PREZENTD
AutomatedAI-powered financial planning deliverable tool for advisors to generate branded client presentations and reports.
Active plans
3
Total changes
3
Last change
Jun 17, 2026
Price trend
no history
What we know about PREZENTD’s pricing
Moderately activeChanges in 12 months
3
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Pricier than 81% of Finance & Accounting tools (1721 compared)
Current pricing
Starter
monthly$149/mo
$149/mo
- Seats(1)
- Credits / mo(20)
- Extra credits($2.50)
- Meetings, Client Profiles & Firm Memory(never spends credits)
- Reusable templates(Duplicate & edit is free)
- Firm branding(logo, colors, disclosures)
- Multi-input(PDF, screenshot, transcript, CSV)
- Revisions & inline edits(included)
- Document download(PDF, print)
- Email support
Pro
monthly$199/mo
$199/mo
- Seats(3)
- Credits / mo(50)
- Extra credits($2.50)
- Meetings, Client Profiles & Firm Memory(never spends credits)
- Reusable templates(Duplicate & edit is free)
- Firm branding(logo, colors, disclosures)
- Multi-input(PDF, screenshot, transcript, CSV)
- Revisions & inline edits(included)
- Document download(PDF, print)
- Slide decks(build, reuse, download as PowerPoint)
- Client presentation links
- Full admin controls
- Firm-wide shared template library
- Shared workspace across seats
- Firm-wide branding policy enforcement
- Priority support
Team
monthly$279/mo
$279/mo
- Seats(10)
- Credits / mo(80)
- Extra credits($2.50)
- Meetings, Client Profiles & Firm Memory(never spends credits)
- Reusable templates(Duplicate & edit is free)
- Firm branding(logo, colors, disclosures)
- Multi-input(PDF, screenshot, transcript, CSV)
- Revisions & inline edits(included)
- Document download(PDF, print)
- Direct private support channel
- Highest seat + credit capacity
- Best per-credit rate on the plan itself
Price history
Last 3 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 17, 2026 | Team | new plan | — | $279 | — |
| Jun 17, 2026 | Pro | new plan | — | $199 | — |
| Jun 17, 2026 | Starter | new plan | — | $149 | — |
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