Charity Starter
Up to 5 advisers
- 250 active cases
- EliConnect and client portal
- Standard workflows
- Impact reporting
- 50 open banking or credit checks a month
- Email support
- Implementation free
Charity pricing sits 68 to 77% below commercial. Eli AI is included in every plan. All prices exclude VAT.
Up to 5 advisers
Up to 15 advisers
Unlimited advisers
Up to 10 advisers
Up to 25 advisers
Unlimited advisers
Monthly billing costs 20% more than annual. Volume and multi-year discounts apply to the licence for larger teams. Consortium pricing for MaPS bids on request.
Move the sliders for an indicative yearly cost. Want it in writing? We'll email a tailored quote.
Over 50 advisers, volume discounts apply. We'll quote you properly.
Indicative, per year, excluding VAT and usage above included allowances.
Email me a quotePer adviser per month. Allowances pool across your organisation.
| Pack | Charity | Commercial |
|---|---|---|
| Essentials SMS and voice in the case record | £18 | £25 |
| Professional Adds video, transcription and auto case notes | £42 | £60 |
| Intelligence Adds AI summaries, sentiment and distress flags for adviser review | £85 | £120 |
Above your plan's monthly allowance. Through AperiData.
| Check | Price |
|---|---|
| Open banking only | £1.50 |
| Credit report only | £1.00 |
| Both together | £2.00 |
| Both, above 5,000 a month | £1.70 |
No. Eli AI is included in every licence, with no tokens, credits or usage charges.
Registered charities, with proof of status at contracting. If you are a community interest company or another not-for-profit advice service, talk to us.
Data migration, configuration, training and daily check-ins for the first week after go-live. Implementation is free for registered charities.
Each tier includes a monthly allowance of checks. Above that, an open banking check is £1.50, a credit report £1.00, or £2.00 for both together. High volumes above 5,000 combined checks a month are £1.70.
Yes. We run paid pilots and proof-of-value projects scoped around one service line, with clear success measures agreed up front.
Annual licences are invoiced in advance. From year two, prices rise in line with CPI plus a small fixed percentage, set out in your contract. Prices exclude VAT.
We'll send a tailored quote within two working days.
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