Start free.
FreeUnderstand your finances, benchmark select metrics, and try a custom 'play'.
$0
No card required |
Recommended
For business owners
OwnerThe full 9-step diagnostic, real benchmarks, AI plays that fix your weakest metrics.
$17
$29
/mo
/mo
Billed annually · cancel anytime Billed monthly · cancel anytime |
|
|---|---|---|
| Diagnose | ||
| 9-step financial diagnosticWalk through every layer of your finances | ||
| Revenue → after-tax cash flowSee how each dollar converts to cash | ||
| Deep dives per cash flow itemUnderstand every component | – | |
| Financial statement generationExport-ready statements | – | |
| Benchmark | ||
| Overall scorecardRevenue, margin, and financial stability grading | ||
| Industry & business-model metricsProduct margins, customer acquisition, retention, and much more | – | |
| Take Action | ||
| RecommendationsActions mapped to your weakest metrics | ||
| Run playsTargeted, cusotmizable, step-by-step action plans to improve weakest metrics | 1 Play, non-AI | |
| Advisory | ||
| AI supportSidebar chat on every page, enriched with your data | – | 200 credits/mo |
| Human supportEmail exchange with 24hr response time or live 45-minute sessions | – | Available as add-ons |
Free
No card required
- 9-step financial diagnostic
- Revenue → after-tax cash flow
- Overall scorecard
- Recommendations for your weakest metrics
- 1 Play without AI
Owner
Billed annually · cancel anytime Billed monthly · cancel anytime
Everything in Free, plus
- Deep dives on every cash-flow item
- Export-ready financial statements
- Full industry & business-model benchmarks
- Unlimited Plays with AI
- AI support — 200 credits/mo
- Human support (add-ons)
FreeCalculate your Freedom Number and design the business that gets you there.
$0
No card required |
Recommended
For aspiring entrepreneurs
StarterSee your full results and model unlimited variations & ideas, all with AI in your corner.
$8
$14
/mo
/mo
Billed annually · cancel anytime Billed monthly · cancel anytime |
|
|---|---|---|
| Personal Financial Audit | ||
| All income sourcesW-2, 1099, investments, rentals, etc. | ||
| All expense categories & breakdownsHousing, transport, lifestyle, debt | ||
| Full tax calculationFederal, state, FICA, self-employment | ||
| Your Freedom NumberThe income that replaces your job | ||
| Custom Business Plan | ||
| Build a full P&LRevenue model to bottom line | ||
| Account for startup costsCapEx, runway, financing, tax offsets | ||
| Detailed results24-month forecast integrated with personal finances, key takeaways | ||
| Scenarios & variationsTest simulations ideas side-by-side | – | |
| Advisory | ||
| AI supportResearch agent as you build your model; advisor agent when reviewing results | – | 200 credits/mo |
| Human supportEmail exchange with 24hr response time or live 45-minute sessions | – | Available as add-ons |
Free
No card required
- All income sources & expense categories
- Full tax calculation
- Your Freedom Number
- Build a full P&L
- Account for startup costs
- Results snapshot
Starter
Billed annually · cancel anytime Billed monthly · cancel anytime
Everything in Free, plus
- Full 24-month detailed results
- Unlimited scenarios & variations
- AI support — 200 credits/mo
- Human support (add-ons)
FreeDiagnose your existing business and model your next idea — free, for both at once.
$0
No card required |
Best value
For serial entrepreneurs
Serial EntrepreneurEverything in Owner and Starter, one bill. Run what you have. Plan what's next.
$23
$39
/mo
/mo
Billed annually · cancel anytime Billed monthly · cancel anytime |
|
|---|---|---|
| Existing Businesses | ||
| Business health diagnosticStep through every layer of your finances, from revenue to after-tax cash in hand | ||
| Full statements & drill-downsExport-ready financial statements with line-by-line breakdowns behind every number | – | |
| Scorecard with benchmarksGrade your revenue, margins, and stability against your industry and business model | Overall scores | |
| Recommendations & action plansTargeted advice and step-by-step plans built around your weakest metrics | Recommendations + 1 plan | |
| New Ideas | ||
| Complete personal auditEvery income source, expense category, and tax obligation | ||
| Income target to leave your jobThe minimum this business needs to earn before you can walk away from a salary | ||
| Full venture modelBuild a P&L from revenue assumptions to bottom line and startup costs | ||
| Integrated forecast & scenario testing24-month forecast folded into your personal finances, with side-by-side scenario comparisons | ||
| Advisory | ||
| AI supportAsk anything, get answers grounded in your actual numbers — available on every page | – | 200 credits/mo |
| Human supportEmail support with 24hr response, or book a live working session | – | Available as add-ons |
Free
No card required
- Business health diagnostic
- Complete personal audit
- Income target to leave your job
- Full venture model
- Overall scorecard scores
- Recommendations + 1 action plan
- Forecast snapshot
Serial Entrepreneur
Billed annually · cancel anytime Billed monthly · cancel anytime
Everything in Free, plus
- Full statements & drill-downs
- Scorecard with full benchmarks
- Unlimited recommendations & action plans
- Full integrated forecast & scenario testing
- AI support — 200 credits/mo
- Human support (add-ons)
Add-ons
Available on any active paid subscription.
AI Credits
$10 for 50 credits · 365-day expiration
Top up anytime. AI agents read your live results, making responses completely personalized.
Expert Meeting
$199 one-time · 45-minute call
One-on-one expert review. Personalized feedback and recommendations.
Expert Email Support
$99/month · 24-hour response
Unlimited email questions to a dedicated expert. Response time of less than 24hrs.
Add-ons require an active paid subscription.
Questions, answered.
Still unsure which tier fits? Start on Free — upgrade the moment you want the results.
Talk to usIs the free tier really free forever?
Yes. Free isn't a trial — it's a permanent tier. You get real, usable output — enough to understand where you stand and what the tools can do. The deep-dives, full benchmarks, scenario testing, and AI agents are reserved for paid tiers. Upgrade when you're ready — every step preserves your data.
What does "Limited" mean on the Free tier?
You get real, usable output — enough to see the shape of the answer — but the granular deep-dives, full benchmarks, scenario testing, and AI agents are reserved for the paid tiers. Limited means usable, not crippled.
Can I upgrade later?
Absolutely. Start on Free, then upgrade when you're ready: Starter if you're planning a new venture, Owner if you're running an existing business, or Serial Entrepreneur if you're doing both. Every step preserves your data.
What if I'm not satisfied?
We offer a 7-day money-back guarantee on every paid tier. Email us within 7 days and we'll refund you in full — no questions asked.
What's an AI credit?
1 credit per query to our AI agents. They read your live data in context — whether you're researching an assumption in Blueprint or running an action plan in Playbook — and explain the numbers in plain English. Paid plans include 200 credits/mo. Top up anytime via the AI Credits add-on.
What business types do you currently support?
Both Blueprint and Playbook are open to all industries.