Financial clarity without full-time CFO overhead

Choose the CFOly plan designed for your business or accounting firm.

Start with a free 14-day trial and explore the platform using your own eligible financial information.

Business Plan

Business

$49/month
Supporting copy
For business owners who want a clearer understanding of financial performance, goals and important KPIs.
Includes
One business entity
Financial dashboard
Financial insights
Goal tracking
KPI visibility
AI CFO chat
Multi-period financial review
Approved-user access
Unlimited client users, if confirmed
Additional entities for $19 per month each
Start a Free Business Trial

Firm Plan

$199/month
Supporting copy
For accounting firms, bookkeepers, CPAs and financial advisors managing multiple client relationships.
Includes
Firm-level account
[INSERT NUMBER] included client workspaces
One entity per included workspace
Financial dashboards
Goals and KPI visibility
AI CFO chat
Financial insights
Approved client-user access
Unlimited client users, if confirmed
Additional workspaces for [INSERT PRICE]
Additional entities for $19 per month each, if confirmed
Start a Free Firm TrialBook a Firm Demo

Annual Billing

Save 20% with annual billing.
Publish this only after confirming that the billing system applies the discount correctly to both plans and all eligible add-ons.

Required Pricing Clarifications

The website developers must not launch the new pricing page until the product and billing teams confirm:

How many workspaces are included in the $199 firm plan?
How much does each additional workspace cost?
How many internal firm users are included?
Are client users truly unlimited?
Does each workspace include one entity?
Is every additional entity $19 per month?
Is the 20% annual discount available on both plans?
Does the annual discount apply to additional entities?
Is onboarding included?
Is support included?
Are there usage limits on AI chat?
What happens when the trial ends?
How does cancellation work?
Are refunds available?
Financial dashboard showing 56% revenue growth with message encouraging continued success.

Pricing FAQ

How long is the free trial?

The CFOly free trial lasts 14 days.

Can I connect more than one business?

Eligible plans may add additional business entities for an additional monthly charge.

Is there a separate accounting-firm plan?

Yes. The CFOly Firm plan is designed for firms, bookkeepers and advisors working with multiple clients.

Can clients access CFOly?

Eligible firm accounts may provide approved client users with access to their applicable workspace.

Does CFOly replace QuickBooks?

No. CFOly works alongside QuickBooks Online to provide dashboards, goals, KPIs and financial insights.

Can I cancel my subscription?

Insert approved cancellation language that matches the Terms of Service and billing system.
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CFOly is AI-powered financial review and advisory software for accounting firms.
Connect QuickBooks, review financial performance, monitor goals and KPIs and prepare stronger client conversations.

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CFOly is financial analysis and decision-support software. Information generated by CFOly does not constitute accounting, tax, investment or legal advice.