Pricing
A manager on the books from $29 a month.
Every plan is the complete Portfolio Manager — mail, books, feeds, routines and reports. The tiers change one thing: how much work it can take on each month.
How many properties?
Lite
$29 /month
AUD · GST included · monthly, cancel anytime
Everyday chat plus roughly 10 document-heavy emails filed end to end each month.
- One property
- 1 ownership entity
- 2 GB document storage
Starter
$49 /month
AUD · GST included · monthly, cancel anytime
Everyday chat plus roughly 14 document-heavy emails filed end to end each month.
- Up to 3 properties
- 1 ownership entity
- 5 GB document storage
Pro
$95 /month
AUD · GST included · monthly, cancel anytime
Roughly 28 document-heavy emails a month, plus everyday chat.
Double Starter’s AI allowance.
- Up to 6 properties
- Trusts, companies & SMSFs
- 20 GB document storage
Max
$150 /month
AUD · GST included · monthly, cancel anytime
Roughly 56 document-heavy emails a month, plus everyday chat.
- Up to 12 properties, then add more
- Multiple entities
- 50 GB document storage
- Priority support
Past the 12 properties included on Max, add more at $10 a month each for the 13th to 25th, $8 for the 26th to 50th and $6 beyond that. Each one adds 0.5M tokens to your monthly allowance.
14 days free · no card to start · nothing filed without your approval
No feature gates
Every plan gets the whole manager.
There’s no “premium” version of doing the books properly. Capacity is the only thing you’re choosing.
- The full Portfolio Manager, in chat
- Email intake with your own PropBoss address
- Documents read, filed and expiry-tracked
- Approval cards — editable before commit
- Bank & loan feeds: 120+ institutions via CDR
- Rate & repayment watch on your loans
- Routines — scheduled checks and reports
- Property, entity and tenancy records
- All reports, incl. the ATO 2025–26 EOFY working paper
- Share packs for your accountant or broker
Busy months
Settlement month doesn’t break anything.
If the manager hits its monthly allowance mid-job, it pauses and asks — nothing is lost, nothing gets filed carelessly to save room.
Top up at $15 per 1M tokens — bulk packs are cheaper (5M · 10% off, 10M · 20% off) — or switch on auto top-up so it never stalls. Auto top-up is opt-in and yours to control. The allowance resets every month.
The fine print, once
Behind each plan is a monthly AI allowance — 1.5M tokens on Lite, 2M on Starter, 4M on Pro, 8M on Max. Tokens meter the real work the manager does: reading, writing, remembering context, and the model tier it ran on. A 40-page statement costs more than a quick question, and a heavier model costs more than a light one — the meter simply reflects it.
The trial
Add one property. Watch it file your first statement. Then decide.
The 14 days start when you add your first investment property — not when you sign up. No card to start, and nothing is committed to your books without your approval, trial or not.
14 days free · no card to start · nothing filed without your approval
Questions
Asked and answered.
What happens after the 14 days?
You pick a plan to keep the manager working. Plans are monthly with no lock-in and no setup fee — cancel anytime.
What’s a token, honestly?
Tokens meter the real work the manager does — reading, writing, remembering context and which model tier it used — so a long statement costs more than a quick question. Rule of thumb: 1M tokens covers a solid month of chat plus a steady stream of document emails. You’ll see it as a plain-English allowance, not a token counter.
What if a busy month uses it all?
The manager pauses and asks — nothing is lost or filed wrong. Top up at $15 per 1M tokens, with bulk packs cheaper (5M at 10% off, 10M at 20% off), or switch on auto top-up so it never stalls. The allowance resets every month.
What’s on each plan?
Everything. Every plan has every capability — capacity (properties, monthly allowance, storage, entities) is the only difference.
Can I change plans?
Yes, anytime. Upgrades and downgrades are self-serve.
What if I have more than 12 properties?
Max covers 12, then you add properties as you buy them — $10 a month each for the 13th to 25th, $8 for the 26th to 50th, and $6 for each one beyond that. Every added property also lifts your monthly AI allowance by 0.5M tokens, so a bigger portfolio doesn’t run the manager short. Extras are billed monthly with your plan and stop when the property does.
Is GST included?
Yes. All prices are in AUD and GST-inclusive — $29, $49, $95 and $150 are what you actually pay.
Does the manager act without me?
No. Transactions, filed documents and outbound emails are approval-gated. Nothing hits your books until you tap Approve. Ever.
What if it gets something wrong?
It proposes, you approve — and every card is editable inline before it commits. When it isn’t sure, it asks instead of guessing.
Do I still need my accountant?
Yes — they just stop getting a shoebox. They get an EOFY working paper aligned to the ATO’s 2025–26 rental schedule, or a scoped share pack.
Is the subscription tax-deductible?
Subscriptions for managing investment properties are generally tax-deductible — check with your accountant.
Do you sell my data?
No. Bank connections run through CDR-accredited open banking, and your data is never sold.
Cheaper than the evenings it replaces.
Lite $29 · Starter $49 · Pro $95 · Max $150 — AUD, GST included, monthly, cancel anytime.
14 days free · no card to start · nothing filed without your approval