Plans to suit your business.
Automated financial statementsLinked P&L, cash flow and balance sheet outputs built from your financials.
Model sharingShare work with stakeholders using view-only access.
Scenario and valuation modellingBuild, compare and report on forecast and valuation cases.
Collaboration and user permissionsControl who can edit, review or view the work.
Multi-client and multi-entity managementManage clients, entities and shared structures in one workspace.
Dashboards and reporting packsTurn current numbers into dashboards, commentary and reporting packs.
Dedicated support and onboardingPriority onboarding and support for larger teams.
Volume discountingAutomatic discounts as your team grows beyond 10 users.
Small
Most popular
MediumFor small finance teams working together in one shared workspace.3 Seats$179/mo
Large2 of 3 plans
MediumMost popularFor small finance teams working together in one shared workspace.3 Seats- Automated financial statementsLinked P&L, cash flow and balance sheet outputs built from your financials.
- Model sharingShare work with stakeholders using view-only access.
- Scenario and valuation modellingBuild, compare and report on forecast and valuation cases.
- Collaboration and user permissionsControl who can edit, review or view the work.
- Multi-client and multi-entity managementManage clients, entities and shared structures in one workspace.
- Dashboards and reporting packsTurn current numbers into dashboards, commentary and reporting packs.
- Dedicated support and onboardingPriority onboarding and support for larger teams.
- Volume discountingAutomatic discounts as your team grows beyond 10 users.
Billing, seats and data security.
Yes. Choose monthly for more flexibility, or pay annually for 12 months and receive the saving shown above the plan table.
Yes. You can change or cancel your plan. When the change takes effect depends on the billing period you selected.
Small includes 1 seat, Medium includes 3 and Large includes 5. Volume pricing is available as your team grows.
Work with your numbers knowing access controls, secure data-handling practices and current ISO, SOC 2 and PCI DSS Level 1 credentials are in place.
Security controls for your financial data.
Review current ISO, SOC 2 and PCI DSS Level 1 credentials, access controls and data-handling practices on the Security page.
