Pricing

Always know what your practice costs

Pay for the advisory platform you run — not per seat, not per module. Monthly USD list prices below; regional packaging available on request.

MonthlyAnnual (save 20%)

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One-time engagement

Full licensing audit

Vendor-neutral deep dive with executive report — ideal for first engagements or renewal prep.

$12,500 USD one-time

Starter

For small consultancies getting started

$299 USD /month
  • Up to 5 client orgs
  • Manual CSV/XLSX intake
  • Core utilization rules
  • PDF report export
  • Email support

Professional

For growing advisory teams

$799 USD /month
  • Unlimited client orgs
  • Advanced rules engine
  • Executive summary generator
  • Client portal (read-only)
  • Priority support

Enterprise

For large firms and PE portfolios

Custom · USD / regional
  • Multi-org portfolio view
  • Custom rules & thresholds
  • SSO + advanced RBAC
  • Dedicated success manager
  • SLA & custom integrations

Need a custom package or portfolio pricing?

Compare plans

A quick side-by-side of what each plan covers for your advisory practice.

FeatureStarterProfessionalEnterprise
Client orgsUp to 5UnlimitedUnlimited
Rules engineCore rulesAdvanced rulesCustom rules
Executive PDF export
Client portal
Portfolio view
SSO + advanced RBAC
Dedicated success manager
Priority support

What every plan gets

You are not buying add-ons to run a normal licensing audit. These come with the platform.

Vendor-neutral advisory

Independent optimization — no license resale, no CSP lock-in.

Traffic-light RAG health

Compliance and savings signals your clients can act on before renewal.

Microsoft licensing focus

M365, Azure, EA, and CSP patterns — not a generic SAM tool.

Estimate your ROI

Typical engagements recover 10–40% of Microsoft licensing spend. Model savings against platform cost.

Identified savings

$90,000

Net ROI

$80,412

Return multiple

9.4×

Regional partners may offer localized pricing and billing. USD prices exclude applicable taxes.

Common questions

Short answers for IT and finance buyers. Prefer a walkthrough? Try the demo.

Do you resell Microsoft licenses?

No. Vortex Optimizer is an independent advisory platform — we help you optimize spend and compliance. We are not a Microsoft CSP or license reseller.

What savings should clients expect?

Typical engagements identify 10–40% recoverable spend through right-sizing, inactive user reclamation, SKU consolidation, and contract alignment.

What data formats do you support?

CSV and Excel exports from Microsoft 365 admin center, Azure cost management, Entra ID, and common SAM tools.

Can clients access reports directly?

Yes. Professional and Enterprise plans include a read-only client portal for stakeholders to review findings and approve recommendations.

Is my data secure?

All data is encrypted at rest and in transit. We never share client data with Microsoft, resellers, or third-party marketers.

What about non-US clients?

USD is our list price. Regional partners may offer localized pricing and billing — see the partner disclaimer below.

Is there a low-commitment way to start?

Yes — the one-time audit engagement ($12,500) is ideal for validating the platform on a single client before a SaaS subscription.

Can we change plans later?

Yes. Move from Starter to Professional, or into Enterprise, as your practice grows. Contact us to align commercial terms.

Do we pay per seat or per module?

No. SaaS pricing is per advisory firm with tiered client org limits — the full platform is included for your practice.

Ready to price your practice?

Start a trial for your advisory firm, or explore the live Contoso Ltd demo with one click.

USD list prices — regional partners may offer localized pricing.