One setup fee to get everything configured around your practice. One flat monthly fee that covers everything — the platform, security, support, and all updates. That is it.
We keep this simple on purpose. You pay once to get set up, then a flat monthly fee while we run and maintain everything for you.
Setup
We spend time with you to understand exactly how your practice works, map your documents and processes, and configure the platform around your specific workflows. You do not touch any code.
Monthly subscription
Everything is covered. Hosting, security, maintenance, updates, and support. When your processes change, we update the platform. You just use it.
Custom modules
Need something more specific? If your practice has workflows that go beyond the standard modules, we can build something purpose-made. Priced based on what the work actually involves.
You do not need a technical team. You do not manage servers or updates. We handle all of that as part of the monthly fee.
Platform
Your team logs in and uses the modules we built for you. Document processing, receipt generation, follow-up — all in one place, exactly as we configured them.
Security
Every user has their own login with two-step verification. Documents are processed and discarded — nothing is stored. Full audit trail of who did what and when.
Support
If something is not working the way you expect, or if your process changes and the platform needs updating, you just get in touch. It is all part of what you pay for.
Hosting
The platform runs on our infrastructure. You do not manage any of it. We handle uptime, backups, and infrastructure — all included in your subscription.
Updates
When regulations change, your templates change, or you add new steps to a workflow, we update the platform to match. You do not need to ask twice.
Compliance
Cadence is designed around the privacy and data requirements that apply to financial services practices in the EU and Australia. Documented and ready for your diligence review.
Most of our clients are not technical people. That is entirely fine — and completely expected. Here are the questions we hear most often.
No. You need to be able to describe your workflow to us — what you receive, what you do with it, and what you produce at the end. We do everything else. Your team just logs in and uses the tool we build for you.
We start with a call where you walk us through a typical piece of work. We ask questions, look at your documents, and map out exactly what the automation needs to do. Then we build and test it. You review it before it goes live. The whole setup usually takes a few weeks depending on complexity.
Just get in touch and tell us what changed. Updates to your existing modules are part of the monthly subscription — there is no extra charge for standard adjustments. If you need a completely new module built, we quote that separately before starting.
Yes. Documents you upload are processed and immediately discarded — we do not store them. Every user has their own login with two-step verification. Everything has a full audit trail. We are designed for regulated financial services work, so client data protection is not an afterthought — it is built into how the platform operates.
You can cancel your subscription at any time. There is no long-term contract and no penalty for stopping. We will confirm the cancellation, close your access, and ensure any applicable data is handled correctly.
Especially for you. Larger firms have IT teams and expensive software packages. Small practitioners do not — which means they often end up spending the most time on repetitive admin. Cadence is designed to give small practices the same operational efficiency at a price that makes sense for a small team.
Everything. Platform hosting, security monitoring, all updates to existing modules, and support. You will not receive an unexpected invoice for usage, support calls, or minor changes. The only thing quoted separately is building a brand-new module from scratch.
It depends on the complexity of what you need built. We always discuss and agree the cost with you before any work begins — no surprises. Get in touch and describe the workflow. We will tell you what it involves and what it would cost.
No jargon. No sales pitch. Just a plain conversation about what you do and whether we can help. We reply within one business day.