Software, with expertise.
Solo
The full platform, run your way. For operators who would rather work through the numbers themselves.
Billed monthly. Cancel anytime.
Billed annually as $990 — two months free.
Every tool and all the AI, without the human expert. If you get stuck — or want a real reviewer before you take numbers to a bank or an investor — add one anytime.
What's included:
- Blueprint: financial planning for an early-stage business or idea
- Playbook: financial strategy for mature businesses
- 1,000 AI questions a month
- 12,000 AI questions for the year
- Unlimited scenarios and projections
- Book a session with an expert anytime
Move up to Advisory when you need dedicated expert review.
Advisory
10 spots leftEverything in Solo, plus an expert who knows your business and answers your questions.
Billed monthly. Cancel anytime.
Billed annually as $4,990 — two months free.
Advisors with this background bill $300–$400 an hour. This is unlimited written access to one, every month.
Everything in Solo, plus:
- Ask an expert anything, in writing — answered within 48 hours, often much sooner
- An expert working inside your account, on your real numbers
- 5,000 AI questions a month — practically unlimited
- 60,000 AI questions for the year — practically unlimited
- A 30-minute walkthrough to get you started
Considered, written answers to all of your questions
Partner
For operators who want the work done with them, not handed to them. A dedicated advisor in the room every week.
Priced to the hours you need. Five is the floor.
A fractional CFO runs $5,000–$10,000 a month. This is that engagement, at the rate of an advisor who already knows your numbers.
Everything in Advisory, plus:
- A standing working session every week — five hours of live time a month, at minimum
- Your financial statements built and maintained for you
- Your model kept current between sessions — we do the work, not you
- One dedicated advisor who knows your business end to end
Hours and price are set together — tell us what you need.
Enterprise
For consultancies and advisory firms who want to run their own clients on the platform. Priced to your firm and client count.
- Your consultants, your clients, your brand of service
- Work directly inside each client's account
- A shared message board per client
- Onboarding and support for your team
Add Time or Credits
Available on any active paid plan, at the same price on both — and priced well under what an advisor with this background bills hourly.
30-Minute Session
$99 one-time
A focused working session on one decision — pricing, a hire, a raise, a launch.
60-Minute Session
$198 one-time
A full hour to go deep — a model review, a plan for the year, or a hard problem.
AI Credits
$10 for 50 credits
One credit is one AI question. Top up anytime — credits last 365 days. Advisory plans rarely need these.
Questions, answered.
Not sure whether you want the expert? Start on Solo — you can add one whenever you want, and nothing you have built is lost.
Talk to usWhat does "answered within 48 hours" actually mean?
You post a question to your board and an expert replies in writing, in full, within two business days — usually sooner. It is deliberately not a live chat: answers are considered, they reference your real numbers, and they stay written down so you can come back to them. That is also why it costs a fraction of an advisor on retainer.
What's the difference between Solo and Advisory?
The software is identical. Advisory adds a person: an expert who works inside your account, sees your real numbers, and answers your questions in writing. Solo is for people who would rather work through it themselves.
When does Partner make sense over Advisory?
When you want the work done with you rather than reviewed after. Advisory answers your questions in writing; Partner puts an advisor in a working session with you every week and builds and maintains the statements and the model alongside you. This makes the most sense when you're preparing to apply for a loan, raise money, or take on a big risk and need expert support. The hours — and so the price — are agreed with you up front.
Can I book a call without subscribing to Advisory?
Yes. Sessions are $99 for 30 minutes or $198 for an hour, at the same price on any paid plan. Many people start there.
Can I switch plans later?
Between Solo and Advisory, anytime and in either direction, from your subscription settings — an upgrade applies immediately and is prorated, a downgrade takes effect at the end of the period you have already paid for. Partner is arranged with us directly. Everything you have built carries over either way.
Does my expert see my financial data?
Yes — that is the point. They work inside your account on your real numbers, which is what makes the advice specific rather than generic. You can see exactly who has access from your account settings, and revoke it at any time.
What if I'm not satisfied?
We offer a 7-day money-back guarantee on every paid plan. Email us within 7 days and we'll refund you in full — no questions asked.
What business types do you support?
All industries. The platform is built around financial mechanics that hold whatever you sell.