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.
- Your Command Score, updated each month
- Bank balance, months of cash left, and the week you'd go below zero
- A 4-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.
- 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 | 4-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, 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.
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.