Solo
$299/mo
For independent CFOs getting started
- 3 clients included
- $75/client/mo additional
- Three-statement forecasting + AI analysis
- Client portal + branded reports
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Professional
$699/mo
For growing advisory practices
- 10 clients included
- $59/client/mo additional
- Three-statement forecasting + AI analysis
- Client portal + branded reports
Scale
$1,499/mo
For larger firms and teams
- 25 clients included
- $49/client/mo additional
- Three-statement forecasting + AI analysis
- Client portal + branded reports
Transaction Advisory
QoE analysis, valuation, cap table, data room, and pitch deck workflows for clients approaching a transaction.
$499/mo
Add to Trial
Existing customers keep their contracted pricing. New trials choose from the plans above.