Pricing
Free 14-day trial included. For custom plans, reach out to us: info@meetwithfocal.com
Pricing
Free 14-day trial included. For custom plans, reach out to us: info@meetwithfocal.com
Pricing
Free 14-day trial included. For custom plans, reach out to us: info@meetwithfocal.com
Save by paying Annually
Lite
$50
/month (billed annually)
Exclusively for smaller teams of up to 3.
Free 14-day trial included. 20 meeting limit.
Features:
AI note-taking
Generated pre-meeting prep, summaries, emails, tasks
CRM sync
"Ask anything" search
In-person/virtual/phone transcription
Stateless AI models on Microsoft
Customer support
SOC 2 Type 2; TLS 1.2+ and AES-256
Free 14-day trial
Basic is limited to 20 meetings/month
Pro
$100
/month (billed annually)
For financial advisors and RIA teams of 4+.
Free 14-day trial included.
Everything in Basic, plus:
Unlimited meetings
Performance coaching
130+ unlockable integrations
24/7 customer support
Assistant seats available
No custom integrations
No dedicated managed support
No custom workflow automations
Enterprise
Contact Us
Professional Services, dedicated managed support, and custom integrations for enterprises.
Everything in Core, plus:
AI Agents for KYC, onboarding, etc.
Form-filling
Custom workflow automations
Custom integrations and APIs
Embeddable deployment options
Enterprise administration and user management
Dedicated training, implementation, and onboarding
Dedicated real-time support
Save by paying Annually
Lite
$50
/month (billed annually)
Exclusively for smaller teams of up to 3.
Free 14-day trial included. 20 meeting limit.
Features:
AI note-taking
Generated pre-meeting prep, summaries, emails, tasks
CRM sync
"Ask anything" search
In-person/virtual/phone transcription
Stateless AI models on Microsoft
Customer support
SOC 2 Type 2; TLS 1.2+ and AES-256
Free 14-day trial
Basic is limited to 20 meetings/month
Pro
$100
/month (billed annually)
For financial advisors and RIA teams of 4+.
Free 14-day trial included.
Everything in Basic, plus:
Unlimited meetings
Performance coaching
130+ unlockable integrations
24/7 customer support
Assistant seats available
Custom integrations
Dedicated managed support
Customizable workflows
Enterprise
Contact Us
Professional Services, dedicated managed support, and custom integrations for enterprises.
Everything in Core, plus:
AI Agents for KYC, onboarding, etc.
Form-filling
Custom workflow automations
Custom integrations and APIs
Embeddable deployment options
Enterprise administration and user management
Dedicated training, implementation, and onboarding
Dedicated real-time support
Save by paying Annually
Lite
$50
/month (billed annually)
Exclusively for smaller teams of up to 3.
Free 14-day trial included. 20 meeting limit.
Features:
AI note-taking
Generated pre-meeting prep, summaries, emails, tasks
CRM sync
"Ask anything" search
In-person/virtual/phone transcription
Stateless AI models on Microsoft
Customer support
SOC 2 Type 2; TLS 1.2+ and AES-256
Free 14-day trial
Basic is limited to 20 meetings/month
Pro
$100
/month (billed annually)
For financial advisors and RIA teams of 4+.
Free 14-day trial included.
Everything in Basic, plus:
Unlimited meetings
Performance coaching
130+ unlockable integrations
24/7 customer support
Assistant seats available
Custom integrations
Dedicated managed support
Customizable workflows
Enterprise
Contact Us
Professional Services, dedicated managed support, and custom integrations for enterprises.
Everything in Core, plus:
AI Agents for KYC, onboarding, etc.
Form-filling
Custom workflow automations
Custom integrations and APIs
Embeddable deployment options
Enterprise administration and user management
Dedicated training, implementation, and onboarding
Dedicated real-time support