JosephWorks SaaS
ClearPoint
Reporting, KPI dashboards, and scheduled report execution for operational teams.
ClearPoint helps teams replace manual reporting packages, spreadsheet-driven updates, and legacy reporting workflows with scheduled execution, dashboards, report exports, REST API options, and customer-friendly usage limits.
Built around operational value
30-day Team trial with no credit card required
Read-only viewers are free on paid plans, subject to fair use
Soft limits with warnings before overage billing or upgrade conversations
Business and Enterprise options for REST API, audit logs, branding, and data isolation
Product capabilities
A professional reporting platform for scheduled reporting, KPI dashboards, automated report execution, and branded reporting experiences.
Reporting operations
- Scheduled report runs
- KPI dashboards
- Report templates
- PDF, Excel, CSV, and package exports
Automation and delivery
- Email and in-app notifications
- Multi-channel notification options
- Webhooks and integration packages
- Premium notification credit packs
Growth controls
- REST API on Business and Enterprise
- Audit logs and advanced permissions
- Custom branding and white-label portals
- Isolated client reporting workspaces
Plans
ClearPoint public pricing
Free/Sandbox
$0
Annual: $0
- Users
- 2
- Report executions / month
- 50
- Storage
- 500 MB
Demos, testing, tiny usage
Starter
$39/mo
Annual: $390/yr
- Users
- 5
- Report executions / month
- 500
- Storage
- 5 GB
Small reporting teams
Team
$119/mo
Annual: $1,190/yr
- Users
- 15
- Report executions / month
- 5,000
- Storage
- 25 GB
Growing reporting operations
Business
$299/mo
Annual: $2,990/yr
- Users
- 40
- Report executions / month
- 25,000
- Storage
- 100 GB
Advanced reporting, API, auditability
Enterprise Cloud
From $750/mo
Annual: Custom
- Users
- Custom
- Report executions / month
- Custom
- Storage
- Custom
High-volume or custom reporting
Overages stay visible and predictable.
JosephWorks uses soft limits for paid plans. Billing admins can see included limits, current usage, projected overages, and upgrade recommendations before usage becomes a surprise invoice.
Additional billable user
$10/user/month
Additional 1,000 report executions
$10/month
Additional 25 GB storage
$10/month
Additional isolated client workspace
$25/month, Business+
Add premium capabilities when they matter.
Branding, API integration, custom domains, and white-label portal features are available as add-ons or higher-tier plan capabilities.
Custom branding
$49/month
Full white-label reporting portal
$149/month
Advanced API / Integration Package
$99/month
Custom domain setup
$250 one-time
Try ClearPoint on the Team plan.
Use the 30-day no-card trial to test the real workflow, then convert to Free/Sandbox, Starter, Team, Business, or a custom deployment when you are ready.