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# of companies your firm manages:
120
Pro plan price: $22,032 / year
Effective Monthly Rate: $15.30 / company
Pro
Recommended
Best for small to medium firms.
Custom pricing
Pro plan included:
  • Unlimited users
  • Up to 500 companies
  • Admin roles
  • AI standardization
  • Portfolio dashboards
Enterprise
Best for large enterprises.
Custom pricing
Everything included in Pro, plus:
  • Unlimited companies
  • Custom dashboards
  • Custom fields
  • AI analysis
  • Advanced security
  • Onboarding support

" Levelup has proven to be a reliable solution for our needs. It took us under 1 hour to complete our organizing our finance. This has been the most straightforward experience we've had with financial statement."

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Johnathan Wells
CEO of Account Firm
Features
Integrations
AI standardization
Portfolio dashboards
Business intel
Financial statement analysis
Accounting reliability
KPI insights
Cash analysis + forecasting
Macro intel
Public comparables
GDP + inflation comparison
Credit market analysis
Industry benchmarking
Private comparables
Custom dashboards
Import and export
Custom fields
Company AI analysis
Portfolio AI analysis
Team management
Private teams
Security
Google SSO
Microsoft SSO
Admin roles
Advanced sharing
Advanced authentication
IP restrictions
SCIM provisioning
Domain claiming
Audit log
Support
Account manager
Priority support
Custom terms
Uptime SLA
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