Pricing
Free for every small business you serve
Bring on as many small clients as you like at no cost. You only pay per client as they grow — and unlock the advisory suite when they do.
Professional
$99/mo CAD
- 1 staff member
- 20 active clients
- Access to every module
- Per-client billing by the client’s revenue
- Clients under $1M revenue are free
- 60-day free trial — no card required
60-day free trial · No card required
Most Popular
Team
$199/mo CAD
- 3 staff members
- 40 active clients
- Access to every module
- Per-client billing by the client’s revenue
- Clients under $1M revenue are free
- 60-day free trial — no card required
60-day free trial · No card required
Firm
$499/mo CAD
- Unlimited staff
- Unlimited clients
- Access to every module
- Per-client billing by the client’s revenue
- Clients under $1M revenue are free
- 60-day free trial — no card required
60-day free trial · No card required
You only pay per client — by how big they are
Your membership unlocks every module. Each client’s modules are then billed by that client’s annual revenue — and small businesses are free.
| Client revenue | Module price | Modules available |
|---|---|---|
| Under $1M revenue | Free | Books, Financial Statements & FP&A |
| $1M – $2M | 50% of module price | All modules unlock |
| Over $2M | Full module price | All modules |
Prices in Canadian dollars, before applicable taxes (GST/HST).