One business or a whole client roster
Run your own company's numbers, or manage dashboards for every client you advise. Monthly billing, no long-term contracts.
Solo
$49 / month
One company included
For a single business getting clarity on its numbers.
- Job profitability by client, project & product
- P&L, balance sheet & 13-week cash flow
- EOS scorecard & business health score
- Custom dashboards & shareable reports
- Ask AI about your numbers
For firms
Firm
$197 / month
3 client companies included
+ $39 / month per additional company
For consulting and accounting firms managing several clients at once.
- Everything in Solo, for every client company
- Client portfolio dashboard across all companies
- One-click switching between client books
- Consolidated P&L and balance sheet
- Invite clients and staff to specific companies
- $39/month for each additional client company
No long-term contracts. Billed monthly, cancel anytime.
Firms add and remove client companies whenever they like — your bill adjusts automatically for the companies you have connected.
Managing 25 or more client companies? about volume pricing.