# Pricing transcribed from the provider's own page — see provenance. Numbers are quoted, not derived.
generated: '2026-10-07'
method: searched
source: https://www.zocks.io/pricing
sources:
- https://www.zocks.io/pricing
provenance:
  tool: all/0-working/economics/harvest_pricing.py
  run: 20261007T104522
  grounding: every price_text was found verbatim in the fetched page text
audience: business-product
pricing_basis: per-seat
delivery:
  delivery: managed
  method: page
  read: '2026-10-07'
published: true
note: Per-seat tiered SaaS for financial advisors; 2 months free with annual payment; 14-day free trial.
  REST API integrations listed as 'Contact us'.
plan_count: 8
currency: USD
plans:
- name: Essentials (annual)
  price_text: $67 per user/month (billed annually)
  price: 67
  currency: USD
  period: month
  unit: per user
  included_quota: Unlimited meetings
- name: Professional (annual)
  price_text: $117 per user/month (billed annually)
  price: 117
  currency: USD
  period: month
  unit: per user
  included_quota: Everything in Essentials and more
- name: Ultimate (annual)
  price_text: $184 per user/month (billed annually)
  price: 184
  currency: USD
  period: month
  unit: per user
  included_quota: Everything in Professional and more
- name: Essentials (monthly)
  price_text: $80 per user/month (billed monthly)
  price: 80
  currency: USD
  period: month
  unit: per user
- name: Professional (monthly)
  price_text: $140 per user/month (billed monthly)
  price: 140
  currency: USD
  period: month
  unit: per user
- name: Ultimate (monthly)
  price_text: $220 per user/month (billed monthly)
  price: 220
  currency: USD
  period: month
  unit: per user
- name: Enterprise Platform
  price_text: Contact us
  period: none
- name: Dedicated admin assistant seat
  price_text: $25/mo
  price: 25
  currency: USD
  period: month
  unit: seat
  included_quota: 5/mo meetings for admin assistants
rate_limit_statements:
- Number of meetings for admin assistants 5/mo
- Number of meetings Unlimited
x-canonical:
  generated: '2026-10-08'
  vocabulary: all/0-working/economics/plans-canonical.yml
  models:
  - seat
  units:
  - seat
  plans:
  - name: Essentials (annual)
    access: other
    model: seat
    model_how: derived
    units:
    - seat
    periods:
    - month
  - name: Professional (annual)
    access: other
    model: seat
    model_how: derived
    units:
    - seat
    periods:
    - month
  - name: Ultimate (annual)
    access: other
    model: seat
    model_how: derived
    units:
    - seat
    periods:
    - month
  - name: Essentials (monthly)
    access: other
    model: seat
    model_how: derived
    units:
    - seat
    periods:
    - month
  - name: Professional (monthly)
    access: other
    model: seat
    model_how: derived
    units:
    - seat
    periods:
    - month
  - name: Ultimate (monthly)
    access: other
    model: seat
    model_how: derived
    units:
    - seat
    periods:
    - month
  - name: Enterprise Platform
    access: other
    model: unstated
    model_how: derived
    units: []
    periods:
    - none
  - name: Dedicated admin assistant seat
    access: other
    model: seat
    model_how: derived
    units:
    - seat
    periods:
    - month