Every plan includes unlimited one-time financial collections, OCR, auto-categorization, and disclosure-form drafting. You only pay extra for bank connections you keep live.
No subscription — a flat fee per case. Built for self-represented individuals and one-off matters. OCR, auto-categorization, FL-150 / FL-142 drafting, court-ready export, and email support all included.
Switch to a plan anytime — once you're running a few cases a month, a subscription is almost always cheaper.
Collecting a client's history is always unlimited and included: connect a bank, pull the transaction history, export it, and disconnect. You're never charged per case or per export.
A live connection is a bank login you keep continuously refreshing — useful for monitoring spending or income during an active matter. Because each live connection carries an ongoing data cost, every plan includes a pool, and additional live connections are billed per month.
OCR pages are pages of uploaded statements Affidata reads and categorizes. A typical monthly bank statement runs 5–15 pages, so a multi-year case can be hundreds to a few thousand pages. Each plan includes a monthly page allowance; pages beyond it are billed per page.
Unlimited one-time collections · OCR up to your monthly page allowance · auto-categorization · FL-150 / FL-142 drafting · court-ready exports
Extra OCR pages beyond your monthly allowance, and extra live (continuously-refreshing) connections — each billed at your plan's rate
| Plan | OCR pages / mo | Add'l page | Live connections | Add'l connection / mo |
|---|---|---|---|---|
| Starter | 1,500 | $0.05 | 5 | $12 |
| Professional | 6,000 | $0.05 | 25 | $10 |
| Firm | 30,000 | $0.04 | 100 | $6 |
Connecting a client's bank, pulling their full transaction history, and exporting it. This is unlimited on every plan — most cases only need this.
When you want a bank account to keep refreshing during an active matter — for example, tracking spending or verifying income over time before trial.
Yes. Run your next financial disclosure through Affidata at no cost, no credit card. You'll see the time savings on a real case before you pay.
Yes — use the pay-as-you-go option (linked above). A flat $50 per case, no subscription. It's built for self-represented individuals and one-off matters.
California FL-150 and FL-142 are supported today, with more jurisdictions being added. Transactions, income, and liabilities map to the right sections automatically.
Yes. Affidata follows SOC 2 Type II practices with bank-grade encryption, and access tokens are never exposed to the browser.
No credit card. See the time savings on your first real case.
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