Simple, transparent pricing

When you sign up, you choose a plan and enter your payment method. You get full access to all features of your selected plan for 7 days. If you cancel before the trial ends, you won't be charged. If you continue, billing starts automatically on day 8.

Your subscription begins and you'll be billed for your chosen plan. If your payment fails or you cancel, your account switches to read-only mode — you can still view your data, but you won't be able to upload, create scenarios, or use AI features until you resubscribe.

Yes. You can upgrade or downgrade your plan at any time from your account settings. When you upgrade, you get immediate access to the new plan's features. When you downgrade, the change takes effect at the end of your current billing period.

No. All plans are month-to-month or annual. You can cancel at any time. Annual plans are billed upfront for the year at a 20% discount, but there are no multi-year commitments.

When you choose annual billing, you save 20% compared to monthly billing. For example, the Professional plan is $129/month on monthly billing, or $99/month when billed annually ($1,188/year).

We accept all major credit and debit cards including Visa, Mastercard, and American Express. Payments are processed securely through Stripe.

Yes. You can cancel your subscription at any time from your account settings. You'll continue to have access until the end of your current billing period. Your data is preserved if you decide to resubscribe later.

Add-ons let you extend your plan without upgrading to a higher tier. You can add AI message boosts (100 extra messages/day for $29/month) or additional user seats ($15/month each). Add-ons are available on all plans.

Individual plans are for business owners managing their own companies. Advisor plans are designed for fractional CFOs, accountants, and financial advisors who manage multiple client companies. Advisor plans include client viewer seats so your clients can log in and view their own dashboards.

Yes. Each client viewer seat includes a daily AI message allocation (5-10 messages depending on your plan). This lets your clients ask questions about their own financials directly through the AI CFO feature.