Pricing

Simple pricing.
No surprises.

One plan. Everything included. Pay only for the clients you serve.

How many clients do you have?

1
$10/month

1 client × $10.00 · $120 per year · fees added at checkout

Get started free →

No credit card required to start. Pay when you're ready.

Everything included — no add-ons, no tiers:

  • QuickBooks Online sync
  • AI-generated executive summaries
  • AI trend analysis & strategic recommendations
  • Fully branded reports (logo, colors, fonts)
  • Secure shareable client links
  • P&L, cash flow, AR/AP aging reports
  • COGS ratio analysis
  • KPI dashboard
  • Quarterly trend charts
  • Prior year comparison
  • Owner planning tools
  • Definitions & glossary block
  • Scheduled report delivery
  • Unlimited reports per client

$10

per client per month

< 5 min

to generate a complete report

0

setup fees or contracts

FAQ

Common questions

How does the per-client pricing work?

You pay $10 per client per month. If you have 10 clients, that's $100/month. You choose your client count when you subscribe and can adjust it at any time.

Are there any setup fees or contracts?

No setup fees, no contracts, no annual commitments. Subscribe monthly and cancel any time.

What does 'fees added at checkout' mean?

We charge $10 per client. A small payment processing fee is added transparently at checkout — you'll see the exact total before you pay.

When am I charged?

You're charged immediately when you subscribe, and at the start of each billing cycle going forward. You always pay before your period begins.

Can I add more clients later?

Yes — you can adjust your client count at any time from your billing page. Changes take effect on your next billing cycle.

Is there a free trial?

Yes — every new account includes a 7-day free trial. No credit card required to start. If you subscribe after your trial, you'll be charged at the start of your first billing cycle.

Start for free today

7-day free trial. No credit card required. Cancel any time.

Start your 7-day free trial →