Start Free,
Scale When You're Ready
From self-serve dashboards to a full outsourced finance office. Every plan connects to your QuickBooks in minutes.
Free
Financial dashboards for one company
- Revenue, profitability & cash flow dashboards
- Working capital & expense tracking
- 13-week cash flow forecast
- 1 QuickBooks connection
- Up to 3 team members
14-Day Free Trial
Full premium access for 14 days
- Everything in Analytics
- Full premium features unlocked
- AI insights and reports
- Priority support
Analytics
Automated monthly reports & actionable insights
- Everything in Free
- 10-20 page monthly reports with commentary on every metric
- Actionable insights: cut costs, grow revenue, manage cash
- Risk alerts before they become problems
- Up to 10 team members
- Multi-client support
Fractional CFO
A senior finance leader for your business
- Everything in Analytics
- Monthly strategy calls with a senior finance leader
- Custom analysis on any business question
- Cross-functional reviews — marketing, ops, HR data
- Compliance & risk gap identification
- Unlimited team members
Custom
Full outsourced finance office & advisory
- Everything in Fractional CFO
- Accounting & monthly close
- Treasury & cash management
- Tax coordination
- Model building & special projects
- M&A and fundraising support
Common Questions
What do I get on the free plan?
Full access to all financial dashboards — revenue, profitability, cash flow, working capital, and expenses. Connect your QuickBooks and see your data immediately. The free plan is limited to 1 QuickBooks connection and 3 team members.
What does the Analytics plan add?
A comprehensive 10-20 page monthly report covering all your key financials with written commentary on each metric. Plus an insights engine that proactively identifies ways to cut costs, grow revenue, and manage cash — with risk alerts before they become problems.
What makes Fractional CFO different from Analytics?
A real person from our team reviews your financials, answers any business question, and meets with you monthly to discuss strategy. Analytics automates the reporting; Fractional CFO gives you a senior finance leader who knows your business.
Do I need to buy accounting services?
No. Most clients already have accounting handled. Our core offering is strategic finance and analytics. Full-service accounting, treasury, and tax coordination are available on the Custom plan for businesses that want everything under one roof.
Is there a minimum commitment?
No long-term contracts on any plan. The free and Analytics plans are month-to-month via self-serve billing. Fractional CFO and Custom plans are also month-to-month — we earn your business every month.
How quickly will I see value?
Connect QuickBooks and your dashboards are live immediately. Reports and insights are generated within minutes of upgrading. For Fractional CFO clients, your first strategy call is typically within the first week.
Ready to see your financials clearly?
Connect QuickBooks and get your dashboards in minutes. Free forever, upgrade when you need more.