Pricing · early bird rates
Priced by capacity, not by feature.
Every plan includes the full close workflow, balance-sheet schedules, lead sheets, intercompany, consolidation, board pack PDF, variance analysis, forecasting, and revenue attribution. Early bird users lock in current rates for 12 months from their start date. Pricing increases at general availability. All prices are in US dollars (USD), billed monthly.
Early bird
Starter
Standard $249/month
$199/month
1 client · 3 entities
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Early bird
Solo
Standard $379/month
$299/month
3 clients · 10 entities
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Most popular · Early bird
Firm
Standard $649/month
$499/month
5 clients · 15 entities
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Early bird
Scale
Standard $1,299/month
$999/month
10 clients · 30 entities
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Strategic
Custom
Large rosters & PE-backed portfolios
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Included in every paid plan
Plans differ by capacity (how many clients and entities you run), not by feature. Both Automate and Intelligence are always on. See the full feature list →
Valuation is the only feature add-on; extra clients and entities add capacity. Valuation activates per client, while a client is preparing for a transaction, and its outputs are for internal use.
Add-ons
Valuation
Indicative quality of earnings, value and working capital peg, for internal planning
Standard $299/client/month
$249/client/month, early bird
Extra client
Add clients beyond your plan limit
Standard $149/month
$129/month, early bird
Extra entity
Add entities beyond your plan limit
Standard $45/month
$35/month, early bird
Controller
1 client · 3 entities
Starter plan: Automate and Intelligence included
Starter plan$199
Monthly, early bird
$199
Frees
~7.5 hours a month of close and reporting time, about $560
Fractional CFO practice
6 clients · avg 2 entities
Firm plan + 1 extra client
Firm plan (5 clients, 15 entities)$499
1 extra client$129
Monthly, early bird
$628
Frees
~30 hours a month of close and reporting time across 12 entities, about $2,250
Multi-entity consolidation
1 client · 20 entities
Solo plan + 10 extra entities
Solo plan (10 entities)$299
10 extra entities × $35$350
Monthly, early bird
$649
Note
Volume pricing available for large entity counts
Time freed assumes about 2.5 hours of close and reporting work per entity per month, valued at $75/hour: capacity for your team, not a cash saving · Early bird rates locked for 12 months from start date · Pricing increases at general availability · Free 14-day trial