Plans & Pricing

Base

£99/mo+ VAT

Save up to 33% with yearly billing

Everything you need to streamline your advice process

Automated Letter Writing
Automwrite Agent
File queries with LLM technology
AI CRM functionality with file storage
Custom branding
File editing capabilities
Full customer support
Role-based access control

Phone App Add-on

£35/mo+ VAT

Save up to 33% with yearly billing

Add conversational AI to your Base plan

Record client meetings
Automatic meeting notes
Voice commands for client queries
Request reports by voice
Real-time voice interactions
Voice-to-text transcription
Meeting summaries and action items

Support Users

£10/mo+ VAT

Save up to 33% with yearly billing

Per additional administrator with support functionality

Access to all Base functionality
Separate login credentials
Permissions management
Team collaboration features
Parallel workflow support
Activity tracking
Add as many users as needed

Enterprise

Custom Pricing

Save up to 33% with yearly billing

Tailored solutions for larger firms with specific needs

Everything in Base, plus
Custom integration options
Advanced compliance features
Automate your own reports
Dedicated account manager
Priority support
Custom training sessions
Bespoke development options
Higher usage limits

	Base	Phone App Add-on	Support Users	Enterprise
Automated Letter Writing
Annual Reviews
ISA Letters
Pension Letters
Client Queries
Automwrite Agent
AI CRM Functionality
File Storage
Custom Branding
File Editing
Voice Recording
Automatic Meeting Notes
Voice Commands
Voice Report Requests
Customer Support
Role-based Access Control
Dedicated Account Manager
Priority Support
Automate your own reports
Custom Integrations

With Automwrite, you’re not just future ready today.
You’re always future ready.

Advanced AI that understands financial advice, regulations, and your clients’ needs—delivering perfection in seconds.

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Pricing Contact

AUTOMWRITE