Enterprise starts at $899 a month and depends on how many companies you own and how much help you want.
Founding base plan rates remain grandfathered while the account remains continuously active and in good standing, subject to program terms.
Founding pricing covers your monthly plan. Catch-up bookkeeping and cleanup are quoted separately based on how far behind the books are.
What each plan unlocks
Every plan gives you your morning brief, your cash, your calendar and your score. Higher plans add planning, guidance and a real finance expert on top.
Step 1
Launch
We do your bookkeeping. You read one page each morning.
Your books stay done, and one screen each morning tells you where you stand.
You get
Today
Morning Brief
Money alerts
Money
Yesterday
What's coming
Scoreboard
Business health score
Weekly CFO summary
What we noticed
Ask Your CFO
My numbers
and 15 more tools
Best for
Owners who want the bookkeeping done and a two-minute read each morning.
Start here if you want the bookkeeping handled and a daily read.
Step 2
Growth
Clean books, plus a plan for what is coming.
See what is coming, test big decisions first, and know if you are lender ready.
Everything before, plus
Advanced Scoreboard
Forecasting
Advanced forecasting
Industry benchmarks
Scenario planning
Advanced scenarios
Deeper recommendations
Loan readiness
Capital Center
Funding readiness
Advanced Ask Your CFO
Financial intelligence
and 22 more tools
Best for
Owners making bigger calls: hiring, trucks, pricing, loans and growth.
Move up when you start asking what happens next month, or a lender asks for numbers.
Step 3
Momentum
Clean books, a plan, and a finance expert in your corner.
Meet with a finance expert who plans the year with you and answers the hard questions.
Everything before, plus
Scheduled CFO meetings
Strategic planning
Budget reviews
Growth planning
Financing strategy
Custom analysis
Meeting packets
Quarterly reviews
Best for
Owners who want a person to plan with, not just numbers to read.
Move up when you want a person to sit down with you and plan.
Step 4
Enterprise
Several companies, one place, one team.
Run every company you own from one login, with combined numbers.
Everything before, plus
More than one company
All companies view
Combined reports
Board portal
Investor updates
Who sees what
Insights across companies
Money between companies
Secure sharing
Group Mission Control
Group answers
Best for
Owners of more than one company who need one place for all of them.
Move up when you own more than one company.
What is included in each plan
Every plan includes the daily basics. Move up when you want to plan ahead, or when you want a finance expert in the room.
Slide the table sideways to see every plan.
Feature comparison for the Launch, Growth, Momentum and Enterprise plans
Feature
LaunchWe do your bookkeeping. You read one page each morning.
GrowthClean books, plus a plan for what is coming.
MomentumClean books, a plan, and a finance expert in your corner.
EnterpriseSeveral companies, one place, one team.
Know where you standThe daily basics every plan includes.
Morning BriefA short written read on your business each morning.
Included
Included
Included
Included
MoneyCash, credit and debt across every account.
Included
Included
Included
Included
YesterdayWhat came in and went out yesterday.
Included
Included
Included
Included
What's comingPayroll, loans, taxes and bills on a simple calendar.
Included
Included
Included
Included
ScoreboardThe handful of numbers that decide your month.
Included
Included
Included
Included
Business health scoreOne simple score out of 100 for the business.
Included
Included
Included
Included
Weekly CFO summaryA weekly written summary with your priorities.
Included
Included
Included
Included
What we noticedThe meaningful changes in your numbers, explained.
Included
Included
Included
Included
Your numbers and reportsNumbers your CPA and lender can use.
My reportsProfit and Loss, Balance Sheet and Cash Flow.
Included
Included
Included
Included
This monthThe monthly close, step by step.
Included
Included
Included
Included
ReceiptsSnap a photo and we file it.
Included
Included
Included
Included
DocumentsA safe home for statements and files.
Included
Included
Included
Included
Bank accountsConnect banks and cards securely.
Included
Included
Included
Included
QuickBooksConnect the accounting system you already use.
Included
Included
Included
Included
Answers and helpAsk questions and reach a real person.
Ask Your CFOAsk questions about your business in plain English.
Included
Included
Included
Included
Advanced Ask Your CFOWhat-if questions answered with your real numbers.
Not included
Included
Included
Included
MessagesSecure chat with your bookkeeper.
Included
Included
Included
Included
What we needA short list of what we need from you.
Included
Included
Included
Included
Review meetingsYour monthly review notes and follow-ups.
Included
Included
Included
Included
Plan what is nextSee ahead and test decisions before you commit.
Advanced ScoreboardDeeper measurements built for your trade, with targets you set.
Not included
Included
Included
Included
ForecastingProject revenue, profit and cash forward.
Not included
Included
Included
Included
Advanced forecasting3, 6, 12 and 24 month forecasts you can adjust.
Not included
Included
Included
Included
Cash planningSee cash weeks and months ahead.
Not included
Included
Included
Included
Scenario planningTest what-ifs before you commit.
Not included
Included
Included
Included
Budget CenterSet a budget and track it monthly.
Not included
Included
Included
Included
Budget versus actualWhere you beat or missed the plan, explained.
Not included
Included
Included
Included
TrendsMulti-month trends in one view.
Not included
Included
Included
Included
Industry benchmarksCompare your numbers to businesses like yours.
Not included
Included
Included
Included
Goal trackingSet goals and watch progress.
Not included
Included
Included
Included
Money and lendersBe ready before someone asks for numbers.
Loan readinessAre your numbers ready for a lender today?
Not included
Included
Included
Included
Funding readinessA score and checklist for getting funded.
Not included
Included
Included
Included
Capital CenterDebt, funding and capital plans in one place.
Not included
Included
Included
Included
Financial intelligenceWe read your numbers and explain what changed.
Not included
Included
Included
Included
Business radarEarly warning signals across the business.
Not included
Included
Included
Included
Deeper recommendationsA short list of what to do next, with the dollars behind it.
Not included
Included
Included
Included
Work with a finance expertA person who plans the year with you.
Scheduled CFO meetingsA standing meeting with your Virtual CFO.
Not included
Not included
Included
Included
Strategic planningWe build the financial plan for the year with you.
Not included
Not included
Included
Included
Budget reviewsWe walk your budget with you and adjust it.
Not included
Not included
Included
Included
Growth planningPlan hiring, trucks, locations and pricing.
Not included
Not included
Included
Included
Financing strategyWe help you choose and pursue the right money.
Not included
Not included
Included
Included
Custom analysisAsk us to dig into any question about your business.
Not included
Not included
Included
Included
Quarterly reviewsA structured quarterly reset with your CFO.
Not included
Not included
Included
Included
Meeting packetsAn agenda and packet built from your numbers.
Not included
Not included
Included
Included
More than one companyFor owners running several businesses.
More than one companyRun several companies from one login.
Not included
Not included
Not included
Included
All companies viewEvery company side by side.
Not included
Not included
Not included
Included
Combined reportsCombined statements across companies.
Not included
Not included
Not included
Included
Secure sharingShare reports with expiring links.
Not included
Not included
Not included
Included
Who sees whatControl access by person and company.
Not included
Not included
Not included
Included
What the founding price covers
Your founding rate is your monthly plan price. These are quoted separately and are not part of the price lock:
The first 25 paying customers can lock in these introductory base plan rates while they remain continuously active and in good standing, subject to the Founding Customer terms.