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Pricing
Monthly
Yearly
Startup
$
79
/month
$948 paid annually
Per month
Billed annually at $948
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)
Book a Demo with the Founder
Business
$
299
/month
$3,588 paid annually
Per month
Billed annually at $3,588
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)
Book a Demo with the Founder
Fractional CFO
Contact Us
For larger startups who need
monthly 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
Get On A Call with the Founder
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.
Ready to Discover Your Profit Levers?
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