Subscriptions

Four subscription tiers build on one another — each includes everything from the tier below, plus additional layers of intelligence, automation, and strategic depth. All tiers are billed quarterly with a 3-month minimum commitment and a 45-day full-refund trial. Select a tier to review its full feature set.

Build Foundation
Entry-level subscription delivering reporting foundations, core KPI dashboard, financial report suite, and monthly advisory support. The essential starting point for financial i...
What's Included
  • GL account mapping and classification
  • Core KPI dashboard — all 10 categories
  • Financial report suite (Income Statement, Balance Sheet, Cash Flow)
  • Account reconciliation report
  • 5 users included — additional users $35/user/mo
Onboarding $15,000 deferred until 2nd billing cycle
Price
$7,000 /mo
Billed quarterly in 3-month increments
3-month minimum · 45-day trial
Book Free Demo
Complimentary · 15 min
Automated Audit Trail available as an add-on — $25,000 setup + $1,000/mo, billed quarterly in 3-month increments. Included in Optimize Performance and Strategic Leadership.
Automate & Scale
Everything in Build Foundation plus automation, ERP/CRM system integration, and automated audit trail. Designed for organizations ready to connect their data ecosystem and strea...
What's Included
  • Everything in Build Foundation
  • Growth and trend KPI layer
  • System integration — 1 source (ERP, CRM, or accounting platform)
  • Automated process flow configuration
  • 10 users included — additional users $35/user/mo
Onboarding $15,000 deferred until 2nd billing cycle
Price
$10,000 /mo
Billed quarterly in 3-month increments
3-month minimum · 45-day trial
Book Free Demo
Complimentary · 15 min
Automated Audit Trail available as an add-on — $25,000 setup + $1,000/mo, billed quarterly in 3-month increments. Included in Optimize Performance and Strategic Leadership.
Optimize Performance
Everything in Automate & Scale plus live market intelligence, predictive analytics, month-end close automation, and a full FP&A module with four financial models. Built ...
What's Included
  • Everything in Automate & Scale
  • Ratio, return and rolling KPI layer
  • Month-end close automation
  • Market intelligence dashboard — live index correlation
  • Predictive analytics configuration
  • FP&A module — Forecast, Cash Flow, Budget, and Pricing models
  • CPA-review ready revenue documentation
  • Automated Audit Trail — included
  • 15 users included — additional users $35/user/mo
Onboarding $15,000 deferred until 2nd billing cycle
Price
$13,500 /mo
Billed quarterly in 3-month increments
3-month minimum · 45-day trial
Book Free Demo
Complimentary · 15 min
Strategic Leadership
Everything in Optimize Performance plus AI executive commentary, a 1-5 year strategic optimization plan, custom strategic KPI configuration, and expanded multi-system integratio...
What's Included
  • Everything in Optimize Performance
  • Custom strategic KPI configuration
  • AI executive commentary — event-driven refresh
  • 1–5 year strategic optimization plan
  • Multi-system integration — up to 3 source systems
  • 25 users included — additional users $35/user/mo
Onboarding $15,000 deferred until 2nd billing cycle
Price
$20,000 /mo
Billed quarterly in 3-month increments
3-month minimum · 45-day trial
Book Free Demo
Complimentary · 15 min

Tier Comparison

Every tier includes all features from the tier below it. Add-on indicates the feature is available as a separate purchase at additional cost.

Feature / Deliverable Build Foundation
$7,000/mo
Automate & Scale
$10,000/mo
Optimize Performance
$13,500/mo
Strategic Leadership
$20,000/mo
Foundation
GL account mapping and classification
Core KPI dashboard — all 10 categories
Financial report suite (IS, BS, Cash Flow)
Account reconciliation report
Monthly consultation — 1 session
Included users5101525
Automation & Integration
Growth & trend KPI layer
ERP connector — 1 system, up to 10 instances
Automated process flow configuration
Automated Audit TrailAdd-onAdd-on
Performance & Intelligence
Ratio, return & rolling KPI layer
Month-end close automation
Market intelligence dashboard
Predictive analytics configuration
FP&A module (Forecast, Cash Flow, Budget, Pricing)
CPA-review ready revenue documentation
Strategic Leadership
Custom strategic KPI configuration
AI executive commentary
1–5 year strategic optimization plan
Multi-system integration — up to 3 sources
Pricing
Monthly rate$7,000/mo$10,000/mo$13,500/mo$20,000/mo
Billed quarterly (3-month increments)$21,000$30,000$40,500$60,000
Included users5101525
Additional users$35/user/mo on all tiers
Onboarding$15,000 — Deferred until 2nd billing cycle

Available Add-Ons

These products can be added to any subscription tier. Some are included at higher tiers — see the comparison above.

Automated Audit Trail
$25,000 setup + $1,000/mo, billed quarterly in 3-month increments
Add-on for T1 & T2 · Included in T3 & T4
Market Intelligence
$5,000 setup + $2,500/mo, billed quarterly in 3-month increments
Available standalone for all tiers · Included in T3 & T4
Additional Users
$35/user/mo
Available on all tiers · Billed monthly
Subscription Terms & Cancellation

Your subscription renews automatically every three months. New subscribers have 45 days from their start date to cancel for a full refund — no questions, no partial charges. After day 45, cancellations require written notice at least 30 days before your next billing date. Written notice must be sent to customercare@revenuepartnerpros.net and must include your Client ID and the SKU(s) of the product(s) you wish to cancel. Cancellations take effect at the end of your current billing cycle. Access remains active through the final day of your paid period.