Plans Built For Clarity And Growth

Transparent pricing, unlimited users, and no contracts — choose the plan that fits your journey.

Choose Your Plan

Transparent pricing that scales with your business. Start free, upgrade anytime.

How many companies do you have?
1 10 20 30 40 50+

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Everything you need to know, side by side

ESSENTIAL
Free
STARTER
$33/month
GROWTH
$108/month
SCALE
$291/month
ENTERPRISE
$583/month
PLATFORM ACCESS
1 company included
1 company included
5 company included
20 company included
50 company included
Additional companies
+$35 each company
+$25 each company
+$17 each company
+$15 each company
3 users
Unlimited users
Unlimited users
Unlimited users
Unlimited users
2 years data
5 years data
10 years data
Unlimited data
Unlimited data
REPORTING & INSIGHTS
Financial dashboards
Full dashboards
Consolidated dashboards
Advanced dashboards
Advanced dashboards
AI insights
AI insights & explanations
AI insights & explanations
AI insights & explanations
AI insights & explanations
Consolidated reporting
Consolidated reporting
Consolidated reporting
Consolidated reporting
Consolidated reporting
Portfolio views
Portfolio views
Portfolio views
Portfolio views
Portfolio views
Bulk reporting
Bulk reporting
Bulk reporting
Bulk reporting
Bulk reporting
ADVISORY TOOLS
Scenario analysis
Scenario analysis
Scenario analysis
Scenario analysis
Scenario analysis
Forecast automation
Forecast automation
Forecast automation
Forecast automation
Forecast automation
Custom KPI builder
Custom KPI builder
Custom KPI builder
Custom KPI builder
Custom KPI builder
Xero / QuickBooks integration
Xero / QuickBooks integration
Xero / QuickBooks integration
Xero / QuickBooks integration
Xero / QuickBooks integration
Custom integrations
Custom integrations
Custom integrations
Custom integrations
Custom integrations
COLLABORATION & SUPPORT
Email support
Email support
Email support
Priority support
Priority + dedicated support
Workspace management
Workspace management
Workspace management
Workspace management
Workspace management
Team roles & permissions
Team roles & permissions
Team roles & permissions
Team roles & permissions
Team roles & permissions
Cancel anytime
Cancel anytime
Cancel anytime
Cancel anytime
Cancel anytime
No setup fees
No setup fees
No setup fees
No setup fees
No setup fees

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