

Plans and pricing:
Join us today and gain instant actionable financial insights to grow your business or financial practice
For CPAs, financial services
providers, and ProAdvisors.
Free for 1 month
with 1 company license
Additional company licenses: $20/month
- Simplified view of the most important reports for all your clients
- Automatic and real-time syncing with QuickBooks data
- 30-day forecasting
For individual businesses, CPAs
and financial advisors
Free for 1 month
$60/month
after first month
- See the past, present, and future of your business’s financial health
- Virtual CFO services
- Real-time updates on your financial data
- Answer important “what if” questions

