Flexible pricing plans
Compare our plans
Complete
Advanced
Enterprise
Complete
Advanced
Enterprise
Additional 1 Workspace Charge
N/A
$100
Complete
$100
Advanced
Enterprise
Workspace management
Number of Workspaces
3
10
Negotiated
Additional 1 Workspace Charge
$100
$100
Workspace management
Number of Workspaces
3
10
Negotiated
Additional 1 Workspace Charge
$100
$100
AI Features
AI Text Editing Assistant
AI AutoFill Assistants
AI Features
AI Text Editing Assistant
AI AutoFill Assistants
Decisions Management
Approval Workflows
Accounting Item (Bills, Reimbursements, AP Approvals, Etc)
Decisions Management
Approval Workflows
Accounting Item (Bills, Reimbursements, AP Approvals, Etc)
Objects Management
Number of Objects Items
Unlimited
Unlimited
Unlimited
Objects/Catalog Management
Objects Management
Number of Objects Items
Unlimited
Unlimited
Unlimited
Objects/Catalog Management
Task Management
Task Management
Task Management
Task Management
Custom Fields (Across All Features)
Custom Fields
With limits
Custom Fields (Across All Features)
Custom Fields
With limits
Mobile
IOS and Android Companion App
Mobile
IOS and Android Companion App
Integrations
Accounting Integration into QB, Sage
Accounting Integration into Bill.com
Addepar Integrations
Calendar Sync (Outlook, Exchange, Google)
Cloud Drive Integration (GDrive, OneDrive)
Integrations
Accounting Integration into QB, Sage
Accounting Integration into Bill.com
Addepar Integrations
Calendar Sync (Outlook, Exchange, Google)
Cloud Drive Integration (GDrive, OneDrive)
Email In
Email in for Tasks, Bills, Objects, Documents
Email In
Email in for Tasks, Bills, Objects, Documents
Admin and Access
Apple/Google/Microsoft Signon (Social)
Full Auth0/Custom IDP SSO
Integration with External Compliance Tools
Admin and Access
Apple/Google/Microsoft Signon (Social)
Full Auth0/Custom IDP SSO
Integration with External Compliance Tools
Support & Onboarding
24/7 Help Center access
Personalized Onboarding Plan
Paid Upgrade
Paid Upgrade
Zendesk On-Demand Support
Support & Onboarding
24/7 Help Center access
Personalized Onboarding Plan
Paid Upgrade
Paid Upgrade
Zendesk On-Demand Support


Download mobile app
The Way2B1 app revolutionizes the way families and family offices operate by providing a unified access point to people, services, and knowledge.


Download mobile app
The Way2B1 app revolutionizes the way families and family offices operate by providing a unified access point to people, services, and knowledge.


Download the mobile app
The Way2B1 app revolutionizes the way families and family offices operate by providing a unified access point to people, services, and knowledge.

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Frequently asked questions
Frequently asked questions
Frequently asked questions
How does annual billing work?
How does annual billing work?
How does annual billing work?
What are external collaborators?
What are external collaborators?
What are external collaborators?
What happens if I need more workspaces?
What happens if I need more workspaces?
What happens if I need more workspaces?
How is storage billed?
How is storage billed?
How is storage billed?
2025 Way2B1 ™
2025 Way2B1 ™
2025 Way2B1 ™