Simple, Transparent Pricing
Choose our AI-powered FP&A platform for instant financial intelligence, or custom software development for tools built to your exact specifications.
Starter
Clarity & Control
For solo founders and small teams who want visibility into their finances
- 1 company
- 1,000 transactions/month
- Ask James AI (Haiku)
Professional
Decision Intelligence
For growing businesses ready to turn financial data into strategic decisions
- Up to 3 companies
- 10,000 transactions/month
- Ask James AI (Sonnet)
Business
Board-Ready FP&A
Full-featured platform for CFO-led organizations with sophisticated needs
- Unlimited companies
- Unlimited transactions
- Ask James AI (Sonnet)
All plans include a 7-day free trial. Cancel anytime.
Need Something Built to Your Specs?
From dashboards to full platforms—custom software powered by AI, built by experts in finance and data science. Fixed pricing, no surprises.
Starter Projects
Perfect for businesses ready to automate manual processes or create their first digital presence.
- Custom dashboards & reporting
- Single-purpose automations
- Data integrations & ETL
- Business websites & landing pages
- Internal admin panels
- API integrations
Custom Applications
Multi-feature business tools built to your exact specifications, powered by AI where it matters.
- AI-powered workflows & agents
- Custom CRM systems
- HR & operations platforms
- Internal databases & tools
- Customer portals
- Complex integrations
Full Platform Builds
End-to-end SaaS platforms and enterprise-grade applications. Your vision, professionally executed.
- Complete SaaS platforms
- Complex data pipelines
- Enterprise applications
- Custom AI agents & chatbots
- Multi-tenant architectures
- Full-stack product development
What's Included in Each Plan
Every plan includes the core features you need. Higher tiers unlock advanced analysis and more capacity.
Starter
Clarity & Control
Financial Statements
- Income Statement
- Balance Sheet
- Cash Flow Statement
- Monthly trends & expense breakdown
- Period comparisons (MoM, YoY)
Forecasting
- 12-month automated forecasts
- Revenue & expense projections
Budgeting
- Multi-category budget builder
- Budget vs actuals tracking
Integrations
- QuickBooks Online sync
- Xero sync
- Automatic daily updates
AI & Support
- Ask James AI (Claude Haiku)
- Plain-English financial Q&A
- Email support
Professional
Decision Intelligence
Financial Statements
- Everything in Starter, plus:
- Advanced KPI dashboard & ratios
- Industry benchmark comparisons
- Custom executive reports
- Board-ready report templates
Forecasting
- Everything in Starter, plus:
- Best case / Worst case scenarios
- Cash runway analysis
- What-if scenario modeling
Budgeting
- Everything in Starter, plus:
- Driver-based budget planning
- Multi-year budget scenarios
- Variance analysis & alerts
Integrations
- Everything in Starter
AI & Support
- Ask James AI (Claude Sonnet)
- More nuanced financial analysis
- Priority email support
Business
Board-Ready FP&A
Financial Statements
- Everything in Professional, plus:
- Investor & lender-ready reports
- Custom report templates
- Multi-entity consolidation
Forecasting
- Everything in Professional, plus:
- Monte Carlo simulations
- Probabilistic forecasting
- Risk-adjusted projections
- Confidence interval analysis
Budgeting
- Everything in Professional, plus:
- Advanced scenario modeling
- Cross-company budget rollups
Integrations
- Everything in Starter
AI & Support
- Ask James AI (Claude Sonnet)
- Opus upgrade available ($99/mo)
- Dedicated account manager
- Onboarding support
- Priority phone & email support
Compare Plans
A detailed look at what's available in each tier.
| Feature | Starter | Professional | Business |
|---|---|---|---|
| Companies | 1 | Up to 3 | Unlimited |
| Transactions/month | 1,000 | 10,000 | Unlimited |
| Income Statement | |||
| Balance Sheet | |||
| Cash Flow Statement | |||
| 12-month Forecasts | |||
| Budget vs Actuals | |||
| QuickBooks & Xero Sync | |||
| Ask James AI | Haiku | Sonnet | Sonnet |
| KPI Dashboard & Ratios | |||
| Industry Benchmarks | |||
| Best/Worst Case Scenarios | |||
| Cash Runway Analysis | |||
| Driver-based Budgeting | |||
| Custom Report Templates | |||
| Monte Carlo Simulations | |||
| Probabilistic Forecasting | |||
| Investor-Ready Reports | |||
| Dedicated Account Manager | |||
| Opus AI Add-on Available |
Upgrade to Claude Opus
Available for Professional and Business subscribers. Get the most advanced AI reasoning for complex financial analysis, strategic planning, and nuanced scenario modeling.
Frequently Asked Questions
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