Pricing

Choose how deeply
you want to see.

From a one-time health check to a full CFO operating system, every tier you step up unlocks more dashboards, more expertise, and more control over your numbers.

Business Health Check
Starting from
$2,500 one-time
Covers one business. No ongoing commitment.

A snapshot of where your business truly stands.

3 dashboards1 strategy call1 seat
The essential starting point.

Best for owners who need a fast, clear picture of what's really going on under the hood.

Get started
CFO Pulse
Starting from
$4,500 / month
Covers one business. Each additional business is $1,500 / month.

Monthly clarity, plus early warnings before it's too late.

10 dashboardsMonthly CFO Report1 seat
Everything in Health Check, plus a monthly rhythm.

Best for early-stage founders who want financial visibility without the complexity.

Get started
CFO Operating System
Most Popular
Starting from
$6,000 / month
Covers one business. Each additional business is $1,500 / month.

Full visibility, control and accountability over your numbers.

17 dashboardsDecision Engine3 seats
Everything in Pulse, plus the club, the vault & the engine.

Best for successful owners who want deeper clarity and a partner in their decision-making.

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What you unlock

The higher you go, the more comes into view

Health Check
$2,500
CFO Pulse
$4,500/mo
Operating System
$6,000/mo
CFO Services
1:1 CFO meetings
1× call
Monthly
2× Monthly
Monthly CFO report
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✓
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Email support
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Chat support
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Monthly goal setting & progress
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✓
Exclusive club membership
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✓
Training vault access
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✓
Dashboards
Founder-friendly interpretation
✓
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✓
Executive summary
✓
✓
✓
Priorities & actions
✓
✓
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Revenue analysis
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✓
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Operating expense analysis
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✓
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Product mix analysis
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✓
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Preset scenario playground (Runway)
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Department margin analysis
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✓
Cash & liquidity analysis
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✓
Custom scenario playground (Decision Engine)
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✓
Integrations
Connect your accounting & booking tools (QuickBooks and more)
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✓
✓
Custom integrations built for you (CFO Partner plan)
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Business Entity
Team members
1
1
3
CFO Partner, Custom
Let's talk.

Tailored for multi-entity groups, serious scale, and everything beyond the ladder. Everything in the previous plans, plus:

Custom dashboardsFully bespokeCustom seats
Book a call
✓Custom forecast periods
✓Custom integrations
✓Suggested financial workflows
✓Due diligence analysis
✓Deal analysis
✓Board and investor reports
✓KPI breakdowns
✓Priority support