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For consultants & advisors

Turn recurring client ESG requests into a repeatable service.

Create and manage multiple small business Passports from one Pro account. Each client gets their own public URL and PDF to hand to their buyers; you keep editing control and the repeatable process.

Pro covers the consultant workflow today.

No dedicated consultant mode yet — but Pro already handles the multi-client case naturally.

Manage multiple clients under one Pro account

Create and fully manage a dedicated ESG Passport for every small business you advise. You retain complete editing rights and control. Each client receives their own clean public profile + PDF they can share independently with buyers.

Each client gets a clean public URL

Your client's Passport lives at a permanent URL with a custom slug. They share the link with their buyers directly — you stay the advisor of record without co-branding friction.

Standards-based, country-aware

Every Passport adapts to your client's country: grid emission factors, applicable regulatory frameworks, framework-specific badges. The same Passport works for an Israeli, German, or Indian small business.

Built for the requests your clients receive

Buyers, banks, and procurement teams ask for VSME data, ISSB transition-readiness answers, and Excel-format submissions. The Pro plan covers all three, plus the route to XBRL through EFRAG's official converter.

Built for advisory delivery

Turn recurring ESG requests into a scalable client service.

EcoDiligence is strongest for consultants who support small businesses that need practical procurement-ready ESG evidence, but do not need a full assurance engagement or a long-form sustainability report.

Productize ESG intake into a repeatable client deliverable instead of rebuilding spreadsheets for every engagement.

Shorten buyer-response cycles with one link, PDF and Excel template per client — the template EFRAG's official converter turns into XBRL.

Keep advisory quality control while giving each small business a professional asset they can reuse across procurement, banking, and annual updates.

How it works for consultants

  1. 01

    Sign up for Pro under your own account.

    Start with one client on the Free plan to evaluate, then upgrade to Pro when you're ready to take on more.

  2. 02

    Create a Passport for each small business you advise.

    Use the wizard normally — six short steps, optional AI bill parser, country-specific factors. Each Passport gets its own URL.

  3. 03

    Hand each client their link.

    Your client receives a public link they can share with buyers and banks, plus the PDF and the EFRAG VSME Digital Template (Excel), which EFRAG's official converter turns into XBRL. You keep full editing control — they cannot modify the Passport themselves (yet).

Choose how you deliver the service to your clients

With a single Pro account you have full flexibility — you can choose a different model for each client:

Full Service (managed by you)

You create and maintain the Passport for the client. You have full editing control and quality assurance. The client receives only a public link to view and share.

Most consultants start here — especially when they want to charge for the full service.

Guided Self-Service (client-managed)

We set up Pro on your client's own account for the period agreed with you, so they build and maintain the Passport themselves while you review and advise.

Good for clients who want independence. When the agreed period ends they move to the Free plan — nothing is charged unless they choose to continue.

Do you also teach? Running EcoDiligence inside a workshop is a separate write-up — a session outline, the data to ask participants to bring, and what to plan around.

Pricing for consultants

One Pro account. Up to 10 Passports. $299/year.

Free

$0forever

For a small business answering an occasional ESG questionnaire.

  • 1 ESG Passport
  • PDF + QR + Public profile
  • Annual updates
  • AI bill parsing — 2/month
  • Coverage Check — 1/month against your Passport
  • Subtle watermark
  • Profile URL with random suffix
  • Basic Attestation
  • Geographic factor profiles — 11 dedicated countries plus EU and global fallbacks
  • One reporting period per Passport — a new period is a new Passport, which is Pro

Invited suppliers create and share a Passport for free — no credit card.

Start free
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Pro

$299/year

For a small business handling repeat requests — and for advisors, who manage a separate Passport for each client under one Pro account.

Save $169/year (36% off) vs monthly

  • Everything in Free
  • Up to 10 ESG Passports you can manage
  • ISSB Transition Readiness, including Australia-specific AASB S2 (ASRS) questions
  • VSME Comprehensive Add-on
  • Country disclosures — Malaysia SEDG · ASEAN ASEDG
  • VSME Digital Template (Excel), pre-filled for EFRAG's own XBRL converter
  • Unlimited Coverage Checks — on every new questionnaire
  • Unlimited AI bill parsing
  • No watermark · Company logo in PDF
  • Custom URL slug
  • Professional Attestation
  • Priority email support
  • 30-day money-back guarantee

30-day money-back · Cancel anytime

10 Passports is the ceiling of the plan. If you need more than that, email us and we'll price the volume — no sales call required. And if you advise more than about 25 small businesses, we'd like to hear from you for a different reason: that is roughly where bulk import, advisor-branded output and a client dashboard start to be worth building, and we're shaping that roadmap with advisors who work at that scale.

Managing more than 10 client Passports? Email us for volume pricing — no sales call required.

Everything in a Passport is self-reported and not independently audited, including certifications.

Start with one client freeTalk to us about advisory