Pricing that respects your business.
Two plans. No surprises. Start free, scale when ready.
Starter
For early-stage SaaS
- 1 workspace
- Up to 500 transactions/mo
- AI categorization
- Basic cash flow reports
- AI CFO Assistant
- Anomaly detection
Professional
For growing SaaS teams
14-Day Free Trial — No credit card required
- Up to 5 workspaces
- Unlimited transactions
- AI CFO Assistant
- Anomaly detection & alerts
- Cash flow forecasting
- Smart invoicing
- Financial health score
Enterprise
For scale-ups & teams
- Unlimited workspaces
- Everything in Professional
- Dedicated account manager
- Custom integrations & API
- SSO & advanced security
- Priority support & SLA
Compare plans
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Core | |||
| Financial dashboard | ✓ | ✓ | ✓ |
| Transaction import (CSV/PDF/OFX) | ✓ | ✓ | ✓ |
| AI categorization | ✓ | ✓ | ✓ |
| Custom categories | ✓ | ✓ | ✓ |
| Email notifications | ✓ | ✓ | ✓ |
| Workspaces | 1 | 5 | Unlimited |
| AI & Intelligence | |||
| AI CFO Chat | — | ✓ | ✓ |
| Smart recommendations | — | ✓ | ✓ |
| Pattern detection | — | ✓ | ✓ |
| Anomaly alerts | — | ✓ | ✓ |
| Revenue Management | |||
| Invoicing | ✓ | ✓ | ✓ |
| Payment tracking | ✓ | ✓ | ✓ |
| Invoice aging reports | — | ✓ | ✓ |
| Client payment scoring | — | ✓ | ✓ |
| Automated reminders | — | ✓ | ✓ |
| Analytics & Forecasting | |||
| Basic reports | ✓ | ✓ | ✓ |
| Cash flow forecasting | — | ✓ | ✓ |
| Runway calculator | — | ✓ | ✓ |
| Break-even analysis | — | ✓ | ✓ |
| Scenario planning | — | ✓ | ✓ |
| Financial health score | — | ✓ | ✓ |
| Revenue concentration risk | — | ✓ | ✓ |
| Security & Admin | |||
| AES-256 encryption | ✓ | ✓ | ✓ |
| Workspace isolation | ✓ | ✓ | ✓ |
| Audit logging | — | ✓ | ✓ |
| Role-based access | — | ✓ | ✓ |
| Priority support | — | ✓ | ✓ |
| SSO & custom integrations | — | — | ✓ |
| Dedicated account manager | — | — | ✓ |
| SLA guarantee | — | — | ✓ |
Frequently asked questions
You get full access to the Professional plan for 14 days, no credit card required. At the end of your trial, choose a plan or switch to limited access.
Yes. Upgrade or downgrade anytime. Upgrades are immediate; downgrades take effect at the end of your billing cycle.
You keep access until the end of your billing period. Your data is preserved for 30 days after that. Export anytime.
AES-256 encryption at rest, TLS 1.3 in transit. Full workspace isolation. We never share your data with third parties.
Try Professional free for 14 days
No credit card required. Full access to every feature. Cancel anytime.
Start Free Trial