Simple, Transparent Pricing

Choose your analysis power

Start with our free tier and scale as your deal analysis needs grow. All plans include our core AI-powered SEC filing analysis.

No setup fees

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7-day free trial

Free

Perfect for getting started

forever

Get Started Free

What's included:

3 summaries total (lifetime limit)
Basic SEC filing analysis
Citation-anchored insights
Email support
Community access

Limitations:

• Limited to basic analysis
• No priority processing
• Hard cut-off after 3 summaries

What's included:

7-day free trial
100 summaries per month
Premium AI reasoning
Comprehensive summary mode with auto citation repair
Automatic PDF exports for every summary
Custom portfolio tracking & advanced filters
API access and developer webhooks
Additional pricing packs available separately

Team

For growing teams (Beta)

$199

per month

Contact Sales

What's included:

7-day free trial
2,000 summaries per month (pooled)
Everything in Pro
AI trained on merger docs and regulatory law
Shared summary pool & tenant-level limits
Batch exports for multi-filing comparisons
Realtime preview: 10 live signals with extended timeouts
Advanced analytics dashboard & usage insights
SAML/SSO and granular workspace roles
Priority support with dedicated Slack channel
Custom integrations & webhook automations
Credit policies + overage controls

Enterprise

For large organizations (Beta)

Custom

pricing

Contact Sales

What's included:

Unlimited AI summaries
Everything in Team
Dedicated infrastructure
Custom AI model training
On-premise deployment
SLA guarantees
Dedicated account manager
Custom integrations
Advanced security & compliance
White-label solutions
Custom data connectors
Advanced audit trails & compliance reporting
Multi-region deployment
24/7 dedicated support
Custom workflow automation
Advanced threat detection & monitoring
Data residency controls
Custom API rate limits
Priority feature development
Executive dashboards & reporting
Custom training & onboarding
Regulatory compliance frameworks (SOX, GDPR, etc.)

Need More Summaries?

Buy summary packs to continue generating summaries beyond your plan limit. Summary packs are used within the current billing period and do not carry over to the next month. Available to Pro subscribers only.

25 Summaries

Perfect for occasional use

20¢ per summary

Buy 25 Summaries

Frequently Asked Questions

Everything you need to know about our pricing and plans.

How do AI summaries work?

Each AI summary analyzes a complete SEC filing and extracts key deal terms, financial metrics, and strategic insights with full citations.

What happens if I exceed my limit?

For free users, you'll hit a hard cut-off after 3 summaries. For paid plans, we'll notify you when approaching your limit and you can upgrade or use credit packs.

Can I change plans anytime?

Yes! You can upgrade or downgrade your plan at any time. Changes take effect immediately.

Is there a free trial?

Yes! Pro and Team plans include a 7-day free trial. No credit card required to start.

What payment methods do you accept?

We accept all major credit cards, PayPal, and for Enterprise plans, we can arrange invoicing.

Do you offer refunds?

Yes, we offer a 7-day money-back guarantee for all paid plans. Contact support for assistance.

Ready to accelerate your deal analysis?

Join thousands of analysts who trust TransactIQ for their SEC filing analysis. Start with our free plan and upgrade when you're ready.

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