Simple pricing, per company.

Every plan works with QuickBooks Online, or with a trial balance from any accounting system. Prices are coming soon, with a 30-day free trial and no card needed.

Founding price

The first 25 companies to subscribe get a lower price, locked for as long as they stay subscribed.

Standard

Everything a board packet needs, from your own books.

Price coming soon

Per company, monthly or annually

Join the waitlist

Connect QuickBooks Online, or upload a trial balance and chart of accounts
One-page board summary, slide deck and full report
AI-drafted commentary, with every figure checked against your books
Budget against actual, and comparisons with last year
A library of finalized packets
Switch between companies from the top of the screen

Pro

Early access

For organizations that want the numbers to come to them.

Price coming soon

Per company, monthly or annually

Join the waitlist

Everything in Standard, plus:

Chart anything: cash, margins, any account or group over timeAvailable now
Automatic monthly packets, ready after month endComing soon
Alerts when reserves or receivables need attentionComing soon
Cash forecasts and what-if scenariosComing soon
Grant and restricted fund trackingComing soon
Reports by program, class or locationComing soon

Questions

What counts as a company?

One QuickBooks Online company, or one set of books uploaded as a trial balance and chart of accounts. Each is priced on its own.

How does the free trial work?

30 days with everything in your plan, and no card needed. At the end, choose a plan to keep going. Nothing is charged until you do.

When will prices be published?

Before anyone is charged anything. They will be on this page.

What is the founding price?

A lower price for the first 25 companies to subscribe, locked for as long as they stay subscribed.

What happens to my data if I leave?

Disconnect QuickBooks from Settings at any time, and we delete your organization's data on request.

What does Coming soon mean?

Planned and not available yet. Each one is marked as available here when it is.