Starter when you are proving the first 5 client workspaces.
Choose by client workspace volume, reporting cadence, integration coverage, and governance needs. Growth is the common agency starting point; Starter, Scale, and Enterprise cover the rest of the buying path.
Annual saves about two months. Monthly stays available.
Fast plan answer
Need the short version before the full matrix? Client volume, reporting cadence, operations depth, and governance determine the plan.
Starter when you are proving the first 5 client workspaces.
Growth when reporting is already recurring across client accounts.
Scale when QA, reviews, and higher client volume become routine.
Enterprise when security, procurement, SSO, or private connectors decide the deal.
Plan boundaries
Use these boundaries before the full comparison matrix. They tie each plan to workspace volume, integration coverage, and onboarding depth without making buyers decode the whole table first.
For solo operators and small agencies proving ROI for the first 5 clients.
For agencies managing reporting across up to 20 active client workspaces.
For multi-location teams and agencies with high client volume or deeper ops needs.
For organizations that need SSO, procurement, custom data retention, or private connector rollout.
Plan chooser
Starter proves the first reports, Growth covers weekly agency reporting, Scale handles portfolio operations, and Enterprise covers governed rollout.
For solo operators and small agencies proving invoice-backed reporting across the first client workspaces.
Recommended for agencies running weekly reporting across up to 20 active client workspaces.
For high-volume teams that need more workspaces, stronger QA, and repeatable portfolio reporting.
For organizations that need custom workspace volume, SSO, retention controls, or private connector work.
First proof-of-ROI workspace
$299/mo
$249/mo billed annually
For solo operators and small agencies proving ROI for the first 5 clients.
Start Starter planMost agencies should land here
$699/mo
$579/mo billed annually
For agencies managing reporting across up to 20 active client workspaces.
Start Growth planFor portfolio reporting
$1,499/mo
$1,249/mo billed annually
For multi-location teams and agencies with high client volume or deeper ops needs.
Talk through ScaleCustom rollout
Custom
Annual agreement
For organizations that need SSO, procurement, custom data retention, or private connector rollout.
Design Enterprise rolloutBefore checkout
The next operational step stays visible: what happens in onboarding, what is included, when to upgrade, and where billing or export questions are answered.
Starter and Growth include a guided first-workspace setup path. If setup stalls because SIRJ has not made the next required source or dashboard step clear, the onboarding path stays active before you expand.
Onboarding, connector setup requirements, dashboard readiness, and weekly reporting handoff are documented before a buyer reaches checkout.Review pathGrowth includes every current SIRJ integration, so agencies do not have to choose between connecting the records that prove revenue and keeping plan cost understandable.
Integration pages show imported records, fields used, dashboard cards unlocked, sample rows, and unsupported-source behavior for each connector.Review pathMove to the next plan when the operational boundary is visible: more client workspaces, recurring portfolio reviews, connector QA, SSO, custom retention, or private connector rollout.
The plan chooser ties upgrades to client volume, reporting cadence, operations depth, and governance instead of vague premium pressure.Review pathBefore a buyer chooses a plan, they can review the implementation timeline from selected plan to account creation, first client workspace, first source setup, dashboard evidence, and reporting handoff.
The timeline connects pricing, account setup, onboarding, setup guarantee, connector QA, reporting architecture review, and Enterprise rollout into one public path.Review pathPublic plans can use the billing portal, and report exports stay part of the plan story so teams know how access, cancellation, and customer data paths work before signup.
Billing, disclosures, privacy, and terms pages explain checkout, cancellation, export, deletion, retention, and policy boundaries.Review pathTrial and billing safety
The commercial path should not become a second product to decode. SIRJ keeps trial state, account billing, and billing-portal behavior visible before a buyer chooses a plan.
New accounts start with a time-bounded trial subscription, so setup can begin while the billing state remains visible to the account owner.
Account setup and billing pages explain trial creation, trial end state, checkout, and what happens when a trial expires.
Review detailsClient workspaces sit under one agency account, while checkout, subscription status, and billing portal access stay account-scoped instead of hiding behind a single client.
Billing and client workspace pages separate account ownership, workspace limits, plan access, and owner-level billing actions.
Review detailsPublic plan buyers should know how plan changes and cancellation are handled before they commit, especially when client reporting depends on exported proof.
The billing guide and disclosures explain billing portal access, canceled subscription behavior, report exports, data retention, and policy boundaries.
Review detailsAfter plan choice
The right plan should make the next step obvious: first-workspace setup, weekly agency reporting, portfolio operations, or governed rollout.
| Plan | Included path | When to expand |
|---|---|---|
| Starter | Guided first-workspace setup for up to 5 client workspaces, core integrations, dashboards, Ask Data, exports, and the public setup guarantee. | Move to Growth when reporting becomes weekly across more clients or the team needs every current SIRJ integration. |
| Growth | Default agency implementation path with every current integration, priority onboarding, weekly insights, custom metrics, connector health, and up to 20 active workspaces. | Move to Scale when connector readiness reviews, portfolio reporting, templates, or lineage exports become recurring operations. |
| Scale | Operational implementation support for larger portfolios: connector QA, reporting architecture review, advanced lineage exports, templates, and priority support. | Move to Enterprise when security review, SSO, procurement, custom retention, private connectors, or executive reporting have to be approved before rollout. |
| Enterprise | Governed rollout path for custom workspace volume, SSO, security review, procurement support, retention terms, private connectors, and executive reporting. | Use Enterprise from the start when governance is part of the buying requirement rather than a later upgrade trigger. |
Expansion paths
Scale and Enterprise add value through visible operating needs, not vague promises. These paths explain when deeper help belongs in the plan conversation.
Add this when a larger client portfolio needs provider setup review, stale-data inspection, and source readiness checks before reports go out.
See proofAdd this when portfolio reviews need reusable dashboard templates, lineage exports, and report review cycles instead of one-off report repairs.
See proofUse Enterprise when a must-have source is outside the public catalog and needs scope, security, implementation, and rollout planning before it can support reporting.
See proofUse Enterprise when SSO, custom retention, security review, executive reporting, or procurement has to be settled before a team connects client revenue data.
See proofPlan differentiation
The plan axis is client volume, integration coverage, onboarding depth, and governance. Use the table for the practical differences.
| Capability | Starter | Growth | Scale | Enterprise |
|---|---|---|---|---|
| Best for | First 5 clients | Core agency reporting | Portfolio reporting | Security or custom rollout |
| Client workspaces | 5 | 20 | 60 | Custom |
| Integrations | Core stack | All current | All current + QA lane | Private roadmap |
| White-label exports | Included | Included | Included | Included |
| Ask Data | Cited answers | Cited answers + custom metrics | Lineage exports | Governed rollout |
| Onboarding | 30-day guarantee | Priority queue | Quarterly architecture review | Implementation plan |
Pricing questions
These are the public decision points: workspace volume, integration coverage, onboarding depth, reporting operations, and governance.
SIRJ relies on connected revenue data and guided setup, so public plans start with a paid workspace. Teams can request a no-credit-card demo before choosing a plan.
Annual billing gives agencies a lower effective monthly rate. Monthly remains available for teams that want a shorter first commitment.
Expansion follows client workspace volume, connector QA needs, reporting architecture reviews, and private rollout requirements.
No. Start with the source that proves the first revenue path, then add the next system when the dashboard shows a real missing record. SIRJ should make partial setup visible instead of hiding it behind a polished chart.
Then the plan should expose the gap. Unsupported numbers stay blocked until source rows, freshness, tenant scope, and metric rules can support the claim.
Choose Growth when connected reporting is already a weekly agency workflow and every current SIRJ integration matters.
Starter includes core integrations, dashboards, Ask Data, white-label exports, and onboarding for smaller teams proving the first reports.
Scale expands workspace volume and adds lineage exports, connector QA, architecture reviews, templates, and priority support.
Enterprise is for SSO, procurement, custom data retention, private connector planning, and implementation support.
Start reporting with proof
If one team member spends a day a week stitching reports, Growth can replace that work with connected dashboards, cited answers, and client-ready exports.