Pay for the platform.
Clients are free.
Pick a tier based on the modules you need. Invite your core team. Give unlimited clients free portal access on every plan, forever.
Simple scale-based plans with no contract. Cancel anytime.
Starter
Replace your Notion + Trello + spreadsheets stack. One workspace for the basics.
What's included
- Tickets, Kanban & Operations Grid
- Studio deliverable upload & review
- Clients, Leads & credential vault
- Accounting sync for Zoho Books & QuickBooks
- Personal time tracker & Standup feed
- Default roles (5 system roles)
- Unlimited free client portal guests
- 25 GB storage · 500 AI credits / month
Studio
Run the agency on one platform. Add HR ops, automation, and AI.
What's included
- Everything in Starter, plus:
- Internal Chat (channels & DMs)
- Smart Fill AI time logging
- Team Management, Onboarding & Documents
- Rosters, Leave & Attendance
- Workflows / Process Engine
- Proposal Generator
- Finance approval & lock workflow
- Social Analytics (Facebook, LinkedIn)
- Custom roles & granular permissions
- 250 GB storage · 5,000 AI credits / month
Scale
Own your finance suite, run payroll, and white-label the portal.
What's included
- Everything in Studio, plus:
- Native finance suite: invoicing, quotes & payments
- Multi-currency invoicing
- Full payroll: payslips, e-signature, tax compliance
- Profitability & P&L dashboards
- Audit log & activity history
- Domain white-label (portal.youragency.com)
- 2 TB storage · 25,000 AI credits / month
- Priority email support (8h)
Enterprise
Bespoke deployment with SSO, SLAs, and procurement-friendly controls.
What's included
- Everything in Scale, plus:
- Custom finance integrations & tax engines
- Region-specific payroll setup
- SSO (Google / Microsoft / Okta)
- SAML & SCIM provisioning
- Custom data residency / on-prem option
- Dedicated Customer Success Manager
- 99.9% uptime SLA
- Custom storage & pooled AI credits
All prices in USD. VAT and local taxes added at checkout where applicable.
When to upgrade
Clear triggers, not surprise paywalls
When you're running a team
Internal chat, Smart Fill, Workflows, custom roles, proposals, and the full HR suite (team, onboarding, leave, documents) unlock here. Most agencies hit this around 5 people or their first retainer.
When you outgrow external accounting
The native finance suite means you invoice, quote, and take payments inside AgencyOS instead of syncing to Zoho or QuickBooks. Adds payroll, multi-currency, P&L dashboards, white-label, and audit logs. The platform becomes your system of record.
When procurement gets involved
SSO, SAML, SCIM, data residency, custom finance and payroll integrations, a dedicated CSM, and an uptime SLA. Bespoke contracts, security reviews, and DPA paperwork all handled.
Compare every feature
Everything that ships in each tier
AI credits are a shared monthly pool. A quick question uses about 1 credit; a Smart Fill draft or multi-step action uses more. Top-ups available any time. Storage overage billed at $0.20 per GB per month. Need something not listed? Talk to us.
Frequently asked questions
Do I have to pay for my clients to use the portal?
No. Client portal guests are unlimited and free on every tier, including Starter. We only charge for internal team seats.
What happens if our team grows past the seat band?
Nothing breaks. The seat numbers describe what each tier is sized for, not a hard cap. We'll reach out when usage suggests an upgrade would save you money or unlock features your team is asking for.
Is there a setup fee or contract?
No setup fees and no contracts on monthly plans. Cancel any time. Annual plans get 20% off in exchange for a 12-month commitment.
How do AI credits work?
Agenie runs on a monthly credit pool. A quick question costs roughly 1 credit; a Smart Fill timesheet draft or a multi-step action costs more (typically 3 to 5) because they read more of your data. Starter includes 500 credits, Studio 5,000, Scale 25,000, and Enterprise gets a custom pool. Run low? Top-ups are available any time, and unused credits don't roll over.
What's the difference between accounting sync and the native finance suite?
On Starter and Studio, AgencyOS syncs with your existing Zoho Books or QuickBooks. Your accounting tool stays the system of record and we push invoices and payment status to it. On Scale, you get a native finance suite: create and send invoices, quotes, and estimates, take payments, and run multi-currency and P&L reporting entirely inside AgencyOS, no external accounting tool required. Enterprise adds custom integrations (Xero, NetSuite, SAP) and regional tax engines.
When do I need Payroll specifically?
Payroll is gated to Scale because it handles real money: payslips, e-signatures, statutory deductions, and local tax compliance. Most small agencies outsource payroll, so Starter and Studio leave it out. Scale is for in-house operations teams that run payroll themselves; Enterprise adds region-specific setup for multi-country teams.
What does domain white-labeling include?
On Scale and Enterprise, the client portal can run on your own subdomain (e.g. portal.youragency.com). Your clients see your logo, your colors, and emails come from your domain. No AgencyOS branding visible to them.
Can I switch tiers later?
Up or down, any time. Upgrades take effect immediately and are prorated. Downgrades take effect at the start of your next billing cycle.
Do you offer non-profit or education discounts?
Yes. 30% off any tier for registered non-profits and accredited educational institutions. Reach out via Contact Sales.
Ready to run your agency
on one platform?
Start with a 14-day free trial on any tier. No credit card required. Cancel any time.