First month free — no card needed. Use code at checkout. Limited to the first 25 companies.

First month free — code . Only 25 spots.

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Pricing & modules

Every price, on one screen

Choose your plan and add the dashboards your business needs. You'll see the price update as you go, no account and no sales call required.

Logins 2 included · +$25/mo each The controller and the CFO are not made to share a password.
2

Selected: Base$250/mo.

Prices are per company per month in US dollars. Modules load from the files you already export — QuickBooks, NetSuite, SAP, Sage, or a spreadsheet — and a direct QuickBooks connection is on the way. Your data stays yours, computed from your files, never used to train AI.

Built with you

The modules that start with a meeting

Some numbers mean something different in every business. These aren't switched on, they're built: scoped in a discovery session, delivered in Excel or Power BI, then loaded into your dashboard like any other module. Everything here is self-serve — and if you'd rather we drive, book a free data evaluation and we'll set it up with you.

Planning & forecasting, driver-based

Your plan rebuilt on the drivers that actually run the business — crews, trucks, seats, jobs — with scenarios, reforecasts and a cash view. Built with you in Excel or Power BI, then loaded into your dashboard.

from $1,500to build · $150/mo in your dashboard

Project margin analysis

Margin by job, project or contract from your own job costing: which work makes money, which estimates drift, and where the next bid should land.

from $1,500to build · $150/mo in your dashboard

Service tech metrics

Utilization, revenue per tech and per truck, first-time-fix and callback rates, read from your field service system.

from $1,500to build · $150/mo in your dashboard

Every engagement starts with a $500 discovery session, credited in full against the build. Everyone's version of these numbers is different — that is the point of the meeting.

Try it on your own numbers first

Load a trial balance and the dashboards build themselves in front of you. No card, and nothing is charged until you say so.

Load your data free