Pricing

Monthly
Yearly

Startup

$79/month
$948 paid annually
For startups looking to build a
better financial model
  • Core Features
  • 1 Editor
  • 2 Scenarios
  • 5 Versions (View Only)
  • Email Support
  • QuickBooks Integration
  • CFO Onboarding Assistance (Addon)
  • CFO Advisory (Addon)
Get Started

Business

$299/month
$3,588 paid annually
Ideal for startups making money and generating profits.
  • Everything in Startup, plus
  • Unlimited Editors
  • Unlimited Scenarios
  • Unlimited Versions (View Only)
  • Priority Email Support
  • QuickBooks Classes (Departments)
  • Full Service Onboarding
  • CFO Advisory (Addon)
Get Started

Dedicated

Contact Us
For larger companies who need
dedicated finance support
  • Everything in Business, plus
  • On-Demand CFO Advisory
  • Monthly Financial Reviews
  • Unlimited Versions (View & Restore)
  • Dedicated Support via Email, Call & Slack
  • Snowflake Integration
  • Custom Integrations
  • We-Do-It-for-You Onboarding
Contact Us
Design Accent - Cloudberry Leaves

Core Features

Functionality available in every plan

QuickBooks Sync

Link QuickBooks to automatically update your actuals, avoiding the hassle of exports and keeping your financials accurate.

Templates

Get started quickly with templates like Headcount Planner, Profit and Loss, Balance Sheet, and Cash Flow Statement.

Reporting

Create reports to compare different scenarios, visualize key metrics, and track performance against past forecasts.

Forecast Automation

Save time by automating your routine forecasts with shortcuts such as 3-month average, % of revenue, or % of salary.

Custom Worksheets & Formulas

Customize complex forecasts and build custom metrics using flexible, spreadsheet-like formulas and worksheets.

Collaboration (Coming Soon)

Comment, assign tasks to your team members, or invite them to view reports in view-only mode.
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