How pricing works
Simple and flat. We’ll show you the numbers in the demo.
Pricing depends on which door you’re coming through — per client for advisory firms, per organization for the monthly close — so we share exact figures in a 30-minute conversation about your situation. The shape of it is below; there are no surprises in the numbers.
- Flat, per client — for firms
- One price per client per month, the same for your first client and your fortieth. No volume tiers to negotiate, no per-user seats to count. The lever is more clients, not a bigger plan.
- Per organization — for the monthly close
- Non-profits, schools and operating companies pay one monthly price for the organization, scoped by how many entities the close consolidates. Never priced per user.
- A one-time build, then a low flat monthly
- Onboarding is where the work is: we build your reporting app in days with AI, around your chart of accounts, and a controller proves it against a real close. That build is a one-time fee. The monthly run has no AI cost inside it, so the recurring price stays low and flat.
- No surprises at renewal
- Because the monthly run is deterministic software — no per-report AI charges, no usage meters — the price you start with is the price you plan around.
Thirty minutes gets you the numbers.
A walkthrough on real report structures, and pricing for your exact situation — firm, non-profit, school or operating company.