Pricing
Add a client, add a workspace. No seat math, no usage meter on the questions your team asks, and a number that fits cleanly into an engagement letter.
Single company
$95/ month
Flat, per company. 14-day free trial.
Firms
Custom, per client company
Sized to your segment and your book.
Per-workspace pricing depends on your segment and how many client companies you carry. It’s a short conversation, and you’ll leave it with a real number.
Accounting & bookkeeping firmsFractional CFO & advisory firms
How firm pricing works
You're billed per client workspace, not per question asked or report generated. A price that fits an engagement letter and can be re-billed to the client without a variable line.
Chat and analysis aren't metered. Your team never has to ration the tool to protect a budget — which is the fastest way to make a tool go unused.
A CAS firm's economics per client and a fractional CFO firm's are very different. The per-workspace price reflects that rather than averaging the two into something wrong for both.
Every workspace
The same product on both sides of the segment line. Nothing here is held back for a higher tier.
At scale
Firms carrying large client books get a different curve. If you're managing dozens or hundreds of companies, the list price isn't the conversation.
What a pricing conversation produces
This isn't a discovery funnel. It's the shortest path from the shape of your roster to a figure your finance lead can sign off on.
How many client companies you carry, what you deliver for them, and which of your people would be in the tool. Ten minutes of context, not a procurement exercise.
Sized to your segment and your volume, against the same product either way. There's no tiered feature list to decode on the way to it.
A flat, predictable cost per client company — the shape you'd need to re-bill it, if that's how you decide to carry it.
Common questions
Because the honest number depends on your segment and the size of your book, and the two segments sit far enough apart that a single published figure would be wrong for most firms reading it. A CAS firm's economics per client and a fractional CFO firm's aren't close. We'd rather quote you a real number on a call than publish an average that fits nobody.
Yes, and the pricing is shaped for it. A flat per-client-company cost drops into an engagement letter as a line item, with no variable component to reconcile at the end of each month.
The workspace is the unit, so taking on a client adds one and losing a client removes one. You aren't locked to a client count you had to guess at signing.
Yes. Questions and analysis aren't counted and nothing throttles at a threshold. Metering the questions is the fastest way to teach a team not to ask them.
No. Bring whoever works the account — the manager, the reviewer, the partner who only looks once a month. The bill follows client companies, not headcount.
That's the sensible way in. Connect a handful, run them internally, and size up once it has earned the rest of the roster.
Bring the shape of your roster — how many client companies, what you deliver for them, who would be in the tool. You’ll leave with a per-workspace price rather than a range.
Running finance for your own company? There’s an individual license.