Knowledge base

Operating guide

Practical guidance for using the current Worthic workspace tools day to day.

20 articles

Knowledge base

Select an article from the left to view the detail.

Foundation

$20/month billed annually

or $25 monthly

Start clean. Stay in flow.

1 workspace
1 user per workspace
Multi-currency
Shared transactional accounts
Advanced budgeting and forecasting
Document management
Investment management
AI insights and workflows

Evolve

$32/month billed annually

or $40 monthly

Personal finances evolved.

Everything in Foundation, plus:
3 users per workspace
10 reporting lines per workspace
Real estate management
Emailed document intake
API and agentic access

Pro

$96/month billed annually

or $120 monthly

Advisory and accounting professionals.

Everything in Evolve, plus:
10 workspaces
Unlimited users per workspace
Unlimited reporting lines per workspace
Priority support