Pick the level of service you need
Every plan closes your books daily and puts a licensed CPA on the exceptions. The difference is how many of your systems we reconcile against each other.
Planning Core™
$1,000/mo
Planning Core™ connects your bank feed and turns bank activity into auto-generated, cash-basis financial statements, cash insights, and anomaly detection.
- Bank feed connection and auto-generated statements
- Cash insights, anomaly detection, and source visibility
- A licensed CPA on every exception
Performance Core™
$2,000/mo
Performance Core™ adds accounting software corroboration on top of Planning Core™ for job costing, profitability, and anomaly detection.
- Everything in Planning Core
- Accounting software connected -- cash and books checked against each other
- Job costing, profitability, and client reporting
Powered Core™
$3,000/mo
Powered Core™ adds revenue, spend, payroll, and ERP corroboration for full cash, books, revenue, spend, payroll, and dimension tie-outs.
- Everything in Performance Core
- Revenue, spend and payroll connected too
- Full corroboration across every source
Included in every plan
Daily close, source corroboration, mismatch alerts, exportable reports, and a real workspace for your team -- not a brochure.
What happens next
Create your workspace, pay through Stripe, then connect your sources. You can be onboarded the same day.