Pick the level of CFO you need
Start free with a Command Score, and upgrade when you want the full forecast, What if, the monthly memo, or a CFO working with you.
Pulse
See where you stand, free.
No card needed.
- Your Command Score, updated each month
- Bank balance, months of cash left, and the week you'd go below zero
- A 6-week cash forecast with the lowest point ahead
- What you're owed and how long you wait to get paid
- Plain-English explanations of every number
- (Manual entry also available if you'd rather not connect)
Command
Know what's coming, and test decisions before you make them.
Your price is locked for as long as you stay subscribed.
- Everything in Pulse
- Twelve months of history from day one, with your score trend
- Full 13-week forecast, plus 6 and 12 month views
- What if: 15 moves, starters built from your own numbers
- Set a cash floor and ask: how much can I spend on a hire, when can I afford one, how much would I need to borrow
- Compare up to 3 what-ifs side by side
- A monthly memo written from your own numbers
- What changed: compare any two months
- Ask Your CFO: ask a question about your numbers, get an answer from your own books
- Build your PDF for your bank or partners
Advisory
The full service: we build it and run it with you.
plus $1,995 one-time CFO build
- Everything in Command
- CFO Build: a CFO on our team meets with you first, then builds your dashboard and delivers your first memo ($1,995 one-time)
- Monthly CFO update to your dashboard
- Quarterly strategy and review calls
What changes as you move up
| Feature | Pulse | Command | Advisory |
|---|---|---|---|
| See where you stand | |||
| Command Score, months of cash left, and when you'd go below zero | |||
| What you're owed, and how long you wait to get paid | |||
| Plain-English explanations of every number | |||
| Saved history & score trendPulse builds your history one month at a time from when you connect. Command and Advisory start with the last twelve months already in place. | From when you connect | Twelve months from day one | Twelve months from day one |
| Act on it | |||
| Cash forecast | 6-week preview | Full 13 weeks + 6 and 12 months | Full 13 weeks + 6 and 12 months |
| What if | |||
| Cash floor and goal questions | |||
| Compare what-ifs | |||
| Monthly CFO memo | |||
| What changed, month to month | |||
| Ask Your CFO | |||
| Build your PDF | |||
| We run it with you | |||
| A CFO on our team meets with you, then builds your dashboard ($1,995 one-time) | |||
| Monthly CFO update | |||
| Quarterly strategy and review calls | |||
Questions
Will this actually tell me what to do?
Yes. On Command you get a monthly CFO memo, written once your books for the month are closed. It tells you what changed, what to watch, and the two or three moves a CFO would make next. On Advisory a CFO also goes through it with you on quarterly strategy calls.
Can CFO Command change anything in my QuickBooks?
No. It connects through Intuit with read-only access. It cannot create, edit or delete anything in your QuickBooks.
Is there a free plan?
Yes. Pulse is free: connect your QuickBooks and see your Command Score, your bank balance, months of cash left and the week you'd go below zero, your first 6 weeks of cash forecast, and what you're owed, with a plain-English explanation of every number.
When do I pay the Advisory build fee?
Not at checkout. Starting Advisory charges nothing that day, and your $449/mo plan (or $4,490/yr paid yearly) begins after a 30-day free trial. Every Advisory engagement starts with a discovery meeting. After it, we ask for access to your books and send the one-time $1,995 CFO build fee invoice, then build your dashboard. The build fee is non-refundable.
Will my price go up?
Not while you stay subscribed. If we raise prices later, your price stays the same.
What happens if I stop?
Disconnect in Settings and access is revoked immediately. Ask us and we'll delete what was already pulled.
CFO Command reports and explains your own accounting data; it does not constitute financial, legal, or tax advice. Every Advisory engagement starts with a discovery meeting to scope your dashboard and priorities. After it, we ask for access to your books, send the build fee invoice, then build your dashboard.