Membership
Choose the plan that matches your stage
Start free, upgrade when you need deeper analysis, forecasting, and AI CFO support. Pro includes a 2-week free trial for new businesses — card required, cancel anytime in Stripe. Forecasts and recommendations are decision-support tools, not guaranteed outcomes.
Free
Explore your business
Current
$0/month
- •Basic financial dashboard
- •Revenue, expense, and profit overview
- •3 setup imports, then 1 upload/month
- •Limited historical analysis
- •5 AI questions per month
- •5 AI interactions per billing period
Starter
Understand your business
$19/month
- •Everything in Free
- •Unlimited CSV/Excel imports
- •Historical trends and month-over-month views
- •Monthly business summaries
- •Data exports
- •AI financial analysis
- •75 AI interactions per billing period
- •75 AI interactions per billing period
Pro
Plan your next move
2-week free trial
$49/month
Try Pro free for 14 days, then $49/month.
- •Everything in Starter
- •Advanced AI CFO capabilities
- •Financial forecasting
- •Cash-flow projections
- •Scenario planning
- •Advanced recommendations and reports
- •300 AI interactions per billing period
- •Priority support
- •300 AI interactions per billing period