kitio.aiBloks vs Koolay
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Bloks starts at See pricing page and Koolay starts at See pricing page. Check both pricing pages for current plans.
At a glance
Best for
Pricing model
Starting price
Free plan
Made by
Based in
Rating
Key features
- Bot-free meeting notes
- Drafted follow-up emails
- Compliance letters and forms
- Client profiles
- Asset tracking
- Wealthbox sync
- Grant discovery by EIN
- AI grant writer
- Application pipeline
- Donor CRM
- Events and e-sign
| Feature | Bloks | Koolay |
|---|---|---|
| Best for | AI assistant and CRM replacement for financial advisors | Nonprofit platform with donor CRM and an AI grant writing tool |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Free trial | Freemium |
| Starting price | See pricing page | See pricing page |
| Free plan | No, 14-day trial | Yes |
| Made by | Bloks | Koolay |
| Based in | Canada | – |
| Rating | No ratings yet | No ratings yet |
| Key features |
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Pricing compared
Bloks starts at See pricing page and Koolay starts at See pricing page. Check both pricing pages for current plans.
Free plan
Cheapest paid plan
Top plan
Free trial
2 plans
Companion
CA$119/mo
- Per advisor
- Meeting notes and follow-ups
- Forms and compliance letters
- 100MB document storage
Un-CRM
CA$199/mo
- Per advisor
- Everything in Companion
- Full client record and asset tracking
- Unlimited document storage
Prices in USD, checked Oct 29, 2026 or later. Plans change often, so confirm on each tool's site before you buy.
Pros and cons
Bloks
- Built for advisor compliance needs
- No meeting bot on client calls
- Canadian data residency and SOC 2
- Prices are in Canadian dollars
- Un-CRM is in limited access
- Aimed only at financial advisors
Koolay
- Free grant search for small nonprofits
- Grants and donors in one system
- Done-for-you grant writing available
- Free tier is limited to organizations under $1M
- Full pricing is not on the homepage
- Built for US-style nonprofits
Which one should you choose?
Choose Bloks if you want:
- Built for advisor compliance needs
- No meeting bot on client calls
- Canadian data residency and SOC 2
Watch out: prices are in canadian dollars.
Choose Koolay if you want:
- Free grant search for small nonprofits
- Grants and donors in one system
- Done-for-you grant writing available
Watch out: free tier is limited to organizations under $1m.
Bloks vs Koolay FAQ
What is the difference between Bloks and Koolay?
Bloks: AI assistant and CRM replacement for financial advisors. Koolay: Nonprofit platform with donor CRM and an AI grant writing tool. Both are legal, finance & hr tools.
Is Bloks or Koolay cheaper?
Bloks starts at See pricing page and Koolay starts at See pricing page. Check both pricing pages for current plans.
Do Bloks and Koolay have free plans?
Bloks: No, 14-day trial. Koolay: Yes.
Who makes Bloks?
Bloks is made by Bloks, based in Canada.
Who makes Koolay?
Koolay is made by Koolay.
Which should I choose, Bloks or Koolay?
Choose Bloks if you value built for advisor compliance needs and no meeting bot on client calls. Choose Koolay if you value free grant search for small nonprofits and grants and donors in one system.