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Financial planning and growth platform

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Info updated on: Jun 19, 2026

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The only software and advisory platform built to help small businesses and startups know their numbers and take control of their growth in any economic environment.

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Plans & Pricing

Essential

$40.00 per month

Users: 1
Edit Access Users: Unlimited
View Only Users: Unlimited
Quickbooks connections: Unlimited
Xero connections: Unlimited
Cash flow forecasting: Unlimited
Headcount planning: Unlimited
Scenario Planning: Unlimited variables
Expert advisory sessions: 30-minutes
Valuation templates
Email
Chat: In-app chat
Onboarding Support

Digital Cfo

$400.00 per month

Includes features of Essentials plan, plus
Expert advisory sessions: 5 hours/month
Pitch deck templates