Connect QuickBooks and turn financial data into clear analysis, commentary, and action items — without waiting for spreadsheet models.
Variance Snapshot
Free
For founders who want to understand what changed in their expenses — instantly.
Start Free →Cash Flow
Starter
For small businesses that need cash visibility and know when to act.
Start Free Trial →CFO Copilot
Growth
For founders and CFOs who need the full operating picture — expenses, cash, and revenue.
Start Free Trial →Accounting Firms & Fractional CFOs
Advisory
starting price — custom available
For advisors managing multiple clients who need scalable, client-ready financial intelligence.
Book a Demo →All paid plans include a 14-day free trial. No credit card required to start. Cancel anytime.
6 hrs
Max data retention — your financial data is permanently deleted within 6 hours of analysis
Free
Variance analysis forever — no credit card, no expiry, no catch
QuickBooks
Native integration — connect in under 2 minutes via OAuth
Compare Plans
| Feature | Free | Starter | Growth ★ | Advisory |
|---|---|---|---|---|
| QuickBooks connection | ||||
| Expense variance analysis | ||||
| AI commentary & action items | ||||
| Cash flow analysis | ||||
| 13-week cash view | ||||
| Exportable reports | ||||
| Revenue analysis | ||||
| Board & investor summaries | ||||
| Multi-company support | ||||
| Client-ready commentary | ||||
| Custom onboarding |
Not just reporting
STEP 01
Expense variance analysis shows exactly which line items moved — and by how much — compared to prior periods. No manual reconciliation.
STEP 02
AI commentary explains the business impact in plain language. Not just numbers — the meaning behind them, written for a founder or CFO.
STEP 03
Every analysis includes prioritised action items. Specific, relevant, and grounded in your actual data — not generic finance advice.
FAQ
Connect QuickBooks in under 2 minutes. Your first expense variance analysis is waiting.
14-day free trial on all paid plans. Cancel anytime.