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Finance

Understand your runway, model scenarios, and make better capital decisions with finance experts who know SMBs.

What's Included

Choose the tier that fits your needs. Upgrade anytime.

Basic

$5/mo
  • Monthly cash snapshot
  • 2 finance Q&A / month
  • Budget templates
  • KPI dashboard basics
Most Popular

Pro

$10/mo
  • Dedicated finance advisor
  • 8 planning requests / month
  • 1 live finance call / month
  • Scenario modeling support

Ultimate

$20/mo
  • Priority finance support
  • Unlimited planning requests
  • 4 live calls / month
  • Quarterly board-ready pack

Real Scenarios We Handle

Runway planning

Build a 12-month cash forecast before hiring or launching a new product line.

Pricing model check

Stress-test unit economics and contribution margins with a finance advisor.

Investor update prep

Turn messy numbers into a clear monthly or quarterly update narrative.

Frequently Asked Questions

Is this the same as bookkeeping?

No. Finance focuses on planning and decision support. Pair it with Accounting for day-to-day books.

Try Finance free for 14 days

No credit card required. Real experts, real results.