Plans & support
A common operating framework, with three levels of involvement. Use the platform, add guidance or engage directly for the work ahead.
01 / The platform
Financial visibility, a 13-week cash plan and accountable actions in one connected workspace.
02 / Guided progress
The full workspace, with guidance to help you interpret the position and work through the next decisions.
03 / Hands-on execution
Deeper diagnosis, turnaround planning and implementation support shaped around your business.
Monthly prices in USD. New access is by request. Support scope and consulting terms are confirmed before enrollment or engagement.
A practical comparison
| Capability | Digital | Digital + Support | Consulting |
|---|---|---|---|
| Financial inputs & source tracking | Included | Included | Scoped to engagement |
| 13-week cash plan & scenarios | Included | Included | Scoped to engagement |
| Action plan & weekly review | Included | Included | Scoped to engagement |
| Guidance interpreting the workspace | Self-directed | Scope agreed with team | Scoped to engagement |
| In-person execution support | Separate engagement | Separate engagement | Involvement agreed |
| Pricing | $999 / month | $1,999 / month | Fee by scope |
Before you begin
Yes. The sample workspace is open without an account. It uses illustrative information, and changes remain within the sample session. You can explore financials, cash planning, action ownership and weekly review.
New workspace access is by request. Contact our team about the plan you are considering. The inquiry form does not enroll you, take payment or connect financial accounts.
It includes the Digital workspace and human guidance around interpreting your position and prioritizing the action plan. The support scope and arrangements are confirmed with our team before enrollment; no particular meeting frequency or response time is implied.
No. The product supports manual entry and a defined CSV format. QuickBooks import requires a configured, authorized connection. Provider availability and onboarding are confirmed before you begin using a live workspace.
Consulting is scoped separately. Fees, involvement, location, timing and responsibilities depend on the engagement and are agreed with you before work starts.
No. Forecasts depend on your assumptions and playbook suggestions need business context. You retain responsibility for decisions and implementation. Legal, tax, insolvency and lending questions belong with qualified advisers.
The next conversation
Start with a conversation about the business and the decisions you are trying to make.
Discuss your business