Question 1

What counts as an Emma credit?

Accepted Answer

Credits power Emma's work — reading a document, filling a form, and joining a meeting (transcript + summary). Your plan includes 50 credits per user each month, pooled across your firm, sized to cover a typical advisor's full workload. CRM syncing is always free and never uses credits.

Question 2

How does overage work?

Accepted Answer

When you use your included credits, Emma keeps working — no interruptions. Auto-overage is off by default; turn it on and additional credits are billed at $0.25 each. It's uncapped unless you set your own monthly spend limit, and we'll alert you as you go. Prefer to plan ahead? Buy a discounted credit pack anytime instead.

Question 3

Do credits roll over?

Accepted Answer

Yes. Unused credits roll over for up to two months — credits earned in one month stay usable through the end of the second following month. We've sized the plans so most firms never run short, and overage or credit packs handle the rest.

Question 4

Is there a free trial?

Accepted Answer

Yes — start free with $50 in Emma credits, no credit card required. Put Emma to work on your real documents and see the value before you ever pay. When you're ready, it's as low as $79 per user / month.

Question 5

Is annual billing cheaper?

Accepted Answer

Yes. Annual billing is $79 per user / month (billed yearly), versus $99 month-to-month — about 20% off — and locks in your rate for the year.

Question 6

Which CRMs do you sync with?

Accepted Answer

Wealthbox is live today. Redtail and Salesforce are coming soon. CRM sync is included on every plan and never uses credits.

Question 7

Is Finpace secure enough for my firm?

Accepted Answer

AES-256 encryption at rest, SOC 2 Type II in progress, and ESIGN/UETA compliant e-signatures. Built for SEC and FINRA regulated environments.

Question 8

Can I add more users without upgrading?

Accepted Answer

Yes — Finpace is priced per user, so you simply add seats as your team grows at $79 per user / month. No tiers to jump between, no surprise upgrade walls. Each new user adds their own monthly credit allotment to your firm's shared pool.

Question 9

Can I change my plan or seats anytime?

Accepted Answer

Yes. Add or remove seats in one click — added seats are prorated, and reductions take effect at your next billing cycle. Need enterprise volume pricing? Talk to us anytime.

Question 10

What if I outgrow self-serve?

Accepted Answer

Once you're at 20+ users, our Enterprise plan offers volume pricing, negotiated credits, SSO, dedicated success management, custom integrations, and white-glove migration. Talk to us and we'll build a plan around your firm.

Feature	Pro	Enterprise
Capacity
Users	Per user	20+
Emma Credits / mo	50 / user (pooled)	Negotiated
Credit Rollover	2 mo	Custom
Overage Rate	$0.25	Custom
Core Features
DocuVault
Smart Forms
Emma AI Chat
Emma Extraction
CRM Sync (free, always)
Advanced
Priority Emma processing
Custom branding on forms
Bulk PDF mapping
SSO (Google / Microsoft)
API access
Priority support (4-hr)
Dedicated success + SLA
Custom integrations

Start free.
Pay as Emma works.

Pro

Enterprise

Need more of Emma?
Pay more when you need more.

What can Emma do with your credits?

Overage rate

Credit Packs — top up anytime

500 credits

1,500 credits

4,000 credits

Compare every plan

Questions, answered

Try Emma on your documents. Free.

Start free. Pay as Emma works.

Pro