Pricing
Build free. Pay when you want to keep it.
There is one product and every page is in it, including the balance sheet and the Management Discussion. Paying saves your plans to your account, opens Excel and the print pack, and lets you put plans side by side.
Plans
Free
$0
No sign-in. One plan, kept on this device.
- Every statement page
- Sources and Uses
- Management Discussion
- Save the plan as a JSON file
Founder
$19 a month
Or $149 a year, which is two months back.
- Three plans saved to your account: a base case, an upside and a downside
- Excel workbook, with a monthly sheet behind the statements
- Print pack, every page in one job
- Compare scenarios side by side
- Your plans follow you between phone and laptop
Advisor
$49 a month
Or $399 a year.
- Everything in Founder
- Up to 500 plans, one for each company you advise
- Client workspaces, coming soon
- Pages in each client's name and color, coming soon
Client workspaces are not built yet. Advisor today is Founder with room for 500 plans, and the workspace pages arrive as part of the plan you are already paying for. We would rather say that than let you find out after you pay.
Side by side
What comes with each plan
| Free | Founder | Advisor | |
|---|---|---|---|
| Price | $0 | $19 a month or $149 a year | $49 a month or $399 a year |
| Plans | 1, on this device only | 3, saved to your account | 500, saved to your account |
| Income statement, balance sheet, cash flow | Yes | Yes | Yes |
| Sources and Uses | Yes | Yes | Yes |
| Management Discussion | Yes | Yes | Yes |
| Statement tabs, plain-word help, what the numbers say | Yes | Yes | Yes |
| Guided start and the four templates | Yes | Yes | Yes |
| Download your own data as a JSON file | Yes | Yes | Yes |
| Excel workbook | No | Yes | Yes |
| Print pack | No | Yes | Yes |
| Compare scenarios | No | Yes | Yes |
| Client workspaces | No | No | Coming soon |
| Pages in each client's name and color | No | No | Coming soon |
Billing
In plain words
How you pay
Sign-in and payment happen inside the app. You sign in with a code we email you, and checkout runs on Stripe's own page, so we never see your card number.
Tax may be added at checkout where it applies. Prices are in United States dollars.
Stopping
Cancel any time from the billing page in your account. Your plan keeps working until the end of the period you have already paid for.
There are no refunds for a partial period. If you stop paying, you keep every plan you have already built, and you can always download a plan as a JSON file.
Questions about any of this are answered on the questions page, and the full terms and privacy pages say the same things at greater length.