Financial Organization That Makes Sense
We've spent years helping businesses organize their finances without the usual corporate nonsense. Our pricing reflects what you actually need — not what some algorithm thinks you should buy.
Choose What Works for Your Business
Most companies will try to upsell you on features you'll never touch. We're doing something different here. Each tier is built around real feedback from clients who told us exactly what they needed.
Essential
For businesses just starting to organize their financial processes
- Basic budget planning tools
- Expense tracking and categorization
- Monthly financial reports
- Email support within 48 hours
- Access to learning resources
- Mobile app for quick updates
Professional
When your finances need more structure and planning depth
- Everything in Essential
- Advanced forecasting tools
- Quarterly strategy sessions
- Priority support within 24 hours
- Custom reporting templates
- Team collaboration features
- Integration with accounting software
Enterprise
Complete financial organization for established businesses
- Everything in Professional
- Dedicated account manager
- Weekly check-in calls
- Custom workflow development
- Advanced security features
- Unlimited team members
- API access for custom integrations
- Onboarding and training sessions
Breaking Down the Details
People keep asking us what the actual differences are between tiers. Fair question. Here's the honest breakdown without marketing fluff.
| Feature | Essential | Professional | Enterprise |
|---|---|---|---|
| Monthly Financial Reports | |||
| Budget Planning Tools | Basic templates | Advanced customization | Fully custom workflows |
| Support Response Time | 48 hours | 24 hours | Same business day |
| Forecasting Capabilities | Up to 12 months | Up to 36 months | |
| Strategy Sessions | Quarterly | Weekly | |
| Team Members Included | 3 users | 10 users | Unlimited |
| Custom Integrations | Standard connectors | Full API access | |
| Dedicated Account Manager |
Still Not Sure Which Tier Fits?
Look, choosing financial tools shouldn't feel like decoding a puzzle. We've had plenty of conversations with business owners who weren't sure where they fit. Sometimes a quick chat clears things up faster than reading through feature lists. Reach out and we'll help you figure out what actually makes sense for your situation.
Talk to Us About Your Needs