Credenda

Pricing

Three plans. No surprises.

A 14-day free trial on every plan — no card up front. Pay monthly, or switch to annual and get two months free.

Solo

One CFO, one wallet, sharper questions.

29 /mo

  • Up to 5 facilities tracked
  • Term-Sheet Doctor — unlimited
  • Renewal calendar
  • Email + letter draft generator
Start 14-day trial

Advisor

Run every client wallet on one screen.

350 /mo per seat

  • Per-client workspaces, one login
  • White-label-lite (logo + accent colour)
  • Referral revenue share — 20% recurring
  • Multi-client dashboards
  • Dedicated onboarding
Book onboarding

Common questions

How does the 14-day trial work?
You sign up with your work email — no card. The full Solo or Treasury feature set is unlocked for 14 days. We email you on day 11 and day 14. If you don't pick a plan, your account goes read-only: your wallets stay visible, but writes and new Term-Sheet Doctor runs are paused until you upgrade.
Why "two months free" on annual?
Pay for 10 months, get 12. We bill the year up front and you get the rest as a credit. PLAN.md §VI: no other discounts in v1.
What's the difference between Solo and Treasury?
Solo is one user, one wallet, up to 5 facilities. It's the right plan for a single CFO who wants Term-Sheet Doctor and a small wallet view. Treasury removes the caps and unlocks peer benchmarks, PDF reports, and the next-move email drafter.
Who's Advisor for?
Debt advisors, fractional CFOs, and consulting firms with multiple client engagements. One seat lets you bring multiple clients into separate workspaces under one login, with white-label-lite branding per client. €350/mo per seat — no per-client fees.
Can I cancel any time?
Yes. Cancellation stops the next renewal — you keep access until the end of the current period. The Stripe Billing Portal handles both upgrades-with-card and cancellations.

Ready to try it?

Score my term sheet — free Start 14-day trial

1 minute. No account, no card.