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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.
For business owners who want a clearer understanding
of financial performance, goals and important KPIs.
$49/MONTH
Save 20%
with annual billing
One business entity
Financial dashboard
Financial insights
Goal tracking
KPI visibility
AI CFO chat
Multi-period financial review
Approved-user access
Additional entities for $19 per month each
For accounting firms, bookkeepers, CPAs and financial advisors managing multiple client relationships.
$199/MONTH
Save 20%
with annual billing
Firm-level account
5 included client workspaces
One entity per included workspace
Financial dashboards
Goals and KPI visibility
AI CFO chat
Financial insights
Approved client-user access
$19/month per additional client after the first 5 clients.
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