Every plan includes a 7-day free trial. Card on file, not charged until day 7. Cancel anytime.
💰 10x less than Flychain or a fractional CFO — without the sales calls or 6-month setupAll plans start with a 7-day free trial · Card on file, not charged until day 7 · Cancel anytime
* 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 | — | — | ✓ |
| Compliance Alert Bot | — | — | ✓ |
| 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 | — | ✓ | ✓ |
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.
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.
Card on file, not charged until day 7. No sales call. See your practice's real numbers today.