All the basics
1 Company Included
Single-user access
Analysis reporting
One year forecasting
Cash flow tracking
Management reports
Export to Excel/PDF
Report scheduling
Email support
Most popular plan
3 internal users included
Everything in Starter, plus:
Multi-user with permissions
Multi-year forecasting
Multi-year forecasting
Scenario planning
Benchmarking
Multi-authentication login
All the basics
Connect up to 10 companies
Single-user access per firm
Brandable reports
Standard forecasting
Scenario planning
In-depth analysis tools
Benchmarking
Export reports to PDF/Excel
Email support
Most popular plan
Connect up to 25 companies
Everything in Starter, plus:
2-user access per firm
Client access links
Multi-year forecasting
AI-driven insights
AI-driven insights
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Our platform combines budgeting, forecasting, and scenario planning with AI. Unlike traditional static tools, you can instantly see how sales growth, new hires, or expenses affect your financials.
We have integration options within our platform, check out our integration tab on current connectors. We will continue to add inegrations we see our customers need to drive their business.
No! You can keep the tools you already use. We integrate directly with QuickBooks, Slack, Teams, and other apps, so you can manage everything in one place.
We serve small to mid-sized businesses and startups businesses looking to scale. We are also great for CPA & consultants who want real-time financial clarity and smarter planning for their client, creating a competitive atvanatage.
We offer flexible pricing based on your business needs, with simple plans that grow as you do.
Yes, you can cancel or downgrade your plan at any time, no hassle.
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