Starter
For solo advisors and small practices.
€49/month
14-day free trial · No card required
- Up to 5 clients
- Advisor dashboard
- Portfolio health
- Review queue
- Client invitations
- Documents and messaging
- Booking rules
- Basic reporting
Pricing
Simple pricing for every stage of your business
Manage your own finances or run your entire advisory portfolio from one intelligent platform.
- 14-day free trial
- No card required
- Upgrade whenever you grow
Choose how you use Zottio
Pro
For growing accounting firms.
€99/month
14-day free trial · No card required
- Everything in Starter
- Up to 20 clients
- Workflow automation
- Payroll management
- Advanced reports
- Scanner and OCR
- Exports and bulk operations
- Priority support
Unlimited
For larger firms managing extensive portfolios.
€199/month
14-day free trial · No card required
- Everything in Pro
- Unlimited clients
Plan details
Compare plans
See the capacity and workflows designed for each stage.
Client capacity
- Starter
- Up to 5
- Pro
- Up to 20
- Unlimited
- Unlimited
Dashboard
- Starter
- Included
- Pro
- Included
- Unlimited
- Included
Portfolio
- Starter
- Health overview
- Pro
- Health overview
- Unlimited
- Health overview
Review
- Starter
- Included
- Pro
- Included
- Unlimited
- Included
Invitations
- Starter
- Included
- Pro
- Included
- Unlimited
- Included
Messaging
- Starter
- Included
- Pro
- Included
- Unlimited
- Included
Automation
- Starter
- Not included
- Pro
- Included
- Unlimited
- Included
Payroll
- Starter
- Not included
- Pro
- Included
- Unlimited
- Included
Reports
- Starter
- Basic
- Pro
- Advanced
- Unlimited
- Advanced
Scanner / OCR
- Starter
- Standard documents
- Pro
- Advanced workflow
- Unlimited
- Advanced workflow
Export and bulk
- Starter
- Not included
- Pro
- Included
- Unlimited
- Included
Support
- Starter
- Standard
- Pro
- Priority
- Unlimited
- Priority
Built to grow with you
Start with what you need. Upgrade when you grow.
Your data remains in place when you change plans. Review a higher-capacity plan whenever you need more advanced functionality.
- No migration required
- Keep your existing data
- Upgrade at any time
Questions
Everything you need to choose
How are clients counted?
The plan capacity is based on clients managed in the advisor portfolio.
Can I invite existing clients?
The advisor workspace includes client invitation and connection workflows.
What happens when I reach my client limit?
Review the next plan before adding clients beyond the capacity shown for your current plan.
Can I upgrade later?
Yes. You can review higher-capacity plans as your firm grows.
Is client information isolated?
Advisor access is scoped to active client relationships and each client's records remain separately owned.
Can my team use the advisor workspace?
The catalogue represents advisor-user capacity by plan. Confirm workspace setup requirements before adding a larger team.
What happens if I downgrade?
Review client capacity and required workflows before choosing a lower plan.
For accounting firms
Ready to manage your firm from one place?
Bring clients, documents and review workflows into one workspace.