Build Foundation

All subscription tiers require a three-month minimum commitment and are billed quarterly. The onboarding fee is deferred during the first access term.

Next Steps

Self-Start Subscription

Select this option if you already know this tier is the right fit and want to begin the subscription setup process directly.

Needs Assessment

Use Quick for a fast directional tier match. Use Extended for a complete review of your systems, reporting needs, and automation priorities.

Quick Extended

Private Consultation

Book a private session to discuss your current finance function, implementation priorities, and whether this tier is the right starting point.

Book Now

Included in This Tier

Entry-level subscription delivering reporting foundations, core KPI dashboard, financial report suite, and monthly advisory support. The essential starting point for financial intelligence.

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

Not sure which tier is the right fit? Compare all four subscription tiers side by side.

Compare Tiers

Upgrade Path

Higher tiers add deeper automation, strategic analysis, executive planning support, and expanded system integration — all building on the foundation established at this level.

Automate & Scale

Adds growth KPI layer, ERP system integration, automated process flows, and automated audit trail system.

Optimize Performance

Adds market intelligence dashboard, predictive analytics, month-end close automation, FP&A module, and CPA-review-ready revenue documentation.

Strategic Leadership

Adds custom strategic KPI configuration, AI executive commentary, 1–5 year strategic optimization plan, and expanded multi-system integration.