Plans that scale with your client portfolio.

Plans are priced by included client count. Solo is $299/month with 3 clients included, Professional is $699/month with 10 clients, and Scale is $1,499/month with 25 clients. Above the included count, additional clients cost $75, $59, or $49 per client per month depending on the plan. Every plan includes three-statement forecasting with AI analysis, the client portal, and branded reports.

Yes. Every plan starts with a 30-day trial, and a card is required when you choose a plan. You can upgrade, downgrade, or cancel from the billing page at any time. Existing customers keep their contracted pricing, and new trials choose from the current plans listed above.

Transaction Advisory is an optional $499/month add-on for clients approaching a sale, fundraise, or strategic transaction. It adds Quality of Earnings analysis, valuation with three methodologies, cap table management, a secure data room, and pitch deck financial slides. It is also available at $1,500 per engagement and covers unlimited use across all your clients.

Yes. Annual billing includes two months free compared with paying monthly. For example, Solo at $299/month costs $2,990 per year on annual billing instead of $3,588. You can switch between monthly and annual billing, or cancel, from the billing page.

No. There is no minimum commitment beyond the plan you choose. Start with a 30-day trial, then pick the plan that fits your client count. You can upgrade, downgrade, or cancel from the billing page as your portfolio changes, and existing customers keep their contracted pricing.