Simple plans that scale with your team.
Standard
For individual users.
$25
/ user / month
Request a demo
- Web Search & Generate Image
- Up to 3 Projects
- Standard Workspace Permissions
Team
For teams of 5 to 25.
$100
/ user / month
Request a demo
- Everything in Standard, plus Slides & Canvas
- Unlimited Projects & Agent Library
- Standard Automation & Tasks
- Connectors
- Learn (Role-Play Scenarios)
Enterprise
For institutions operating at scale.
Custom
Request a demo
- Everything in Team
- Fully Automated Workflows
- Connect to Your Data
- CRM, Prospecting & Reports
- SSO / MFA
Compare every plan.
Every plan includes Ida — the Identifee Digital Assistant. Higher tiers unlock agents, automations, and connections to your existing systems.
| Features | Standard $25 / user / mo | Team $100 / user / mo | Enterprise Custom |
|---|---|---|---|
| Chatbot Capabilities | Web Search, Generate Image | Web Search, Generate Image, Slides, Canvas & More | Web Search, Generate Image, Slides, Canvas & More |
| Projects | 3 | Unlimited | Unlimited |
| Agent Library | |||
| Automation & Tasks | Standard | Fully Automated | |
| Connectors | |||
| CRM, Prospecting & Reports | |||
| Learn (Role-Play & Curriculum) | |||
| Workspace Permissions | Standard | Standard | SSO / MFA |
Will it pay for itself?
Model a proof of concept with your own team, sales goals, margins, and salaries — see the projected ROI, then share the results or download a one-page summary for your team.
Frequently asked questions.
Yes. Identifee ships with vetted connectors for the leading cores (Jack Henry, Fiserv, FIS), CRMs (Salesforce, nCino, HubSpot), BI tools, and document stores. Enterprise customers can extend with secure connections to internal systems through APIs, SFTP, or direct database read.
Identifee is SOC 2 Type II certified with encryption in transit and at rest, SSO/SAML, and role-based access controls down to the agent and connector level. Enterprise adds customer-managed keys, regional data residency, and the option of a private deployment.
Yes. Every agent runs against your approved data sources with full audit logging, retention controls, and output restrictions designed for model risk management. We support institutions examined by the OCC, FDIC, NCUA, and state regulators.
Most institutions are live within 4–8 weeks. We scope each engagement around a defined outcome — usually a specific workflow or agent — and expand from there. Our implementation team handles core integration, user provisioning, and team training.
Yes. We work through MSAs and third-party risk questionnaires (SIG, CAIQ). Annual billing with multi-year discounts is standard on Enterprise — contact our team to start the conversation.
Ready to get started?
Talk to our team about the right plan for your institution — we'll scope a pilot around the outcomes you care about.