Ten founding seats, price held for two years.

For a business owner reading their own books.

Upload a trial balance and read what moved this month, and why.

For a fractional CFO with a handful of clients.

Each client keeps its own mapping and history, and the pack goes out in your firm’s name. Every finding stays in the next pack until it is closed.

For a CPA or advisory firm, or an in-house finance team.

Everything in Advisor, plus team roles, a review step, budget against actual, and strict mode, which holds a broken import back.

For a firm with many clients or several entities.

Everything in Practice, plus consolidation across entities (beta), cash scenario comparison, and activity logs (coming soon).