Pricing
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. All prices are in US dollars (USD), billed monthly.
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 →
Add-ons add capacity only: extra clients and extra entities. Every feature is in every plan.
Add-ons
Extra client
Add clients beyond your plan limit
$129/month
Extra entity
Add entities beyond your plan limit
$35/month
Controller
1 client · 3 entities
Starter plan: Automate and Intelligence included
Starter plan$199
Monthly
$199
Estimated time back
~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
$628
Estimated time back
~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
$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 · Free 14-day trial