Plans for advisory firms managing client portfolios, and for small businesses managing their own books.
Start with a 14-day free trial — no credit card required.
Manage your entire client portfolio from one dashboard. Full financial intelligence for every client, billed by connection volume.
Managing a large team of advisors or a high volume of client connections? Per-seat pricing doesn't scale for firms at your size. We'll build a custom plan around your team and client count.
Start instantly — no application, no card required. Pick a tier and start your 14-day free trial right away. Manage every client from a single dashboard.
| Feature | Monthly | Annual |
|---|---|---|
| Core Integrations | ||
| QuickBooks Online | ✓ | ✓ |
| Xero | ✓ | ✓ |
| Financial Reporting | ||
| Profit & Loss Statement | ✓ | ✓ |
| Balance Sheet | ✓ | ✓ |
| Cash Flow Statement | ✓ | ✓ |
| 12-month history | ✓ | ✓ |
| AI & Insights | ||
| Ask Foresight AI Advisor | ✓ | ✓ |
| Saved chat history | ✓ | ✓ |
| Cash Intelligence alerts | ✓ | ✓ |
| Cash runway tracking | ✓ | ✓ |
| DSO / DPO / DIO metrics | ✓ | ✓ |
| Planning & Forecasting | ||
| Multi-month P&L forecast | ✓ | ✓ |
| Balance Sheet forecast | ✓ | ✓ |
| Cash Flow forecast | ✓ | ✓ |
| Unlimited saved forecasts | ✓ | ✓ |
| Scenario Planner | ✓ | ✓ |
| Hiring Planner | ✓ | ✓ |
| Variance Analysis | ✓ | ✓ |
| Exports | ||
| PDF export (all pages) | ✓ | ✓ |
| Excel export | ✓ | ✓ |
We connect to your accounting software read-only. We never modify your books, never sell your data, and you can disconnect at any time.