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