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7-day free trial. No credit card required.
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Frequently asked questions
What counts as a statement?
Any CSV or Excel export from a carrier portal. We also support auto-pull from 20+ major carriers so you don't have to download anything manually.
Can I switch plans?
Yes, upgrade or downgrade anytime from your billing settings. Changes take effect at the start of the next billing cycle.
Is my data secure?
All data is encrypted at rest and in transit using AES-256 and TLS 1.3. We are HIPAA compliant and SOC 2 Type II certification is in progress.
What if I exceed my carrier limit on LITE?
You'll be prompted to upgrade to PRO. We never cut off your access to existing data — you can always view historical statements and reports.
Do you offer refunds?
We offer a 7-day free trial with no credit card required. After the trial, we don't offer refunds for partial months, but you can cancel anytime and your access continues until the end of the billing period.
Still have questions?
Start your free trial today — no credit card, no commitment.