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Founding Offer

$1 per user per month for 3 months

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

What each plan includes

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.

Feature availability by plan
CategoryFounding$1 / user / mo · 3 moStarter$12 / user / moGrowth$20 / user / moAdvisorCustom
Financial EngineThe monthly CFO worksheet and margin calculations at the core of the product.IncludedIncludedIncludedIncluded
Dashboards & KPIsExecutive dashboard and KPI visibility so leadership sees the story in seconds.IncludedIncludedIncludedIncluded
What-If ScenariosModel pricing, hiring, and equipment decisions before you commit.LimitedLimitedIncludedIncluded
ReportingMonthly CFO report and PDF export you can share with stakeholders.LimitedLimitedIncludedIncluded
AI CFO CoachPlain-language coaching and a book knowledge center for owner decisions.Not includedNot includedLimitedIncluded
Tools & TemplatesCalculator and template library for common financial questions.IncludedIncludedIncludedIncluded
Goals & PlanningOwner-aligned goals and planning to turn priorities into weekly execution.IncludedIncludedIncludedIncluded
CommunityIn-app community, forum, and leaderboard to learn alongside other owners.IncludedLimitedIncludedIncluded
Company & TeamCompany profile, user invitations, and role-aware access for your team.IncludedIncludedIncludedIncluded

Yes = included · Limited = available with limits on your plan · No = not included.

Category detail

Financial Engine screenshot — coming soon

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
Dashboards & KPIs screenshot — coming soon

Dashboards & KPIs

Executive dashboard and KPI visibility so leadership sees the story in seconds.

  • Executive dashboard
  • KPI dashboard
  • KPI tracking
Founding:
Included
Starter:
Included
Growth:
Included
Advisor:
Included
What-If Scenarios screenshot — coming soon

What-If Scenarios

Model pricing, hiring, and equipment decisions before you commit.

  • Pricing scenarios
  • Hiring scenarios
  • Equipment scenarios
Founding:
Limited
Starter:
Limited
Growth:
Included
Advisor:
Included
Reporting screenshot — coming soon

Reporting

Monthly CFO report and PDF export you can share with stakeholders.

  • Monthly CFO report
  • PDF export
Founding:
Limited
Starter:
Limited
Growth:
Included
Advisor:
Included
AI CFO Coach screenshot — coming soon

AI CFO Coach

Plain-language coaching and a book knowledge center for owner decisions.

  • CFO coaching
  • Book knowledge center
Founding:
Not included
Starter:
Not included
Growth:
Limited
Advisor:
Included
Tools & Templates screenshot — coming soon

Tools & Templates

Calculator and template library for common financial questions.

  • Calculator library
  • Template library
Founding:
Included
Starter:
Included
Growth:
Included
Advisor:
Included
Goals & Planning screenshot — coming soon

Goals & Planning

Owner-aligned goals and planning to turn priorities into weekly execution.

  • Goal management
  • Planner
  • Owner assignments
Founding:
Included
Starter:
Included
Growth:
Included
Advisor:
Included
Community screenshot — coming soon

Community

In-app community, forum, and leaderboard to learn alongside other owners.

  • In-app community
  • Forum
  • Leaderboard
Founding:
Included
Starter:
Limited
Growth:
Included
Advisor:
Included
Company & Team screenshot — coming soon

Company & Team

Company profile, user invitations, and role-aware access for your team.

  • Company profile
  • User invitations
  • Roles & permissions
Founding:
Included
Starter:
Included
Growth:
Included
Advisor:
Included
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