Build a More Profitable Streamlined Firm
Special Volume Pricing
Onboarding in Under an Hour
U.S. Based Support
Save Your Firm Time
- Easily sync ERP and HRIS data with Excel and Google Sheets
- Instantly compute budget vs actual variance analysis
- AI creates your end-of-period write-ups and answers client questions
- Deliver your end-to-end client package with one single click
![Branded reports with relevant messaging](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66325e9456775791b675159c_firms-feature-1.png)
Create Happier, Stickier Clients
- Share an intuitive web app instead of emailing spreadsheets or PDFs
- Supply clients with one destination where their numbers are always fresh
- Allow clients to run their own analyses and drill into data at their own pace
![Client dashboard](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66325e93855547360efcd884_firms-feature-3.png)
Migrate Clients to Higher Margin Services
- Move from bookkeeping to advisory services with almost no incremental work on your side
- Bring your clients a full FP&A set of reporting and analysis
- Create distinct P&L destinations for company operators, with numbers personalized for their specific team
![Data sync and automated variance and segmentation](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66325e93919c3edee92bb054_firms-feature-2.png)
Bulletproof security & permissions
- Surface data from multiple systems in one easy-to-use, secure UX
- Permission each client employee with the precise numbers for them, and shield what they shouldn’t see
- Soc2 Type II certified
![Security and permissions](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66325ea5f6b1bdc9a1a48f5c_firms-feature-4.png)
Transparent and affordable pricing
First client free forever.
Number of Clients - Up To
Monthly Cost
Discount to Full Price*
10
$3,000
25%
25
$5,000
50%
50
$7,500
62%
100
$10,000
75%
250
$18,750
81%
500
$25,000
87%
*Based on the regular subscription price of $399/mo.