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Ideal for: Established businesses with complex needs (500+ transactions/month)
Everything in Professional, plus:
Unlimited account reconciliations
Multi-entity or multi-location support
Advanced cash flow management with 12-month forecasting
Weekly or on-demand financial reviews
Fractional controller services
Budget vs. actual analysis with variance reporting
Custom dashboard development
Annual business plan financial modeling
Strategic advisory services (4 hours/month included)
Priority phone support with 4-hour response time
Dedicated account manager
Ideal for: Established businesses with complex needs (500+ transactions/month)
Everything in Professional, plus:
Unlimited account reconciliations
Multi-entity or multi-location support
Advanced cash flow management with 12-month forecasting
Weekly or on-demand financial reviews
Fractional controller services
Budget vs. actual analysis with variance reporting
Custom dashboard development
Annual business plan financial modeling
Strategic advisory services (4 hours/month included)
Priority phone support with 4-hour response time
Dedicated account manager