Free
The essentials — clock in, sign docs, and plan your own week.
single user · no credit card
All plans include unlimited scheduling, time tracking, and the calendar. Higher tiers add AI document processing, signature workflows, and compliance tooling. Switch plans anytime.
Monthly billing only at launch. Annual plans (with a discount) are coming after we finish the billing rollout.
The essentials — clock in, sign docs, and plan your own week.
single user · no credit card
Add teammates. Invite others, share your calendar, and start building your org.
billed monthly · per user
Add teammates. Managers, departments, edit-request approvals.
billed monthly · per user · 2-seat minimum
Unlock the AI suite — document processing, AI chat, signature template scans.
billed monthly · per user
Higher AI allowances, pre-built template packs, compliance workflows, audit trail.
billed monthly · per user
Plans are cumulative — each tier includes everything below it.
* Marks features in limited-access mode while we complete verification (e.g. Google Sync). Full access lands with the next billing update.
| Feature | Free $0/user/mo | Initiate $5/user/mo | Collaborate $8/user/mo | Operate $15/user/mo | Automate $30/user/mo |
|---|---|---|---|---|---|
| Scheduling & Coordination | |||||
Pencil In Send a shareable link, collect availability from anyone (no signup required), and pick a time everyone can meet. Perfect for cross-org meetings. | |||||
Unified Calendar Personal + organizational calendar with limited Google sync*, department-level layering, and per-user privacy controls. | |||||
| Workforce Management | |||||
Employees Employee roster — profile, department, role, status. | |||||
Managers Manager + report relationships driving calendar broadcast scope, time-off approvals, and review surfaces. | |||||
Departments Create and edit departments with cross-department visibility grants and department-scoped calendars. | |||||
Edit Requests Correct your own time entries with an audit trail. Manager approval queue unlocks on paid plans. | |||||
Time-Off Requests Request your own time off with a personal balance tracker. Approval workflow, accruals, blackout periods, and global rules unlock on paid plans. | |||||
Live Monitor Real-time view of who's clocked in / on break / status across the org. | |||||
Tasks (Monday.com) Kanban task board surfaced from Monday.com integration. | |||||
| Time Tracking | |||||
Time Entries Track your shifts with multi-shift mode, day-close time rules, and shift annotations. | |||||
Time Clock Clock in, clock out, take breaks — with an audit trail. Shared kiosk mode with PIN + 2FA unlocks on paid plans. | |||||
Shift Notes & Reminders Add notes to each shift with an end-of-shift prompt to capture what you worked on. | |||||
| Knowledge & Documents | |||||
Compliance Wiki Internal knowledge base / SOP library with role-scoped visibility. | |||||
Training Modules Training content + completion tracking for compliance assignments. | |||||
Reminders & Deadlines Personal reminders and deadlines with the sticky nav bar; per-user scheduling. | |||||
| Documents & AI — AdminOS | |||||
Document Library (Documents Processed) Upload PDFs/images; AI runs OCR → classification → entity extraction → embedding for search. | |||||
AI Chat Natural-language Q&A over your uploaded documents with citation back to source. | |||||
AI Search Natural-language semantic search across your documents. Unlimited. | |||||
Deb's Items Deb proposes calendar deadlines, contacts, and follow-ups from each processed document. | |||||
Contracts Vault Documents classified as contracts surface in a dedicated tab with effective/expiry/renewal tracking and auto-deadlines. | |||||
Licenses Licenses, certifications, and training certificates with expiration tracking and auto-deadlines. | |||||
Tax Vault Tax-form documents (W-9, W-2, 1099, 941, state, returns) grouped by tax year with tax profiles per filer. | |||||
Budget & Subscriptions Recurring vendor subscriptions detected from receipts/invoices with next-charge dates and cadence tracking. | |||||
Contacts (from Business Cards) Business-card uploads parsed into structured contact records (name, title, company, email, phone, socials). | |||||
AI Industry Tags on Contacts When a contact is auto-added to your rolodex (from a Pencil In response or a signature invite), AI infers industry tags from the person's email domain — e.g. dante.gold@kiewit.com gets tagged construction, engineering, infrastructure. Cached globally so common companies never re-query. Sender-defined topic tags are always applied on lower tiers; industry inference is Operate+. | |||||
Archive & Trash Soft-deleted / archived documents with a 90-day restore window. | |||||
| Signing & Compliance — Sign & Date | |||||
Document Signing (Sign & Date) Sign documents sent to you and download the completed PDFs. Creating and sending your own multi-signer docs unlocks on paid plans. | |||||
Signature Templates Reusable PDF templates with pre-placed signature/date/initials/form fields. Send to any number of recipients with one click. | |||||
Signature Template AI Scan Claude vision scans an uploaded PDF and auto-places signature, date, initials, and form-field boxes. | |||||
Pre-Built Template Packs Curated signature templates (W-9, I-9, W-4, etc.) tenants enable in one click with field layouts already positioned by Swaybar ops. | |||||
Sign & Date Audit Per-document audit trail (signer IP, user-agent, view counts, timestamps) and signed-PDF hash; org-wide audit log. | |||||
Share Signed Docs with Third Parties After a document is fully signed, share it with people outside your org (accountants, partner HR teams, etc.) via a code-protected view-only link. Sender delivers the access code out-of-band for two-factor-style security; the recipient's view activity gets its own audit sub-trail. | |||||
| Compliance Workflows | |||||
Workflow Templates Policy acknowledgments, safety training, onboarding checklists, annual reviews, certifications, incident reports. | |||||
Assignments Assign workflow templates to employees with due dates, scheduled rollouts, and status tracking. | |||||
Recipient Review Manager surface for reviewing a recipient's completed compliance assignments. | |||||
Compliance Audit + Reports Org-wide compliance audit log and tenant compliance reports. | |||||
Compliance AI Assistant Chat assistant grounded in your org's wiki and SOP content; answers compliance questions referencing your internal docs. | |||||
| Dashboard / Inbox | |||||
Inbox One place for the invites, signature requests, deadlines, and notifications sent to you. | |||||
Deb's Items Inbox (admin) Manager-facing inbox of Deb-proposed deadlines/contacts/follow-ups awaiting approve/reject before they fire. | |||||
| Reporting & Analytics | |||||
Reports Download your own time-entry, shift-note, and personal payroll reports in CSV or PDF. Org-wide + payroll-team reports unlock on paid plans. | |||||
AI Usage Meter Per-feature meter showing org-pooled usage against each cycle's allowance with progress bar and paused-state messaging. | |||||
| Access & Administration | |||||
Account Settings Manage your profile, password, theme, calendar preferences, and shift-notes settings. | |||||
AdminOS Access Grants Per-user feature flags inside AdminOS (Library / Upload / Search / Contacts / Archives) and per-peer sharing scope (all, by doc type, by tag). | |||||
Role Model (Admin / Manager / Supervisor / Employee) Four-layer permission system used by calendar broadcast, time-off approvals, and compliance assignments. | |||||
Public Signing Link Recipient-facing PDF signing page reached from an emailed signing link. No login required. | |||||
Hide Swaybar branding on public pages Public pages your customers see (gig claim, meeting polls, signature requests, delivered documents) render without the Swaybar footer. | |||||
AI features (document processing, AI chat, signature template scans, forwarded-email analysis) have monthly per-user allowances. Limits are published on the AI Fair Use Policy and live in real time on your AI Usage page.