top of page

Plans

Find one that works for you

  • Best Value

    AI Strategic Growth Partner

    4.99$
    Every week
    +$99.99 Technology Setup
    Deeper analysis, forward-looking insights, and collaborative strategic planning.
     7 day free trial
    • AI-Assisted Budgeting & Forecasting
    • In-Depth AI-Powered Scenario Modeling (2 Scenarios/Quarter)
    • Monthly 1-hour Strategic Advisory Call
    • Customized AI-Generated KPI Dashboard
    • Priority Email Support

  • AI Financial Insight Starter Package

    2.99$
    Every week
    +$99.99 Technology Setup
    Automated insights, core financial health monitoring, and access to AI-powered tools
     7 day free trial
    • Monthly AI-Generated Financial Health Report
    • AI-Assisted Variance Analysis
    • Access to a Library of AI-Prompted Financial Templates
    • Secure Client Portal
    • Quarterly 30-minute "AI Insights Review" Call

  • AI Executive Advisory & Transformation

    7.99$
    Every week
    +$99.99 Technology Setup
    Custom AI applications, transformative financial strategy, and dedicated senior-level engagement.
     7 day free trial
    • Dedicated Senior Financial Consultant/Partner
    • Bespoke AI Model Development
    • Proactive AI-Driven Alerts & Strategic Briefings
    • AI-Powered Scenario Modeling & Sensitivity Analysis
    • Bi-Weekly In-Depth Workshops & Board-Level Reporting Support
    • On-Demand AI-Powered Research
    • Direct Line Access to your Senior Consultant

By selecting any subscription option (including but not limited to yearly plans), you agree to the terms outlined herein. All subscription fees, regardless of the plan duration (e.g., monthly, yearly), are non-refundable. Should you choose to cancel your subscription before the end of your current term, you acknowledge and agree that no refunds, whether full or partial, will be issued for any unused portion of the subscription term. Your access to the service will continue until the end of the term for which you have paid. This clause applies to all subscription plans offered.

bottom of page