Pricing
Simple. Per workspace.
Start free. Upgrade when your team wants unlimited reports and shared workspaces.
Starter
£0forever
For solo finance leads exploring Surplus.
- 1 workspace
- 3 reports / month
- Budget variance drafts
- Community support
Team
Most teams£249/ month
For finance teams running 1–3 funds.
- Unlimited reports
- Shared workspaces
- Donor & board pack templates
- Spend intelligence
- Priority support
Scale
Customannual
For large foundations and fund managers.
- SSO / SAML
- Data residency choice (UK / EU)
- Dedicated CSM
- Procurement & DPA support
- Custom retention policy
Common questions
How does billing work?
Team is billed per workspace, per month. Cancel any time from settings. Scale is billed annually with a signed order form.
Where is my data stored?
UK or EU region, chosen at workspace creation. Data never leaves the region you pick.
Do you train models on our data?
No. Customer content is never used to train foundation models — ours or anyone else's.
Can procurement review your terms?
Yes. On Scale we provide DPA, sub-processor list, and a security questionnaire response pack.