Send client reports that actually get read — not ignored. Start free, upgrade when you need more.
Starter
$49
/month · 14-day free trial
For freelancers & small MSPs
3 active clients
Unlimited reports per client
Branded PDF & share links
Google Sheets import
AI-generated insight summaries
Client-readable layout (no spreadsheet walls)
Most Popular
Growth
$149
/month · 14-day free trial
For growing agencies & MSPs
15 active clients
Everything in Starter
Custom report templates per client
Your logo & brand colors throughout
Executive summary block (auto-generated)
Multiple data source imports
Priority support
Agency
$349
/month · 14-day free trial
For agencies at scale
Unlimited clients
Everything in Growth
White-label exports (your brand only)
Team workspaces & multi-user access
Client portal with access controls
API access for data integrations
Priority support + onboarding call
🔥 Bundle Deal
Agency Suite — Both Apps, One Price
Get Client Reporting Copilot + SOW Copilot together and save up to $149/mo vs buying separately.
SOW Copilot lives at sow.helionforge.com.
Suite Starter
$99
/month · both apps
Save $29/mo vs buying separate
3 reporting clients
10 SOWs/month
Branded PDF output
Share links
Client accept / request changes
Best Value
Suite Growth
$249
/month · both apps
Save $79/mo vs buying separate
15 reporting clients
Unlimited SOWs
Custom templates
Priority support
Everything in Growth tiers
Suite Agency
$499
/month · both apps
Save $149/mo vs buying separate
Unlimited clients
Unlimited SOWs
Team workspaces
Priority AI processing
White-label exports
Priority support
All plans include a 14-day free trial. No credit card required to start. Cancel anytime.
Common questions
What counts as an “active client”?
An active client is any client you’re currently generating reports for. Archive a client and that slot opens up for a new one. Your slot count is always live clients, not your total account history.
Why not just use Google Slides or a spreadsheet?
Generic tools require you to manually format, design, and summarize data every month. Client Reporting Copilot imports your data, generates AI-written insight summaries, and outputs a client-ready report — in minutes, not hours. No design skills required.
What data sources can I import?
Currently: Google Sheets and CSV files. Additional integrations (GA4, Ahrefs, etc.) are on the roadmap.
Can I use my own branding?
Custom branding (logo, colors) is available on Growth and above. White-label exports that remove all Helion Forge references are available on the Agency plan.
What happens when my trial ends?
After 14 days, you’re billed for your selected plan. Cancel before the trial ends and you won’t be charged — no questions asked.