Honest pricing.
No hidden fees.
All-in-One FP&A and Financial Consolidation Platform —
Built for Your Business.
Planning
- Smart FP&A for growing businesses
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- Single company
- Unlimited users
What’s included
- AI-Driven Financial Modeling
- 3 way financial statements
- Expert Assisted Implementation
POPULAR
Multi-Entity
- Unified planning for multiple entities
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- Multi-Company Support
- Unlimited users
Everything in Planning plus:
- Multi-Ledger Consolidation
- Custom Reporting Dimensions
- Single sign-on (SSO)
Ultimate
- Global controls with advanced AI insights
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- Multi-Company Support
- Unlimited users
Everything in Multi‑Entity plus:
- Top‑down Cost Allocation
- Currency Translation
- Predictive Analytics
Compare plans
Choose a plan that suits you best
Planning
Multi-Entity
Ultimate
Departments & Projects | Unlimited | Unlimited | Unlimited |
| Workforce - Headcount Planning | Up to 100 Employees | Up to 250 Employees | Unlimited |
| Custom Reporting Dimensions | 1 | 3 | Unlimited |
| Plan Versions | 3 | 10 | Unlimited |
| Fiscal Years in Plan | 5 | 7 | Unlimited |
| Multi-Entity Consolidation | - | Up to 3 | Unlimited |
| Multi-Currency Support | - | - |  |
| Predictive Insights | - | - | |
Plan Management
| Custom Dimensions | 1 | 3 | Unlimited |
| Multi-Entity Consolidation | - | Up to 3 | Unlimited |
| Versions | 3 | 10 | Unlimited |
| Fiscal Years in Plan | 5 | 7 | Unlimited |
| Headcount Planning | <100 Employees | <250 Employees | Unlimited |
| Multi-Currency | - | - | |
Financial Modeling
| AI-Driven Financial Modeling | | | |
| Tiered-Rate Schedules | | | |
| Breakback Schedules | | | |
| Waterfall Recognition | | | |
| Threshold Modeling | | | |
| Advanced Lookup Tables | | | |
Budget Planning & Forecasting
| Rolling Forecasts | | | |
| What-If Scenario Planning | | | |
Financial Consolidation
| Multi-Entity Consolidation | - | | |
| Intercompany Management | - | | |
| Account Reclassification | - | | |
| Top-Down Cost Allocation | - | | |
| Currency Conversion and Translation | - | - | |
Sales & Revenue Planning
| Deferred Revenue Recognition | | | |
| SaaS Modeling | | | |
| Revenue Forecasting (Bookings) | | | |
| Cost of Goods Sold Forecasting | | | |
| Inventory Planning | | | |
| Demand/Supply Chain Forecasting | | | |
Workforce Planning
| Payroll & Headcount Planning | | | |
| Benefits & Hourly Forecasting | | | |
| Personnel Expense Allocation | - | - | |
CapEx Planning
| Asset & Depreciation Schedules | | | |
| MACRS Table Schedules | | | |
| Depreciation Allocation | - | - | |
Debt & Finance Management
| Loan & Line of Credit Tracking | | | |
| Interest Calculation | | | |
Reporting & Analytics
| Financial/Management Reporting | | | |
| Profit and Loss Reporting | | | |
| 13-Week Cash Flow | | | |
| Multi-Year Balance Sheet | | | |
| Drill-Through & Drag-n-Drop Reports | | | |
| Collaborative Dashboards | | | |
Integrations
| Excel/Google Sheets | | | |
| Accounting/ERP | | | |
Security & Collaboration
| Multi-User Security | Basic | Advanced | Advanced |
| Single sign-on (SSO) | - | | |
| Audit Trail | - | | |
| Workflow Management | - | - | |
Advisor Pro
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Supercharge Your Advisory Practice with FP&A AI
- Get More Done and Add Client Value
Benefits
- Gain More Time: Eliminate disorganized client files with AI-driven platform
- Focus on Strategy: Spend less time on spreadsheets and more time driving client success
- Ultimate Access: Get all Ultimate Edition features for your firm’s internal use
- Priority Support: Get fast, expert help via live chat and phone
- Special Pricing: Unlock discounted subscriptions to offer at a profit or pass savings to clients
- Ongoing Revenue: Grow your bottom line with recurring income from client renewals