Purpose-built for clinical research coordinators

Sponsor-ready budgets,
built in minutes

Upload a sponsor's document, build your site budget, and generate a justification letter — all without touching a spreadsheet.

Start for free → See how it works

14-day free trial  ·  then $99/mo  ·  cancel anytime

Upload any sponsor format — PDF, Excel, Word
AI extracts procedures & rates automatically
Justification letter in under 60 seconds
Share with PIs & coordinators by role

Budget work is eating your day

Research coordinators spend hours every week rebuilding budgets, chasing sponsor formats, and writing letters from scratch. That time belongs in the clinic.

The spreadsheet cycle

A new sponsor sends their own grid. You copy-paste into your template, fix broken formulas, and email a v7_FINAL file — only to get changes the next day.

Rebuilding from every CRO

Every CRO has a different format. Reconciling their rates against your site's costs means hours of manual comparison with no audit trail when you're done.

Justification letters take forever

Writing a professional negotiation letter that references specific line items — accurately — takes time your schedule doesn't have.

No shared source of truth

Your PI asks for the latest version. You send a file. They edit it locally. Now there are two budgets and nobody knows which one is current.

Everything your site needs,
nothing you don't

Purpose-built for research coordinators — not generic project management with a medical label slapped on it.

AI Sponsor Import

Drop in a sponsor's PDF, Excel, or Word budget. AI reads the entire procedure matrix — visits, line items, and rates — and maps it to your budget in seconds.

AI-powered

5-Step Budget Builder

A structured workflow that captures everything: study info, per-visit procedures, invoiceables, enrollment costs, and a final summary with overhead applied.

AI Justification Letters

One click generates a complete, professional negotiation letter grounded in your actual budget data. Choose your tone and edit before exporting to .docx.

AI-powered

Counteroffer Tracking

When a sponsor pushes back, record their offer line by line. See the exact dollar and percentage impact on your total before you decide how to respond.

Team Collaboration

Invite coordinators, PIs, and administrators. Share specific studies with your full team or individual members — with admin and member roles built in.

Invoice & Export

Generate a branded invoice PDF from any finalized budget, or export to Excel, Word, or CSV. Every budget stays versioned and recoverable.

From sponsor doc to signed budget
in under an hour

1

Upload the sponsor document

Drop in the CRO's budget file in any format. AI extracts every procedure, visit, and rate — no manual entry.

2

Build your site budget

Add your procedures, invoiceables, and enrollment costs. Overhead is applied automatically with a live running total.

3

Compare & negotiate

See sponsor rates vs your rates side by side. Log counteroffers and see their total dollar impact instantly.

4

Generate & deliver

Export a justification letter and invoice PDF. Share with your team for sign-off before anything goes out.

HIPAA-conscious design
No patient data collected or stored
PDF, Excel, Word support
Upload any sponsor format
Under 60 seconds
From upload to justification letter
Built for research sites
Coordinators, PIs, and admins

Straightforward pricing,
no surprises

Start with a 14-day free trial — full Pro access, cancel anytime. No annual contracts, no hidden fees.

Free Trial
$0 / 14 days
Full Pro access for 14 days, then $99/mo. Cancel before trial ends and you won't be charged.
  • Full 5-step budget builder
  • AI sponsor document import
  • 50 AI generations
  • 20 document reads
  • AI justification letters (.docx export)
  • Counteroffer tracking
  • Team sharing
Start free trial
Max
$249 / mo
For high-volume sites running multiple concurrent studies.
  • Everything in Pro
  • 150 AI sponsor document reads / mo
  • 150 AI generations / mo
  • Larger file uploads (up to 50 MB)
  • Deeper AI document analysis (20,000 char context)
  • Top-up reads: $34.99 / 50 reads
  • Dedicated support
Start Max →
Teams
$699 / mo
For sites with multiple coordinators managing studies together.
  • Up to 4 team members
  • 150 document reads / seat / mo
  • 150 AI generations / seat / mo
  • Everything in Max
  • Shared org & project access
  • Dedicated support
Start Teams →

Need extra document reads mid-month? Purchase one-time top-ups — they never expire and stack on top of your monthly allowance.

Stop rebuilding budgets from scratch

Get set up in minutes. Start your 14-day free trial — then $99/mo, cancel anytime.

Create your free account →

Upgrade anytime  ·  Cancel anytime  ·  No contracts