Financial Engine
The monthly CFO worksheet and margin calculations at the core of the product.
- Monthly CFO worksheet
- Financial calculations
- Margin signals
- Founding:
- Included
- Starter:
- Included
- Growth:
- Included
- Advisor:
- Included
Founding Offer
New companies on the Founding Member plan pay $1 per user per month for the first 3 months, then standard pricing. Offers don't stack — your company always gets the single best offer available to it.
Compare Plans
A high-level view of the feature categories available on each plan. Founding is the launch price for the same product footprint as Starter; Growth and Advisor add scaling and advisory capabilities.
| Category | Founding$1 / user / mo · 3 mo | Starter$12 / user / mo | Growth$20 / user / mo | AdvisorCustom |
|---|---|---|---|---|
| Financial EngineThe monthly CFO worksheet and margin calculations at the core of the product. | Included | Included | Included | Included |
| Dashboards & KPIsExecutive dashboard and KPI visibility so leadership sees the story in seconds. | Included | Included | Included | Included |
| What-If ScenariosModel pricing, hiring, and equipment decisions before you commit. | Limited | Limited | Included | Included |
| ReportingMonthly CFO report and PDF export you can share with stakeholders. | Limited | Limited | Included | Included |
| AI CFO CoachPlain-language coaching and a book knowledge center for owner decisions. | Not included | Not included | Limited | Included |
| Tools & TemplatesCalculator and template library for common financial questions. | Included | Included | Included | Included |
| Goals & PlanningOwner-aligned goals and planning to turn priorities into weekly execution. | Included | Included | Included | Included |
| CommunityIn-app community, forum, and leaderboard to learn alongside other owners. | Included | Limited | Included | Included |
| Company & TeamCompany profile, user invitations, and role-aware access for your team. | Included | Included | Included | Included |
Yes = included · Limited = available with limits on your plan · No = not included.
The monthly CFO worksheet and margin calculations at the core of the product.
Executive dashboard and KPI visibility so leadership sees the story in seconds.
Model pricing, hiring, and equipment decisions before you commit.
Monthly CFO report and PDF export you can share with stakeholders.
Plain-language coaching and a book knowledge center for owner decisions.
Calculator and template library for common financial questions.
Owner-aligned goals and planning to turn priorities into weekly execution.
In-app community, forum, and leaderboard to learn alongside other owners.
Company profile, user invitations, and role-aware access for your team.