB storage
Get Growth
Scale
$79
per month
Unlimited intelligence with priority processing and extended team access.
  • 15 hrs / month AI processing
  • Priority processing
  • Proactive intelligence
  • Up to 50 members
  • 20 GB storage
Get Scale

Done-For-You Advisory

Expert-led engagements — we extract, package, and distribute your knowledge into operational systems.

EPD Blueprint
$2,500–$5,000
one-time engagement
Extract, Package, Distribute — we interview your team, build your playbooks, SOPs, and decision trees.
  • Knowledge extraction interviews
  • What/Why/How playbooks
  • SOP & decision tree assembly
  • Distribution roadmap
Learn More
AROS Full Build
$15,000–$25,000
one-time engagement
Full Automation Ready Operating System build — from extraction through agentic deployment.
  • Complete EPD Blueprint
  • Agentic workflow setup
  • AI assistant configuration
  • Prompt library & system prompts
  • Team training & handoff
Learn More
D4Y Ongoing
$3,000
per month
Continuous advisory — ongoing knowledge extraction, system optimization, and agentic scaling.
  • Monthly extraction sessions
  • Playbook updates
  • System optimization
  • Dedicated advisor
  • Priority support
Contact Us
Business HQ + FolioWallet free forever · No credit card required · Your data stays yours

FolioWallet for Nonprofits

Branded digital wallet for your team — member cards, expense tracking, and financial controls.

Free
$0
free forever
Branded digital wallet with encrypted vault and secure team sharing.
  • Branded digital wallet
  • Encrypted vault
  • Secure sharing
  • Up to 3 team members
Start Free
Base
$6.99
per seat / month
Member spending cards, grant expense tracking, and program-level budgeting.
  • Everything in Free
  • Member spending cards
  • Grant expense tracking
  • Program budgeting
  • Receipt capture
Get Base
Premium
$9.99
per seat / month
Per-member controls, approval workflows, donor fund tracking, and real-time spend intelligence.
  • Everything in Base
  • Per-member controls
  • Approval workflows
  • Donor fund tracking
  • Real-time intelligence
Get Premium
Volume Pricing (per seat, min 5)
SeatsBase / seatPremium / seat
5 – 25$6.99/mo$9.99/mo
26 – 100$4.99/mo$7.99/mo
100+CustomCustom

Nonprofit HQ

Your institutional operating system — Board Governance Kit, grant management, and organizational intelligence. Free forever at the base level.

Free Local
$0
free forever
Full Nonprofit HQ with 9-section Board Governance Kit — bylaws, financials, compliance, and grant documentation.
  • Nonprofit HQ dashboard
  • 9-section Board Governance Kit
  • Grant-ready documentation
  • Local storage
Start Free
Cloud HQ
$9.99
per month
Cloud sync, team collaboration, encrypted backup, and basic KnowledgeBase included.
  • Everything in Free Local
  • Cross-device sync
  • Team collaboration
  • Encrypted cloud backup
  • Basic KnowledgeBase included
Get Cloud HQ
Pods — Institutional Intelligence
Base Pod
$35
per month
Knowledge capture, daily briefs, grant lifecycle tracking, and compliance monitoring.
  • Cloud HQ included
  • Knowledge capture
  • Daily operational briefs
  • Grant lifecycle tracking
  • Compliance monitoring
Get Base
Professional Pod
$149
per month
Full institutional intelligence — playbook distribution, donor guides, grant narrative assembly, and cross-domain analysis.
  • Everything in Base
  • Institutional playbooks
  • Grant narrative assembly
  • Donor relationship guides
  • Cross-domain intelligence
Get Professional
Enterprise Pod
$349
per month
Full agentic intelligence — custom orchestration, dedicated advisory, and mission-critical automation.
  • Everything in Professional
  • Agentic orchestration
  • Impact reporting
  • Dedicated advisory
  • Priority support
Contact Us

KnowledgeBase

AI-powered knowledge banking — extract institutional knowledge, build grant narratives, and compound organizational intelligence.

Basic
Incl.
with Cloud HQ
Basic knowledge capture and search across your Nonprofit HQ data.
  • Basic AI search
  • Document connections
  • 1 member
  • 1 GB storage
Included
Starter
$29
per month
Enhanced extraction with AI processing, grant narrative assembly, and team knowledge sharing.
  • 5 hrs / month AI processing
  • Grant narrative assembly
  • Up to 15 members
  • 5 GB storage
Get Starter
Growth
$49
per month
Full intelligence — pattern detection, cross-program analysis, and institutional insights.
  • 10 hrs / month AI processing
  • Pattern detection
  • Cross-program analysis
  • Up to 30 members
  • 10 GB storage
Get Growth
Scale
$79
per month
Unlimited intelligence with priority processing and extended organization access.
  • 15 hrs / month AI processing
  • Priority processing
  • Proactive intelligence
  • Up to 50 members
  • 20 GB storage
Get Scale

Done-For-You Advisory

Expert-led engagements — we extract, package, and distribute your institutional knowledge into operational systems.

EPD Blueprint
$2,500–$5,000
one-time engagement
Extract, Package, Distribute — we interview your team, build institutional playbooks, grant narratives, and donor guides.
  • Knowledge extraction interviews
  • Institutional playbooks
  • Grant narrative assembly
  • Distribution roadmap
Learn More
AROS Full Build
$15,000–$25,000
one-time engagement
Full Automation Ready Operating System build — from extraction through mission-critical automation.
  • Complete EPD Blueprint
  • Agentic workflow setup
  • AI assistant configuration
  • Impact reporting systems
  • Team training & handoff
Learn More
D4Y Ongoing
$3,000
per month
Continuous advisory — ongoing knowledge extraction, system optimization, and institutional scaling.
  • Monthly extraction sessions
  • Playbook updates
  • System optimization
  • Dedicated advisor
  • Priority support
Contact Us
Nonprofit HQ + FolioWallet free forever · No credit card required · Your data stays yours