Note: "Per account" refers to every connected email account in the Organization. This can include multiple emails from the same user, and/or one email per multiple users.
Enterprise
For institutions with advanced workflows and security requirements.
Everything in AI Ultra, plus
Team Workspaces
Custom Fields & Properties
CSV imports & exports
SSO + Advanced Permissions
Dedicated Servers
Dedicated Onboarding + Support
Pricing Details
Full Comparison Table
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| Features | Starter | AI Pro | AI Ultra |
|---|---|---|---|
| Plan Price | Free | $200/account/mo | $3,000/account/mo |
| Users | 1 | Up to 5 | Custom |
| IRIS Credits | 20 Free | Unlimited | Unlimited |
| Core OS | ✓ | ✓ | ✓ |
| All Integrations | ✓ | ✓ | ✓ |
| AI Notetaker Integration | ✓ | ✓ | ✓ |
| Mobile IRIS Chat | — | ✓ | ✓ |
| Priority Support | — | ✓ | ✓ |
| Diligence AI | — | — | ✓ |
| Raise AI | — | — | ✓ |
| Build & Deploy Custom Agents | — | — | ✓ |
| Investment Workflows | — | — | ✓ |
| AI Document Creation | — | — | ✓ |
| Dedicated Support | — | — | ✓ |