Plans and services

Choose a monthly plan, add AI agents when you need them, or start with a one-time diagnostic.

Monthly plans

Clarity

CAD $1,200/month

Fast answers and basic financial visibility for owners without a formal finance structure.

Monthly financial dashboard
Monthly executive report and cash position
Basic KPI tracking
Initial Fractional CFO advisory
Email support

Choose Clarity

02Most popular

Growth

CAD $2,500/month

Deeper analysis, forecasting and a monthly strategy meeting for businesses in active growth.

Everything in Clarity
Profitability and margin analysis by service, client or department
Advanced Power BI dashboard
Cash flow projections and budget variance analysis
Monthly strategy meeting
1 AI agent included: Collections or Follow-Up

Choose Growth

Leadership

CAD $5,500/month

Senior financial leadership with AI agents working inside your operation.

Everything in Growth
12-month rolling forecasts and scenario modelling
Executive strategic advisory and pricing analysis
KPI architecture, scorecards and automated executive reporting
Multiple monthly strategy meetings
2 AI agents included: any agent except Customer Service

Choose Leadership

Full Support

CAD $8,500/month

A complete external finance team with integrated AI infrastructure.

Everything in Leadership
CFO-level leadership and board-ready reporting
Financing, banking and investor support
M&A preparation and multi-location financial structuring
Unlimited advisory support
3 AI agents included: any of the five

Choose Full Support

All plans are month-to-month with a 30-day exit. No setup or implementation fees.

Compare plans

Feature	Clarity	Growth	Leadership	Full Support
Monthly financial dashboard	Included	Included	Included	Included
Monthly executive report and cash position	Included	Included	Included	Included
Basic KPI tracking	Included	Included	Included	Included
Initial Fractional CFO advisory	Included	Included	Included	Included
Email support	Included	Included	Included	Included
Profitability and margin analysis by service, client or department	Not included	Included	Included	Included
Advanced Power BI dashboard	Not included	Included	Included	Included
Cash flow projections and budget variance analysis	Not included	Included	Included	Included
Monthly strategy meeting	Not included	Included	Included	Included
1 AI agent included: Collections or Follow-Up	Not included	Included	Included	Included
12-month rolling forecasts and scenario modelling	Not included	Not included	Included	Included
Executive strategic advisory and pricing analysis	Not included	Not included	Included	Included
KPI architecture, scorecards and automated executive reporting	Not included	Not included	Included	Included
Multiple monthly strategy meetings	Not included	Not included	Included	Included
2 AI agents included: any agent except Customer Service	Not included	Not included	Included	Included
CFO-level leadership and board-ready reporting	Not included	Not included	Not included	Included
Financing, banking and investor support	Not included	Not included	Not included	Included
M&A preparation and multi-location financial structuring	Not included	Not included	Not included	Included
Unlimited advisory support	Not included	Not included	Not included	Included
3 AI agents included: any of the five	Not included	Not included	Not included	Included

One-time services

Best first step

Financial Diagnostic Pro

CAD $475, one-time

Senior review of your books and operations, with a prioritized action list.

Start with a Diagnostic — CAD $475

Deep Financial Diagnostic

CAD $1,500 – $3,500, one-time

12-month analysis of revenue, margin, cash flow and cost structure, with an executive report.

Request a quote

Hidden Cost Audit

CAD $900 – $1,800

Full review of recurring expenses, vendors and subscriptions, with a list of savings opportunities.

Guarantee: if we identify less than CAD $900 in savings opportunities, we refund 100% of the fee.

Request a quote

Bank Financing Package

CAD $2,500 – $5,000

Lender-ready financial package with 3-year projections.

Request a quote

Custom AI agent development and business valuation support are quoted per project.

Founding Client Program: 35% off any monthly plan for the first 6 months, limited to 3 businesses. In exchange: a testimonial and a case study based on real metrics. Conditions apply.

Ask about it

See your numbers clearly in 30 minutes.

Book a free call Start with a Diagnostic — CAD $475