| Delivery |
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| Portfolio overview and Needs you list | ✓Portfolio overview and Needs you list is included on Solo | ✓Portfolio overview and Needs you list is included on Starter | ✓Portfolio overview and Needs you list is included on Practice | ✓Portfolio overview and Needs you list is included on Firm | ✓Portfolio overview and Needs you list is included on Group |
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| Client plans: goals, objectives and actions | ✓Client plans: goals, objectives and actions is included on Solo | ✓Client plans: goals, objectives and actions is included on Starter | ✓Client plans: goals, objectives and actions is included on Practice | ✓Client plans: goals, objectives and actions is included on Firm | ✓Client plans: goals, objectives and actions is included on Group |
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| One pager, timeline and next 90 days | ✓One pager, timeline and next 90 days is included on Solo | ✓One pager, timeline and next 90 days is included on Starter | ✓One pager, timeline and next 90 days is included on Practice | ✓One pager, timeline and next 90 days is included on Firm | ✓One pager, timeline and next 90 days is included on Group |
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| Client check-ins and surveys, linked to meetings | ✓Client check-ins and surveys, linked to meetings is included on Solo | ✓Client check-ins and surveys, linked to meetings is included on Starter | ✓Client check-ins and surveys, linked to meetings is included on Practice | ✓Client check-ins and surveys, linked to meetings is included on Firm | ✓Client check-ins and surveys, linked to meetings is included on Group |
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| Meetings, agendas and summaries | ✓Meetings, agendas and summaries is included on Solo | ✓Meetings, agendas and summaries is included on Starter | ✓Meetings, agendas and summaries is included on Practice | ✓Meetings, agendas and summaries is included on Firm | ✓Meetings, agendas and summaries is included on Group |
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| Document requests and checklists | ✓Document requests and checklists is included on Solo | ✓Document requests and checklists is included on Starter | ✓Document requests and checklists is included on Practice | ✓Document requests and checklists is included on Firm | ✓Document requests and checklists is included on Group |
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| Shared inboxes | ✓Shared inboxes is included on Solo | ✓Shared inboxes is included on Starter | ✓Shared inboxes is included on Practice | ✓Shared inboxes is included on Firm | ✓Shared inboxes is included on Group |
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| Exec reports and PDF export | ✓Exec reports and PDF export is included on Solo | ✓Exec reports and PDF export is included on Starter | ✓Exec reports and PDF export is included on Practice | ✓Exec reports and PDF export is included on Firm | ✓Exec reports and PDF export is included on Group |
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| Accountability chart per client | ✓Accountability chart per client is included on Solo | ✓Accountability chart per client is included on Starter | ✓Accountability chart per client is included on Practice | ✓Accountability chart per client is included on Firm | ✓Accountability chart per client is included on Group |
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| Improvement plan: ideas and voting | ✓Improvement plan: ideas and voting is included on Solo | ✓Improvement plan: ideas and voting is included on Starter | ✓Improvement plan: ideas and voting is included on Practice | ✓Improvement plan: ideas and voting is included on Firm | ✓Improvement plan: ideas and voting is included on Group |
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| Templates and AI |
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| 220 ready-made plans in the Empiraa template library | ✓220 ready-made plans in the Empiraa template library is included on Solo | ✓220 ready-made plans in the Empiraa template library is included on Starter | ✓220 ready-made plans in the Empiraa template library is included on Practice | ✓220 ready-made plans in the Empiraa template library is included on Firm | ✓220 ready-made plans in the Empiraa template library is included on Group |
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| Your own plan, agenda and checklist templates | ✓Your own plan, agenda and checklist templates is included on Solo | ✓Your own plan, agenda and checklist templates is included on Starter | ✓Your own plan, agenda and checklist templates is included on Practice | ✓Your own plan, agenda and checklist templates is included on Firm | ✓Your own plan, agenda and checklist templates is included on Group |
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| ANI Strategy Builder | ✓ANI Strategy Builder is included on Solo | ✓ANI Strategy Builder is included on Starter | ✓ANI Strategy Builder is included on Practice | ✓ANI Strategy Builder is included on Firm | ✓ANI Strategy Builder is included on Group |
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| DocuANI: turn an existing strategy into a live plan | ✓DocuANI: turn an existing strategy into a live plan is included on Solo | ✓DocuANI: turn an existing strategy into a live plan is included on Starter | ✓DocuANI: turn an existing strategy into a live plan is included on Practice | ✓DocuANI: turn an existing strategy into a live plan is included on Firm | ✓DocuANI: turn an existing strategy into a live plan is included on Group |
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| ANI Autopilot: defaults, overrides, playbooks and documents | ✓ANI Autopilot: defaults, overrides, playbooks and documents is included on Solo | ✓ANI Autopilot: defaults, overrides, playbooks and documents is included on Starter | ✓ANI Autopilot: defaults, overrides, playbooks and documents is included on Practice | ✓ANI Autopilot: defaults, overrides, playbooks and documents is included on Firm | ✓ANI Autopilot: defaults, overrides, playbooks and documents is included on Group |
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| Brand and practice |
|---|
| White label, applied to every client | ✓White label, applied to every client is included on Solo | ✓White label, applied to every client is included on Starter | ✓White label, applied to every client is included on Practice | ✓White label, applied to every client is included on Firm | ✓White label, applied to every client is included on Group |
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| Time logging and hours per client | ✓Time logging and hours per client is included on Solo | ✓Time logging and hours per client is included on Starter | ✓Time logging and hours per client is included on Practice | ✓Time logging and hours per client is included on Firm | ✓Time logging and hours per client is included on Group |
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| Capacity planning, 12 weeks ahead | ✓Capacity planning, 12 weeks ahead is included on Solo | ✓Capacity planning, 12 weeks ahead is included on Starter | ✓Capacity planning, 12 weeks ahead is included on Practice | ✓Capacity planning, 12 weeks ahead is included on Firm | ✓Capacity planning, 12 weeks ahead is included on Group |
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| Insights: risk, benchmarking and predictive | ✓Insights: risk, benchmarking and predictive is included on Solo | ✓Insights: risk, benchmarking and predictive is included on Starter | ✓Insights: risk, benchmarking and predictive is included on Practice | ✓Insights: risk, benchmarking and predictive is included on Firm | ✓Insights: risk, benchmarking and predictive is included on Group |
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| Cross-client AI queries | ✓Cross-client AI queries is included on Solo | ✓Cross-client AI queries is included on Starter | ✓Cross-client AI queries is included on Practice | ✓Cross-client AI queries is included on Firm | ✓Cross-client AI queries is included on Group |
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| Connect |
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| Empiraa MCP: connect a compatible AI assistant to GPS | ✓Empiraa MCP: connect a compatible AI assistant to GPS is included on Solo | ✓Empiraa MCP: connect a compatible AI assistant to GPS is included on Starter | ✓Empiraa MCP: connect a compatible AI assistant to GPS is included on Practice | ✓Empiraa MCP: connect a compatible AI assistant to GPS is included on Firm | ✓Empiraa MCP: connect a compatible AI assistant to GPS is included on Group |
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| Workflows and automations through MCP | ✓Workflows and automations through MCP is included on Solo | ✓Workflows and automations through MCP is included on Starter | ✓Workflows and automations through MCP is included on Practice | ✓Workflows and automations through MCP is included on Firm | ✓Workflows and automations through MCP is included on Group |
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| Client imports with supported data and permissions | ✓Client imports with supported data and permissions is included on Solo | ✓Client imports with supported data and permissions is included on Starter | ✓Client imports with supported data and permissions is included on Practice | ✓Client imports with supported data and permissions is included on Firm | ✓Client imports with supported data and permissions is included on Group |
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| Native Xero sync: live KPIs from actuals | ✓Native Xero sync: live KPIs from actuals is included on Solo | ✓Native Xero sync: live KPIs from actuals is included on Starter | ✓Native Xero sync: live KPIs from actuals is included on Practice | ✓Native Xero sync: live KPIs from actuals is included on Firm | ✓Native Xero sync: live KPIs from actuals is included on Group |
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| Native calendar sync: Google and Microsoft 365 | ✓Native calendar sync: Google and Microsoft 365 is included on Solo | ✓Native calendar sync: Google and Microsoft 365 is included on Starter | ✓Native calendar sync: Google and Microsoft 365 is included on Practice | ✓Native calendar sync: Google and Microsoft 365 is included on Firm | ✓Native calendar sync: Google and Microsoft 365 is included on Group |
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| Native HubSpot, Drive, OneDrive, Teams, Sheets and Excel | ✓Native HubSpot, Drive, OneDrive, Teams, Sheets and Excel is included on Solo | ✓Native HubSpot, Drive, OneDrive, Teams, Sheets and Excel is included on Starter | ✓Native HubSpot, Drive, OneDrive, Teams, Sheets and Excel is included on Practice | ✓Native HubSpot, Drive, OneDrive, Teams, Sheets and Excel is included on Firm | ✓Native HubSpot, Drive, OneDrive, Teams, Sheets and Excel is included on Group |
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| API and webhooks | ✓API and webhooks is included on Solo | ✓API and webhooks is included on Starter | ✓API and webhooks is included on Practice | ✓API and webhooks is included on Firm | ✓API and webhooks is included on Group |
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