Subscription Plans

Understand the available Levelup plans, what each includes, and how usage-based billing works.

Levelup offers tiered subscription plans that scale with the number of companies in your portfolio. This guide covers what each plan includes and how billing is calculated.

Plans Overview

Levelup Pro

Levelup Pro is the standard paid plan for organizations actively managing portfolio companies. It includes:

Full access to all financial analysis tools (income statement, balance sheet, cash flow)
AI-normalized chart of accounts
Over 30 automatically calculated KPIs
Portfolio dashboard with sorting, filtering, and Pulse view
QuickBooks Online and Xero integrations
Company sharing and collaboration
Report generation
Notification inbox
MCP token access for AI integrations

You can choose between monthly or annual billing frequency. Annual billing provides a discount compared to paying monthly.

Enterprise Plan

The Enterprise plan is designed for large organizations that need additional capabilities beyond Pro. It includes:

Everything in Levelup Pro
Unlimited companies
Custom dashboards
Custom fields
AI analysis
Advanced security
Onboarding support

Enterprise pricing is custom. Contact Levelup at levelup.ai/contact to learn more.

Complimentary Plan

Some organizations may be placed on a complimentary (gratis) plan at Levelup's discretion. Complimentary organizations have full access to the platform with no billing required. The billing page will show a "Complimentary" badge and display a total of $0.00.

Usage-Based Billing

Levelup uses per-company pricing. You are billed based on the number of active, billable integrations connected to your organization -- not the number of users or seats.

What Counts as a Billable Integration

A billable integration is a connection that is:

Linked to an accounting software account (QuickBooks Online or Xero)
Active and not disconnected
Importing data -- the integration has recently synced company financial data

Integrations that are disconnected or have had their data purged are automatically excluded from billing.

How Per-Company Pricing Works

The subscription page shows your total based on the number of billable integrations at the time of checkout. For example, if you have 5 connected companies importing data, your bill is calculated as:

Monthly: price per company multiplied by 5, billed each month
Annual: price per company multiplied by 5 multiplied by 12, with an annual discount applied

The per-company rate is displayed on the billing page as a per-company-per-month figure, regardless of whether you chose monthly or annual billing.

Proration

When the number of companies in your organization changes mid-billing-cycle (for example, you connect a new integration or disconnect an existing one), Levelup adjusts your next invoice through proration. You are credited for unused time on removed companies and charged proportionally for newly added companies.

Viewing Your Current Plan

To see your current plan and pricing details:

Open Organization > Billing from the sidebar.
The subscription card at the top shows your plan name, billing cycle, number of companies, total amount, and auto-renewal status.
The current billing period dates are displayed below the plan details.