Get simpler business data access with pricing options that accommodate everyone

Banks/Lenders/Fintechs

Free/Startup

Monthly

Enterprise

Description

Up to 25 companies for life with limited access for large-scale development and small business and startup support

Pay as you go, per company per month. Get started right away with unlimited connections for your small business client accounting data.

Go premium with a custom-built solution that includes our SMB-facing cash flow forecasting portal.

Pricing

Free

$5.00/company per month*

Custom-Built

Connections 25 Unlimited Unlimited
Integrations available QuickBooks Online & Xero All All
API sandbox access Yes Yes Yes
Production environment Yes Yes Yes
Automated and on-demand syncing Yes Yes Yes
Ongoing financial monitoring Yes Yes Yes
Accounting and banking data ratios Yes Yes Yes
Raw financial data Yes Yes Yes
Financial reporting Yes Yes Yes
Forecasted accounting data Yes Yes Yes
Push functionality Yes Yes Yes
Pull functionality Yes Yes Yes
White-label SMB onboarding portal - Connect Yes Yes Yes
White-label partner portal - Access Yes Yes Yes
White-label SMB facing - Predict as a Service No Yes Yes
Unlimited user accounts (for Access) Yes Yes Yes
Local data residency Yes Yes Yes
Email support Yes Yes Yes
Premium integration support No Limited Full
Employee training Digital Tutorials Digital Tutorials Employee Training
*Ask your account executive how to receive our special Collaborative Partner Pricing for up to an 80% discount.
All pricing is in USD.
Accountants/Small Business Owners Pricing

Free Small Business Owner Plan

Accounting and Freelancer Plan

Description

Free accounting analysis access for small business owners and CFOs looking for forecasted data and cash flow planning tools.

Free accounting analysis access for accountants, accounting firms, and bookkeepers that handle multiple accounts and want to offer proactive forecasting advice and tools to their clients.

QuickBooks Online Integration Yes Yes
Xero Integration Yes Yes
Single Sign-On accounting software integrations Yes Yes
Business Connections Unlimited Unlimited
Unlimited user accounts Yes Yes
Interactive financial KPI dashboard Yes Yes
Ongoing financial monitoring Yes Yes
Real-time data access Yes Yes
Syncing On-demand On-demand
Custom and AI-forecasted accounting data Yes Yes
Custom and template scenario planning Yes Yes
Projection Comparisons Unlimited Unlimited
Email support Limited Limited
Exportable white-label advisory reports No Yes
Exportable spreadsheets Yes Yes

Ready to get started?

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