A clear offer, no nasty surprises

Fund distribution teams at asset managers: the people who sell to wealth advisers, platforms, banks, insurers and institutions. Those channels are already in the data model.

No. The AI prepares proposals (activities drawn from emails, tasks, contacts, corrections, enrichments) that you validate or reject. A rejection requires a reason, which is stored so the same proposal does not come back.

Mistral AI, a French provider, is our main supplier. All subprocessors are listed in the register provided with the data processing agreement.

On a dedicated server administered by B2B Finance, in France. Backups are encrypted every day before being copied off site. Each client is isolated at the database level.

Yes, at any time. Every list exports to CSV, Excel or PDF, from the screen you are working on.

Yes. CSV import detects your columns automatically, and HubSpot exports are imported directly. Unknown companies go through validation before being created.

Yes. An MCP connector links your CRM to Claude, ChatGPT or Copilot with 71 actions: look up a company, log an activity, create a task. Each user has their own key, revocable at any time.

One price per user per month, excluding VAT, shown on the Pricing page, always paid in advance with no commitment. Data migration and training are quoted separately. The online demo stays open without sign-up, in read-only mode.

By card or SEPA direct debit, on subscription and then automatically on each renewal date. The SEPA mandate is given with the first payment, by instant transfer from your bank. Payments go through Mollie, a European payment provider: B2B Finance stores no banking data.

Yes, from Settings › Subscription. An added user is billed pro rata until the next renewal. A removal takes effect at the next renewal, and a deactivated user frees their seat.

From Settings › Subscription, at any time. Cancellation takes effect at the end of the current period, and you can undo it until then.

It remains viewable and exportable in read-only mode after the subscription ends, for the period set out in the subscription terms, and is then deleted.

Yes, at each renewal, downloadable from Settings › Subscription. French VAT applies; for customers in another EU country with a valid VAT number, the invoice is issued under the reverse-charge mechanism.