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
- ✓API operations via universal credits (pay-as-you-go)
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
- ✓Priority Support
- ✓API operations via universal credits (pay-as-you-go)
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
- ✓White-label
- ✓Dedicated Manager
- ✓24/7 Support
- ✓API operations via universal credits (pay-as-you-go)
CFO for Accountants (10 Clients)
- ✓Manage up to 10 client portfolios
- ✓Unlimited entities per client
- ✓Unlimited bank accounts per client
- ✓Multi-client dashboard
- ✓Client switching
- ✓Consolidated reporting across all clients
- ✓Automatic bank sync (Plaid) for all clients
- ✓QuickBooks export for all clients
- ✓Client invitation system
- ✓5 accountant user seats
- ✓Priority support
- ✓API operations via universal credits (pay-as-you-go)
CFO Pro for Accountants (25 Clients)
- ✓Manage up to 25 client portfolios
- ✓Everything in Accountant Basic
- ✓Advanced bulk operations
- ✓White-label reports
- ✓Custom branding
- ✓Automated client onboarding
- ✓Advanced consolidated analytics
- ✓Multi-currency support
- ✓10 accountant user seats
- ✓Priority phone support
- ✓Dedicated account manager
- ✓API operations via universal credits (pay-as-you-go)
CFO Enterprise (50+ Clients)
- ✓Manage up to 50 client portfolios
- ✓Everything in Accountant Professional
- ✓Full white-label solution
- ✓Custom integrations
- ✓Multi-office support
- ✓Unlimited accountant users
- ✓Custom workflow automation
- ✓Advanced forecasting & scenario planning
- ✓99.9% SLA guarantee
- ✓24/7 priority support
- ✓Quarterly business reviews
- ✓Custom training sessions
- ✓API operations via universal credits (pay-as-you-go)
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