Simple, Transparent Pricing
CFO-level insights at a fraction of traditional consulting costs. Start free, upgrade when you're ready.
Choose Your Plan
Free
$0/month forever
Get started with professional business insights at no cost.
What's Included:
- Basic financial dashboard
- Essential KPI tracking
- Limited AI consultations (5/month)
- CSV data upload
- Single user access
Solopreneur (Most Popular)
$50/month
Complete business intelligence suite with unlimited AI access.
What's Included:
- Everything in Free, plus:
- Unlimited AI consultations
- QuickBooks Online integration
- Google Analytics integration
- Cash flow forecasting
- Financial health scoring
- Monthly KPI packs
- Narrative insights and action plans
- PDF report generation
- Email support
Team
$100/month
Collaborate with your team and manage your organization together.
What's Included:
- Everything in Solopreneur, plus:
- Up to 5 team member seats
- Role-based permissions
- Team task management
- Shared calendar integration
- Team chat and collaboration
- Priority email support
CFO Lite
$200/month
Perfect for executives and their boards or larger organizations.
What's Included:
- Everything in Team, plus:
- 6-50 seat-based pricing available
- Advanced executive dashboards
- Board-ready reporting
- Strategic action planning
- Executive summary generation
- Dedicated account manager
- Phone support
Professional Partner Pricing
Special volume pricing for accountants, bookkeepers, and fractional CFOs managing multiple clients.
| Client Count | Price per Organization | Savings |
|---|---|---|
| 1-5 Organizations | $125/month | - |
| 6-10 Organizations | $100/month | Save $25/org |
| 11+ Organizations | $75/month | Save $50/org |
Each organization includes 5 manager seats. Learn more about the Partner Program
Frequently Asked Questions
Is there a free trial?
Yes! The Free tier is available forever with no credit card required. Paid plans come with a 14-day free trial so you can experience the full feature set before committing.
Can I change plans anytime?
Absolutely. You can upgrade, downgrade, or cancel your subscription at any time. Changes take effect at your next billing cycle.
What payment methods do you accept?
We accept all major credit cards through Stripe. For annual plans or enterprise agreements, we can also accept ACH transfers.
Is my data secure?
Yes. We use bank-level encryption (AES-256) for all data at rest and in transit. Your QuickBooks credentials are never stored—we use OAuth tokens that you can revoke anytime.
What's included in the professional partner volume discounts?
Professional partners get access to the full CFO Lite feature set for each client organization, plus a centralized professional dashboard, task management, income tracking, and priority support. Volume discounts are based on total active organizations.
Do you offer annual billing?
Yes! Annual plans save you 20% compared to monthly billing. Contact us for annual pricing details.
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