No setup fees. No contracts. Cancel anytime.
💰 10x less than Flychain or a fractional CFO — without the sales calls or 6-month setupCancel anytime · Secure checkout via Stripe
* Each additional company or practice synced or created under the same account is subject to an additional $199/mo fee.
| Starter $299/mo |
Growth $399/mo |
Pro $599/mo |
|
|---|---|---|---|
| Core Monitoring | |||
| Real-time KPI Dashboard | ✓ | ✓ | ✓ |
| Cash Flow Monitoring | ✓ | ✓ | ✓ |
| 90-Day Cash Forecast | — | ✓ | ✓ |
| Insurance AR Aging Alerts | ✓ | ✓ | ✓ |
| Custom Alert Thresholds | — | ✓ | ✓ |
| Benchmarking & Analysis | |||
| Monthly Benchmark Report | ✓ | ✓ | ✓ |
| Payer Performance Benchmarking | — | ✓ | ✓ |
| Payroll & Overhead Analysis | — | ✓ | ✓ |
| Specialty Benchmarks | ✓ | ✓ | ✓ |
| Tax & Compliance | |||
| Quarterly Tax Estimates | — | ✓ | ✓ |
| Tax Modeling & Scenario Planning | — | — | ✓ |
| Automated Compliance Alerts | — | — | ✓ |
| Integrations & Scale | |||
| QuickBooks / Xero Sync | ✓ | ✓ | ✓ |
| Practice Locations | 1 | Up to 3 | Unlimited |
| REST API Access | — | — | ✓ |
| Role-Based Access Control | — | — | ✓ |
| Support | |||
| Support Channel | Priority (24h) | SLA (4h) | |
| Dedicated Onboarding | — | — | ✓ |
| Annual Tax Strategy Session | — | — | ✓ |
| Weekly Executive Summary Email | — | ✓ | ✓ |
| Optional Add-Ons | |||
| AI Tax Planning Add-On $150/mo on Starter · $75/mo (50% off) on Growth · Included free on Pro | $150/mo | $75/mo 50% off | Included free ($150/mo value) |
| CFO Coaching Add-On $750/mo on all plans · 50% off on Pro ($375/mo) | $750/mo | $750/mo | $375/mo 50% off |
Available on Growth and Pro. Add exactly what your practice needs — nothing more.
AI-driven quarterly tax optimization strategies tailored to your practice structure. S-corp vs. sole prop modeling, deduction identification, and estimated payment scheduling.
Growth: $75/mo · Pro: Included free
Monthly 30-minute call with a practice finance specialist. Walk through your Med Profit IQ reports, identify improvement areas, and set financial targets for the next quarter.
Starter & Growth: $750/mo · Pro: $375/mo (50% off)
No sales call. No setup fees. See your practice's real numbers within the same day.