ChartHop
ChartHop pulls your people data into one model, so pay, performance and planning read from the same records. A payroll sync can overwrite a merged planning scenario. Its newest AI features are still in early release, and its terms limit what you can claim. Its own documents give six months or one year for keeping your data after you leave.
ChartHop joins your people data for planning and analytics, and posts no price online today
ChartHop joins payroll, hiring and pay data into one model. It adds analytics, headcount planning and an optional HR system on top. Its newest AI features are still in early release.
You want headcount, pay and performance numbers to come from one place. You plan to keep your payroll provider. You can wait for AI features that are still in early release.
You need a price you can read online today. You need planning scenarios that survive a payroll sync without extra care. You must keep employee data outside the United States, unless ChartHop confirms another region in writing.
In April 2026, ChartHop Core cost $5 per employee per month, billed yearly. Headcount planning, HRIS, compensation and performance each added $4. Engagement and goals each added $3. Today no price is posted online. ChartHop prepares a proposal after three questions.
It builds one model from your payroll and hiring data, then plans on it
Before you compare prices, you need to know what ChartHop does with your data. It starts by pulling people data from the systems you already run into one model. Everything else it sells sits on that model.
ChartHop reads from your payroll provider, your hiring system and your equity system. Payroll comes first. ChartHop recommends starting with a payroll sync that runs daily, or a manual import. Hiring systems sync daily or on demand, and the hiring system stays the source of truth. Equity records come in once a week or on demand. Workday customers sync the employee list through a user with read access. ADP Workforce Now is a two-way link. Base pay, legal name, home address, contact details and manager changes made in ChartHop go back into ADP. ChartHop has been in the ADP Marketplace since March 2026.
On that model, ChartHop builds an org chart, dashboards and a data sheet that works like a spreadsheet. Its base product, ChartHop Core, includes dashboards for headcount, cost, attrition, span of control and tenure. Ask ChartHop lets you type a question in plain words. One question can cross four systems. The answer comes back as a chat reply, a data sheet or a calendar view.
Headcount planning is where ChartHop goes past reporting. It models the effect of a budget on headcount, cost and structure. You can build scenarios, set approval steps and track the budget live. Managers can request org changes themselves through guided steps. Approved requisitions can go to Ashby, Greenhouse, Jobvite or Lever. With Greenhouse, ChartHop then tracks which roles are open, hired and filled.
ChartHop can also be your HR system. It then handles records, onboarding, time off and payroll links on the same model. Or it can sit on top of an HR system you keep. Compensation, performance, engagement and goals are separate add-on products on the same model. ChartHop Performance adapts to any review cycle and keeps results next to pay, engagement and headcount.
One set of records, AI that follows access rules, and an org chart on day one
ChartHop’s strengths come from keeping everything on one model, and they are worth weighing against the limits that follow.
Planning, pay and performance read from the same records
ChartHop runs its add-on products on one data model. So performance results sit next to pay, engagement and headcount. The gain its customers report is time. Zip reports that two people ran its compensation cycle with ChartHop. Four or five people did the job before. 1Password reports that its finance team saves over 20 hours a month on headcount planning. YipitData’s people team estimates it saves an average of 10 hours a week.
The AI sees only what the person asking can see
ChartHop’s AI uses the user’s own access filter. If a user has no access, the AI has none. So a manager’s chat cannot reach pay data that manager could not open anyway. Sensitive information is masked or left out for people who should not see it. Each AI Pro agent inherits the permissions of the person it works for. No changes happen without that person’s approval. Customer data is not used to train its AI. Under ChartHop’s AI usage policy, its AI runs on a dedicated model from Anthropic. Each session starts fresh, and no data is kept between sessions. ChartHop’s AI Agent Memory documentation gives a different account. There the AI can store and recall information between sessions. The memory can be cleared at user or org level. Memory is marked Alpha and belongs to AI Pro. Ask which applies to your account.
You see an org chart quickly
Most teams see live data in an org chart on day one. ChartHop aims to get customers out of spreadsheets in weeks, not months. An implementation specialist, a customer success manager and support engineers guide the set-up. That customer experience team is a benefit of ChartHop’s core products. Basic customers get support and documentation only.
Planning can be overwritten, and the terms limit what you can claim
Each point below changes what you can rely on once you have signed, so settle them before the contract. They cover where ChartHop stops and what its terms allow.
A payroll sync can overwrite a merged planning scenario
ChartHop warns about one case. If a payroll app is the source of truth, the next sync overwrites scenario data after a scenario is merged. Payroll syncs run daily or on demand. Planning scenarios let you test a budget or hiring change before you commit to it. Ask how your team should merge one so the next sync does not undo it.
Some links and tools are still in test
ChartHop marks its Salesforce link as Alpha. The Finch link brings in data from over 200 payroll and HR providers, and it is marked Beta. Automated Finch links refresh every 24 hours, and assisted ones every seven days. Tables, which brings in data from Google Sheets, Salesforce and Zendesk, is also Beta. Ask which of these your set-up would depend on.
AI answers need a person to check them
AI models can produce inaccurate information. ChartHop advises users to review and verify responses. Its AI Summaries of survey and review comments can include made-up content. ChartHop advises that they are not a substitute for human decision-making. Before any summary reaches a pay or promotion decision, someone on your side should read the original comments.
ChartHop’s flight-risk template rests on two inputs
AI Pro can tell a user when a top performer starts looking like a flight risk. That means someone likely to leave. ChartHop’s formula cheat sheet also gives a template that labels each person High, Medium or Low for flight risk. It uses the months since a title date recorded in ChartHop. It also checks whether base pay sits below a band minimum. That is the lowest pay set for a pay band. Ask what drives each alert before anyone acts on one.
Managers see pay down the reporting line, and a spreadsheet can pass it on
The Employee role goes to most employees, including managers. That role can see the compensation data of anyone in the person’s reporting line. A role can be filtered to a department. A data sheet can sync live to Google Sheets or Microsoft Excel. The sync is tied to the credentials of the person who made it. Anyone with the spreadsheet sees the data regardless of sensitivity settings. The links that feed the spreadsheet expire after 30 days unused.
Your data sits in Virginia and activity logs last seven days
Where your data sits matters if employee data must stay in another region. Log life matters if you need to look back at who saw what. ChartHop hosts on AWS in Virginia. It stores production data in MongoDB Atlas, also in Virginia, encrypted at rest. ChartHop is a US business that intends to comply with the GDPR. It logs all activity by authorised users, including the specific query. Its third-party logging service deletes that log after seven days, so a log older than a week is gone. ChartHop relies on fifteen subprocessors, and some may receive access to customer data.
The terms bar some data and limit what you can claim
Start with what you may store. Under ChartHop’s privacy policy, you may not store medical or health records. The same goes for financial account numbers, credit card numbers and any information about children under 16. Check that against any sickness or absence fields you plan to sync. Two clauses then decide who carries the loss if something goes wrong. Under its standard terms, ChartHop caps its liability for direct damages. The cap is the fees paid or payable in the twelve months before the event giving rise to a claim. That cap limits what you could recover for direct damages. ChartHop is not responsible for unauthorised access to customer data unless it is due to gross negligence or wilful misconduct. Ask who carries the loss in any other case. Separately, all fees paid are non-refundable.
ChartHop can change versions, and extra help costs extra
These clauses let ChartHop change or retire versions of the product, and they shape how you can raise a dispute. ChartHop may stop supporting old versions of the service at any time. It will use commercially reasonable efforts to give 60 days’ notice of major changes. Implementation help is provided only as far as your order form sets out. Help beyond the agreed hours is billed at ChartHop’s then-current hourly rates. ChartHop may also use your name as a reference on its website and to other customers without your prior consent. That means it can name you as a customer without asking. Disputes go to binding arbitration in New York County. So arbitration, not a court, settles a dispute.
If ChartHop is sold, your people data may pass to the buyer
Under ChartHop’s privacy policy, information it collected may be part of a merger or sale. The buyer could use it. ChartHop, Inc. is a Delaware corporation. It raised $14 million in 2020, $35 million in 2021 and $20 million in 2023. Ask for a clause on what happens to your data if ownership changes.
Sign-in rules and the audit date need checking
Sign-in rules decide who can reach pay data. A recent audit report is evidence that those controls were checked. ChartHop’s two security documents differ on sign-in. One has mandatory single sign-on as a security feature while also supporting several sign-in options. The other strongly encourages single sign-on and tells customers without it to use strong passwords. Ask whether single sign-on is required on your account. ChartHop reports a completed SOC 2 Type 2 audit by Schellman & Company. Its announcement is dated 15 October 2020, so ask for the latest report.
It suits teams that keep their payroll provider and want planning on top
Fit depends on where your data lives today and what you want to do with it. ChartHop suits you if you keep your payroll provider and want planning and analytics on top. Payroll data then syncs in automatically. It also suits you if you want one product to replace your HR system and the spreadsheets around it. Its HRIS option covers records, onboarding and time off.
Hundreds of companies use ChartHop, from small businesses to large enterprises. The customers it quotes range in size. Starburst had close to 188 people in February 2021. InVision had about 200 in May 2017. Two quoted reviews mention organisations of more than 600 and more than 700 people. Ask ChartHop for a customer near your own headcount and sector.
One unnamed software company reports that ChartHop saves up to 8 to 10 hours a week on manual data pulls. It also reports that ChartHop replaced the need for a dedicated HR analyst. It values that at $90,000 a year, using the national average for total pay. Treat that as one company’s estimate and run your own sums.
April prices started at $5 per employee, and ChartHop’s documents differ on keeping your data
You need a price before you ask for a proposal, and none is posted online today. In April 2026, ChartHop Core cost $5 per employee per month. ChartHop prices per employee per month, billed yearly, and Core is a complete product on its own. Core included people analytics and dashboards, AI insights and Ask ChartHop. It also included the org chart, employee profiles, the map view and the company calendar. Headcount planning, HRIS, compensation and performance each added $4. Engagement and goals each added $3. In April, volume pricing was available, and enterprise customers got dedicated support and flexible pricing on contact.
Here is a worked example. Core plus headcount planning plus compensation comes to $13 per employee per month. That is $1,300 a month for every 100 employees, billed yearly. Core plus all six add-ons comes to $27, or $2,700 a month for every 100 employees. These are April 2026 list prices. Today ChartHop prepares a proposal after a visitor answers three questions.
The April list gave prices for Core and the six add-on products above. Ask for a price for AI Pro in your proposal, because AI Pro is an add-on priced separately. Ask for a price for ChartHop Basic too. Basic has an org chart, a data sheet, a map and several ready-made dashboards. It syncs one payroll system only. Ask how many implementation hours the price includes. Help beyond the agreed hours is billed at ChartHop’s then-current hourly rates.
How long you are tied in, and what happens if a payment is late, both sit in the terms. Under ChartHop’s standard terms, the agreement lasts until 90 days after all order form terms expire. Each order form sets its own initial term and renewal terms. Invoices are payable in US dollars within the number of days set in the order form. Customer data may be irretrievably deleted if an account is 90 or more days behind on payment.
Leaving is where ChartHop’s own documents differ. Under its standard terms, ChartHop keeps all customer data for six months after the agreement ends. That lets you refer to it. Under its security statement, ChartHop keeps data for up to one year after termination and then hard-deletes it. Under its privacy policy, ChartHop deletes identifiable customer data one year after termination, or earlier on request. It also deletes the change log when a customer terminates. ChartHop lets you take your data out through its API or an export, and deletes immediately on request. Ask which period applies to you, and get it in your order form.
You could also get these reports and answers from agents built on your own systems. We have mapped what that looks like. The HR Agent Map
Nine questions for the demo
- Is AI Pro available to our account today, and what does it cost? Good answer: Yes, or a dated release plan, and a written price.
- How do we merge a planning scenario so the next payroll sync does not overwrite it? Good answer: A named step in our set-up, tested on our own payroll data.
- Which of the links we would use are Alpha or Beta? Good answer: A list of our links, each with its release stage.
- Can our data be held outside Virginia? Good answer: A named region, written into the order form.
- After we leave, do you keep our data for six months or one year? Good answer: One period, written into the order form, with deletion confirmed in writing.
- How long can we keep the activity logs and AI audit trail? Good answer: A period we choose, longer than seven days.
- Who sees pay data, including managers and anyone with a live spreadsheet sync? Good answer: A written access map, and a way to switch off live spreadsheet syncs.
- When is the latest SOC 2 Type 2 report dated? Good answer: A recent report we can read before we sign.
- Will you remove the right to name us as a reference? Good answer: Yes, written into the order form.
Alternatives to ChartHop
The alternatives are Visier, One Model, Orgvue and BambooHR, or buying nothing. They split by what you want the product to own. Our comparison of these products puts them side by side.
Visier builds one workforce model across the systems you run, as ChartHop does. It documents several pre-built connectors as Beta, including those for BambooHR and Dayforce. So the question you put to ChartHop about links still in test applies here too. Visier also sells workforce planning, and custom plan models may be added with the purchase of a customisation pack. Ask what planning costs once you add those.
Choose One Model if your data sits in many systems and you want it brought into one governed model. It takes in HRIS, hiring, payroll, engagement, performance and finance data. It sells three editions, and each one is quoted on request. Choose Orgvue if restructuring and position planning are the job. Orgvue calls itself a workforce transformation platform. Its Position Planning product reviews position structures against budgets and plans. Its Strategic Workforce Planning product models future supply and demand. Henshaw is Orgvue’s suite of AI capabilities. Henshaw Roles and Henshaw Assistant were in early access in December 2025. Henshaw Assistant entered a phased general release in January 2026. Under Orgvue’s Henshaw addendum, beta functionality is free and fees may be introduced at general availability. Put the same pricing question to ChartHop about AI Pro.
Choose BambooHR if you already run it. Its custom dashboards and analytics come only inside the Elite package and are not sold as an add-on. Buying nothing is the last option. Compare what your payroll and HR system already report before you spend. To see what to check first, read our guide for companies whose HR system has analytics. For the whole market, read our people analytics guide.
https://www.charthop.com · ChartHop home page · read 6 Nov 2026
https://www.charthop.com/llms.txt · ChartHop platform summary · read 6 Nov 2026
https://www.charthop.com/modules/hris · ChartHop HRIS · read 6 Nov 2026
https://www.charthop.com/modules/headcount-planning · ChartHop headcount planning · read 6 Nov 2026
https://www.charthop.com/modules/performance · ChartHop Performance · read 6 Nov 2026
https://www.charthop.com/modules/charthop-core · ChartHop Core · read 6 Nov 2026
https://www.charthop.com/modules/ai-pro · ChartHop AI Pro · read 6 Nov 2026
https://www.charthop.com/integrations · ChartHop integrations · read 6 Nov 2026
https://www.charthop.com/adp · ChartHop and ADP Workforce Now · read 6 Nov 2026
https://www.charthop.com/resource/charthop-ai-adp-marketplace · ChartHop on the ADP Marketplace, 3 March 2026 · read 6 Nov 2026
https://www.charthop.com/security · ChartHop security · read 6 Nov 2026
https://www.charthop.com/ai-security · ChartHop AI security and frequently asked questions · read 6 Nov 2026
https://www.charthop.com/privacy-policy · ChartHop privacy policy · read 6 Nov 2026
https://www.charthop.com/pricing · ChartHop pricing today · read 6 Nov 2026
https://web.archive.org/web/20260414095117/https://www.charthop.com/pricing · ChartHop pricing, copy of April 2026 · read 6 Nov 2026
https://www.charthop.com/customer-success-and-professional-services · ChartHop customer success and services · read 6 Nov 2026
https://www.charthop.com/resource/1password · 1Password customer story · read 6 Nov 2026
https://www.charthop.com/resource/yipitdata · YipitData customer story · read 6 Nov 2026
https://www.charthop.com/resource/how-wistia-saved-time-and-money-with-charthop · Customer story from an unnamed software company · read 6 Nov 2026
https://www.charthop.com/resource/how-zip-streamlined-compensation-reviews-with-charthop · Zip customer story · read 6 Nov 2026
https://www.charthop.com/resource/how-starburst-fueled-hypergrowth · Starburst customer story · read 6 Nov 2026
https://www.charthop.com/resource/invision · InVision customer story · read 6 Nov 2026
https://www.charthop.com/resource/charthop-announces-soc2-type2 · ChartHop SOC 2 Type 2 announcement, 15 October 2020 · read 6 Nov 2026
https://www.charthop.com/resource/announcing-series-a · ChartHop Series A announcement, 26 August 2020 · read 6 Nov 2026
https://www.charthop.com/resource/announcing-series-b · ChartHop Series B announcement, 9 June 2021 · read 6 Nov 2026
https://www.charthop.com/resource/announcing-charthops-series-c-funding · ChartHop Series C announcement, 24 January 2023 · read 6 Nov 2026
https://docs.charthop.com/charthop-ai-with-access-guard · ChartHop AI and Access Guard documentation · read 6 Nov 2026
https://docs.charthop.com/ai-pro · ChartHop AI Pro documentation · read 6 Nov 2026
https://docs.charthop.com/ai-summaries · ChartHop AI Summaries documentation · read 6 Nov 2026
https://docs.charthop.com/ai-agents · ChartHop AI Agents documentation · read 6 Nov 2026
https://docs.charthop.com/ai-scenario-planner · ChartHop AI Scenario Planner documentation · read 6 Nov 2026
https://docs.charthop.com/ai-agent-memory · ChartHop AI Agent Memory documentation · read 6 Nov 2026
https://docs.charthop.com/ask-charthop · Ask ChartHop documentation · read 6 Nov 2026
https://docs.charthop.com/rmyPtiONIenqGBgBojHcA · ChartHop AI usage policy · read 6 Nov 2026
https://docs.charthop.com/cheat-sheet · ChartHop formula cheat sheet · read 6 Nov 2026
https://docs.charthop.com/payroll-systems · ChartHop payroll systems · read 6 Nov 2026
https://docs.charthop.com/applicant-tracking-systems · ChartHop applicant tracking systems · read 6 Nov 2026
https://docs.charthop.com/equity-syncs · ChartHop equity syncs · read 6 Nov 2026
https://docs.charthop.com/finch-integrations · ChartHop Finch integrations · read 6 Nov 2026
https://docs.charthop.com/installing-the-workday-app · ChartHop Workday app · read 6 Nov 2026
https://docs.charthop.com/salesforce-integration · ChartHop Salesforce integration · read 6 Nov 2026
https://docs.charthop.com/sync-your-org · ChartHop implementation overview · read 6 Nov 2026
https://docs.charthop.com/live-queries · ChartHop live queries to spreadsheets · read 6 Nov 2026
https://docs.charthop.com/user-roles-and-permissions · ChartHop user roles and permissions · read 6 Nov 2026
https://docs.charthop.com/employee-role · ChartHop Employee role · read 6 Nov 2026
https://docs.charthop.com/security-statement · ChartHop security statement · read 6 Nov 2026
https://docs.charthop.com/standard-terms-and-conditions · ChartHop standard terms and conditions · read 6 Nov 2026
https://docs.charthop.com/subprocessors · ChartHop subprocessors · read 6 Nov 2026
https://docs.charthop.com/charthop-basic · ChartHop Basic · read 6 Nov 2026
https://www.charthop.com/resource/charthop-product-updates-october-2026 · ChartHop product update, October 2026 · read 6 Nov 2026
https://www.visier.com/workforce-ai/product/workforce-insights/ · Visier Workforce Insights and pricing · read 6 Nov 2026
https://docs.visier.com/visier-people/Studio/data/data%20connectors/data-connectors.htm · Visier data connectors · read 6 Nov 2026
https://www.visier.com/docs/descriptions/application/visier-workforce-planning/ · Visier Workforce Planning description · read 6 Nov 2026
https://www.onemodel.co · One Model home page · read 6 Nov 2026
https://www.onemodel.co/pricing · One Model pricing · read 6 Nov 2026
https://www.orgvue.com/platform/ · Orgvue platform · read 6 Nov 2026
https://www.orgvue.com/platform/ai-in-orgvue/ · Orgvue Henshaw AI · read 6 Nov 2026
https://www.orgvue.com/legal/terms-and-conditions/application-services-product-definitions/ · Orgvue product definitions · read 6 Nov 2026
https://www.orgvue.com/legal/terms-and-conditions/henshaw-addendum/ · Orgvue Henshaw addendum · read 6 Nov 2026
https://www.orgvue.com/resources/product-updates/ask-questions-of-your-workforce-data-with-henshaw-assistant/ · Orgvue Henshaw Assistant update · read 6 Nov 2026
https://www.orgvue.com/news/orgvue-unveils-henshaw-suite-of-ai-platform-capabilities/ · Orgvue Henshaw announcement · read 6 Nov 2026
https://www.bamboohr.com/platform/hr-data-and-reporting/custom-dashboards-and-analytics · BambooHR custom dashboards and analytics · read 6 Nov 2026