Agency Root pricing: one price per company, not per seat

• Choose Agency Root to run people, leave, calendar and documents, and give clients a basic view.
• Choose Agency Growth to see client profitability, send quotations and get meeting minutes.
• Choose Agency Scale if you have more than 50 employees or want the full set of AI agents.

The core operating system for an agency.

• Employee profiles, organization chart, attendance, employee leave and work schedules
• One company calendar with Google Calendar sync
• Documents, announcements, SOP library and company directory
• Client database, vendors and freelancers, expenses and reports
• Basic AI assistant: summaries, report narratives, drafting and simple questions
• Basic client access: dashboard, timeline, scope, contracts, reports and requests
• Up to 50 active employees and 5 GB of document storage

Everything in Agency Root, plus the commercial and financial layer.

• Full financial intelligence: fully loaded employee cost, overhead allocation, client profitability, break-even and outstanding collections
• Meeting intelligence: recording, transcripts, meeting summaries, action items and minutes
• Commercial engine: service catalog, pricing engine, quotations, proposals, contract templates and invoices
• AI Quotation Agent
• Full client workspace: client approvals, brief builder, monthly entitlements, payments and invoices
• Up to 50 active employees and 5 GB of document storage

Everything in Agency Growth, plus the full set of AI agents.

• All current AI agents, including the CEO AI assistant and the Client Intelligence, Proposal, Contract, Sales, Scope Creep and Pipeline Intelligence agents
• Commercial AI search and advanced forecasting
• Client AI assistant and client intelligence
• Opt-in access to Agency Root Labs
• No fixed employee limit, under fair-use terms

A capability becomes available on your plan when it is released. Features in beta are labeled as beta.

• Your own branded app on iOS and Android, and web administration. See the white-label agency app.
• English and Arabic, including right-to-left layout.
• Client users, under fair use. They do not count as employees.
• Standard support.

Use the product for 14 days with one admin user and sample data, before importing your own company. Start a 14-day trial

• Term. Six months or one year, paid upfront.
• Currency. Plans are priced in US dollars and converted to your local currency at the rate on the payment date.
• Employees. You can add and remove employees within your plan's entitlement at no extra charge. If an agency on Agency Root or Agency Growth passes 50 active employees, it moves to Agency Scale or a custom quote. It is not billed per extra person.

• App setup. On an annual term there is no separate fee for creating and publishing your app. The six-month price includes $79 for that work.

• Renewal. If a subscription is not renewed, there is a 14-day grace period before access is suspended.