Pricing & products
Books (open signup) and allocation (self-serve add-on — or start allocation-only). Experimental frameworks such as Flywheel live in Labs as private-beta methodology previews — expand a section below for tier breakdowns and modular access.
Specialized entry points
Each hub explains who it is for. Marketing pages are public — sign in when you need keys, onboarding, or the practice dashboard.
Public integration reference — MCP server for Claude, OAuth 2.0 flow, REST endpoints, and Labs Flywheel R/R gate tools (private beta).
Signed-in access when: Docs are public. Sign in after Labs Flywheel or practice access is provisioned to create MCP OAuth credentials and keys.
Firm Starter ($79/mo), QuickBooks/Xero Migration Kit, and close-native books built for digital-asset and treasury clients.
Signed-in access when: Sign in to start Firm Starter onboarding, switch client orgs, or run period close in a client ledger.
Firm API for practice ledgers — programmatic sync, lot-level gain/loss, and Form 8949 exports.
Signed-in access when: Overview is public. Sign in to create scoped credentials, run sync jobs, and use the practice dashboard.
Product modules
Books for operating ledgers; Allocation for parameter-driven portfolio monitoring. Flywheel and other experiments live under Labs — not as catalog tiers.
Double-entry bookkeeping for operating businesses and digital-asset treasuries.
Mixed-asset allocation monitoring across USD, crypto, and digital assets — driven by targets, sleeves, and thresholds you set.
Informational tooling only. Drift alerts, rebalance previews, and Strategy Council memos reflect your parameters — not investment advice or trade instructions.
Looking for Flywheel? It is a private-beta methodology preview in Labs— not a catalog tier.
Modular access
Run books only, allocation only, or both — mix tiers and add-ons without paying for modules you do not need.
Books · Open signup
Double-entry workspace with bank feeds, reconciliation studio, period close, and GAAP-ready reports. Open signup.
From $49 / mo · open signup
Explicit limits by tier. Portfolio monitoring is self-serve (books add-on or allocation-only).
| Capability | Sandbox | Books | Books + Portfolio | Full Service |
|---|---|---|---|---|
| Books / double-entry | Demo sandbox | Included | Included | Included |
| Transactions / month | Sandbox only | 5,000 | 15,000 | Unlimited* |
| Bank connections (Plaid) | — | Up to 5 | Up to 15 | Custom |
| Period close + readiness score | Demo | Included | Included | Included + bulk |
| Form 8949 / tax exports | Sample | CSV | CSV + Excel | CSV + Excel + receipts |
| Portfolio monitoring | Guided demo | — | Included | Included |
| Holdings tracked | Demo | — | Up to 200 | Custom |
| Public API calls / day | — | 1,000 | 5,000 | 25,000 |
| AI assist requests / month | — | 100 | 500 | 2,000 |
| Firm multi-client workspace | — | Add-on | Add-on | Included |
| MCP connector (Claude) | Docs | Read tools | Read + HITL params | Full scopes |
* Fair-use caps apply on Full Service; contact sales for practice / RIA volume. Portfolio monitoring SKUs are self-serve (books add-on or allocation-only) and are not investment advice. Flywheel remains Labs-only for Lawenots allocation clients.
Operators & practices
“We cut monthly close from nine days to three. The readiness score tells the team exactly what still blocks close.”
“Form 8949 exports with lot traceability finally match what our CPA asks for — without rebuilding spreadsheets every April.”
“Suggested matches with confidence scores removed the guesswork. Juniors clear high-confidence pairs; seniors review the rest.”
Registered investment adviser ops
Books period close feeds tax exports; allocation monitoring is a self-serve add-on and remains non-advisory.
Self-directed operator
Guided import + settlement GL coupling; close checklist blocks until ledger balances.
Full-service bookkeeping
Pre-close readiness score + Lawenots Verify classes give a shared language across staff.
Allocation & add-ons · Self-serve
Individual SKUs map to Stripe: Snapshot (free) · Essentials→Core · Tax-aware→Intelligence (paid Allocation Evidence + Attach to Business Close) · Operations→Signal. Informational only, not investment advice. Flywheel and trade execution are Labs-only for allocation clients. See /allocation#skus.
Core $199 · Intelligence $229/yr · Signal $899/yr · +$10/mo intelligence bundle
Full platform
Books and allocation intelligence in one workspace — ideal for digital-asset treasury operators who need both ledgers and portfolio drift monitoring.
Digital holdings
Estimate value for private digital assets using revenue, user base, ratings, and margin inputs.
Public API · no auth
Lawenots is not a registered investment advisor. All platform outputs are for informational purposes only and do not constitute financial advice.
Flywheel access is by invitation only for Lawenots allocation clients. Books and all other allocation SKUs are self-serve (purchase or subscription). Prices reflect the live service catalog; active subscriptions are never repriced retroactively.