Know your burn rate, runway, and margins at a glance
Whether you’re getting organized or gearing up to scale. We simplify your finances so you can move forward with clarity.
Find The Right Solution For You
Free Finance Starter Kit
Just getting started? Bootstrap is your no-cost toolkit for financial clarity. Perfect for founders who want to dip their toes into finance without the overwhelm. Get our most popular templates, step-by-step guides, and a free hour with an FP&A Manager or Fractional CFO to get you started. Simple, smart, and made for startups who like to move fast.
Simple Cash Flow Forecasting Template
Know how long your runway really is.
Profit & Loss Template
Track your revenue, expenses, and bottom line.
Expense Tracker
Stay on top of spending before it spirals.
DIY Finance Library
Cheat sheets, FAQs, and quick-start PDFs that make the numbers less scary.
Free Models + Loom Walkthroughs
Watch a breakdown of each model and how to use them.
1 Hour with a Finance Pro
Book time with a Fractional CFO or FP&A Manager to get unstuck.
Simple Bookkeeping Services
If you’re early-stage and need to understand your cash, the Essential tier gives you just that. Clean books, clear monthly reports, and a finance manager you can message for help. No confusing tools or spreadsheets. Just accurate numbers and stress-free setup, so you can focus on building your business.
Bookkeeping Handled
No more tracking transactions or sorting expenses yourself.
Clear Monthly Reports
See your profit, cash flow, and what’s in the bank.
Instant Slack Support
Ask questions anytime and get quick answers.
Stress-Free Tax Prep
Everything stays organized so you're ready when tax time comes.
Strategic Planning & Forecasting
Once you’ve got the basics down, it’s time to plan ahead. The Growth tier gives you the tools to forecast cash, track your budget, and understand how each part of your business is performing. You’ll stop guessing and start making decisions with confidence, whether it’s hiring, launching, or taking your next big step.
Forecasting Made Easy
See how much cash you’ll have in 1, 3, or 6 months up to 5 years out, so you can plan hires, launches, or runway with real numbers.
Budget vs. Actuals
Compare your actual spend to your budget each month, so you can spot overspending early and adjust before it becomes a problem.
Revenue & Expense Breakdown
Know exactly what’s making you money and what’s costing you, so you can double down on what works and cut what doesn’t.
Custom Dashboards
Track your most important metrics, cash, burn, runway, revenue, on one clear dashboard.
Advanced Strategy & Advisory
When you’re raising, scaling, or making big decisions, the Scale tier gives you everything you need to think like a CFO, even if you don’t have one. From detailed financial modeling to clear, strategic reporting, we’ll help you lead with numbers, make smarter calls, and confidently communicate your business story.
Presentation-Ready Financials
Get polished, professional reports you can use for fundraising, board meetings, partnerships, or big-picture planning.
Custom Financial Models
Plan out headcount, runway, unit economics, or pricing with dynamic models built around your business.
Strategic Budgeting & Forecasting
Build detailed budgets and forecasts you can actually manage against, with monthly check-ins to stay on track.
Multi-Scenario Forecasting
Stress-test decisions before you make them—like hiring, launching, or raising—by comparing multiple financial outcomes.
KPI & Metric Tracking
Stay on top of the numbers that matter, like how much it costs to get a customer and how much you make from them.
Ongoing Strategic Support
Get hands-on financial guidance from a finance lead who acts like part of your team.
Monthly Financial Deep Dives
Go beyond the numbers with monthly calls to analyze performance, adjust forecasts, and make data-backed decisions.
Advanced Dashboards
Track spending, spot trends, and easily share real-time financial insights with your team or anyone who needs to stay in the loop.
No Hidden Fees
Our pricing is transparent and flexible. You only pay for the support you actually need, and we’ll help you scale up or down as your business evolves.
Bootstrap
Free
For early-stage founders who want clarity without the cost. Perfect for getting organized and making your first smart money moves.
What’s included:
Cash Flow Forecasting Template
Profit & Loss Template
Expense Tracker
DIY Finance Library (cheat sheets, FAQs, and quick-start guides)
Pre-Built Financial Models + Loom Walkthroughs
Free 1-Hour Consult With a Finance Pro
Essential
$99/month
For early-stage founders who need clean books and clear reports.
What’s included:
Monthly P&L and Balance Sheet
Year-end tax prep package
Email + in-app support
DIY templates (P&L, forecasting, expense tracker)
Free 1-hour consult with a finance manager or CFO
Growth
$1,200/month
+ $1,000 onboarding fee
For growing teams that need hands-on finance support and forward-looking planning.
What’s included:
Everything in Essential
Accrual accounting & monthly financials
Cash flow forecasting & budget vs. actuals
Weekly reports + Slack support
AR/AP tracking & faster month-end close
scale
Custom
Starts at $3,000/month
For scaling startups that need advanced financial tools, tailored forecasts, and hands-on support to make smarter, faster decisions.
What’s included:
Everything in Growth
Budget vs. actuals & variance analysis
Financial dashboards & KPI tracking
Revenue modeling & burn/runway forecasting
Monthly strategy calls & fractional CFO access
Audit Prep, performance reports, and financial summaries
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We bring clarity to your finances.
Accurate forecasts. Predictable growth. Peace of mind for every decision.
Know exactly where your money’s going
No more stress trying to figure out your finances. You’ll get clean, simple reports that show you exactly what you’re earning and spending—so you can stop wasting time in spreadsheets and focus on running the business.
Predict cash flow and stay ahead
You’ll know how much money you’ll have next month and where it’s going, so you can make smart choices about hiring, investing, or pulling back before there’s a problem.
Showcase your numbers with confidence
Clear, up-to-date financials help you communicate better, make faster decisions, and earn trust across your team, no scrambling, no second-guessing
Gain instant access to your finance manager
No more digging through spreadsheets or decoding jargon. Your finance partner is one Slack message away ready to cut through the noise.
Real growth stories from teams like yours
Your Partner in Finance
From your first sale to your first raise, we meet you where you are. Whether you need clean books, cash flow forecasts, strategic models, or investor-ready reports, we’ll help you move with clarity, confidence, and control.
Book a Free Discovery Call



