Pricing
Choose how much financial support your business needs
Start with the Free Business Checkup. Add ongoing books and reports with Lite, deeper CFO Lens guidance with Professional, or Corporate Finance support with Enterprise. Prices are in CAD.
Plans for every level of support
Four ways to use your AI CFO
Start with the Free Business Checkup, add ongoing books and reports with Lite, get deeper CFO Lens guidance with Professional, or request Corporate Finance support with Enterprise.
Free Business Checkup
T2 package credit
No T2 review package credit is included with Free.
- Free Business Checkup for one company
- Small record sample and monthly owner snapshot
- Plain-language issues and next questions
- No bookkeeping, T2 package, advisory service, or filing
Lite
Organize one corporation's books, periods, and reports in an owner-led workflow, with a Canada T2 package path available when needed.
T2 package credit
1 company-year T2 review package credit per paid annual subscription period; no rollover.
- Ongoing books and a monthly owner view
- 1 base company included (up to 3 with CA$149 add-ons)
- Financial reports with source readback
- Canada T2 package path when a credit is available
Professional
Use Professional when CFO Lens, operating advice, and tax-efficiency prompts matter, with no Corporate Finance included.
T2 package credit
2 company-year T2 review package credits per paid annual subscription period; no rollover.
- Everything in Lite, plus CFO Lens guidance
- Up to 5 corporate entities
- Tax-efficiency and operating prompts for review
- Priority review list and CPA handoff notes
Enterprise
T2 package credit
CAD 1,999/year. Includes 2 company-year T2 review package credits for the paid annual period.
- Everything in Professional, plus Corporate Finance support
- Board and investor materials built from your financial records
- Capital planning and higher-stakes decision support
- Up to 10 company workspaces; access is reviewed
See the FAQ for monthly credit timing, additional companies, cancellation rules, and package terms.
FAQStart with the question that matters now
Give your business an AI CFO view
Start with a Free Business Checkup for one company, then choose the level of financial support that fits the work.
Free starts with one company. Upgrade when you need ongoing books, deeper CFO guidance, a Canada Tax package, or Corporate Finance.