Pricing
Choose how much financial support your business needs
Start with the Free Business Checkup. Add ongoing books and reports with Lite or deeper CFO Lens guidance with Professional. For multiple companies, countries, or a more complex operating setup, contact Sales. Prices are in CAD.
Plans for every level of support
Choose the support level that fits your work
Start with the Free Business Checkup, add ongoing books and reports with Lite, or get deeper CFO Lens guidance with Professional. For multiple companies, countries, or a more complex operating setup, contact Sales.
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 company included
- 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
- 1 company included
- Tax-efficiency and operating prompts for review
- Priority review list and CPA handoff notes
Need a more complex setup?
If you work across multiple companies, countries, or operating structures, tell us what you need and we will help you find the right next step.
See the FAQ for monthly credit timing, company capacity, 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 financial management option that fits the work.
Free starts with one company. Choose Lite or Professional for ongoing books, deeper CFO guidance, or a Canada Tax package; contact Sales for a more complex setup.