Powerful CFO Tools at a Fraction of the Cost
Discover all the tools and capabilities designed to help you manage your finances like a Fortune 500 CFO - at a fraction of the cost.
Starter Plan
Perfect for solo entrepreneurs and small businesses
- ✓2 Business Entities
- ✓5 Bank Accounts
- ✓1 Team Member
- ✓Manual Transaction Import
- ✓Basic Reports
- ✓Email Support
Professional Plan
For growing businesses managing multiple entities
- ✓10 Business Entities
- ✓Unlimited Bank Accounts
- ✓3 Team Members
- ✓Automatic Bank Sync (Plaid)
- ✓Advanced Analytics
- ✓QuickBooks Export
- ✓API Access
- ✓Priority Support
Business Plan
For established companies with multiple entities
- ✓Unlimited Business Entities
- ✓Unlimited Bank Accounts
- ✓Unlimited Team Members
- ✓Automatic Bank Sync (Plaid)
- ✓Advanced Analytics
- ✓QuickBooks Export
- ✓API Access (Priority)
- ✓White-label
- ✓Dedicated Manager
- ✓24/7 Support
Feature Comparison
| Features | Starter | Professional | Business |
|---|---|---|---|
| Business Entities | 2 | 10 | Unlimited |
| Bank Accounts | 5 | Unlimited | Unlimited |
| Team Members | 1 | 3 | Unlimited |
| Automatic Bank Sync | ✗ | ✓ | ✓ |
| Advanced Analytics | ✗ | ✓ | ✓ |
| QuickBooks Export | ✗ | ✓ | ✓ |
| API Access | ✗ | ✓ | ✓ (Priority) |
| White-label | ✗ | ✗ | ✓ |
| Priority Support | ✗ | ✓ | ✓ |
| Dedicated Manager | ✗ | ✗ | ✓ |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately and you'll be prorated accordingly.
Is there a free trial?
Yes! All paid plans come with a 30-day free trial. Card required to start — no charge until day 31, cancel anytime.
What payment methods do you accept?
We accept all major credit cards, PayPal, and bank transfers for Enterprise plans.
Is my data secure?
Absolutely. We use bank-level encryption and security measures to protect your financial data.
Your Business Deserves a CFO
Stop overpaying for basic bookkeeping. Get enterprise-level financial insights at a fraction of the cost.
30-day free trial • No charge until day 31 • Cancel anytime