Pricing

You post a question to your board and an expert replies in writing, in full, within one business day — usually sooner. It is deliberately not a live chat: answers are considered, they reference your real numbers, and they stay written down so you can come back to them. That is also why it costs a fraction of an advisor on retainer.

The software is identical. Advisory adds a person: an expert who works inside your account, sees your real numbers, and answers your questions in writing. Solo is for people who would rather work through it themselves.

Most of what an outside advisor bills for is getting to the numbers: collecting statements, cleaning up the books, and rebuilding a model before any advice starts. Your numbers already live in the platform, so Joao's time goes to judgment instead. Advisory spots are capped, so a 24-hour reply stays a promise we can keep. At market rates, $499 gets you less than two hours with an advisor. Here, your first month gets you a 1-hour walkthrough plus a month's worth of questions answered. Don't take our word on the rate: check it yourself.

When you want the work done with you rather than reviewed after. Advisory answers your questions in writing; Partner puts an advisor in a working session with you every week and builds and maintains the statements and the model alongside you. This makes the most sense when you're preparing to apply for a loan, raise money, or take on a big risk and need expert support. The hours — and so the price — are agreed with you up front.

Yes. Sessions are $99 for 30 minutes or $198 for an hour, at the same price on any paid plan. Many people start there.

The first session you book is guaranteed. If it doesn't deliver value, tell us within 7 days and we'll refund it — once per customer, on the first session you attend. Many people start with a $99 half-hour before deciding about Advisory.

Yes, and it isn't a trial. Your Freedom Number — what your business has to pay you, after tax, for the life you want — is free forever. So is bringing your books in (one upload a month, with a retry, or typed by hand), seeing where you stand, and your scorecard against your industry. You also get to try each tool once: one long-term plan for the business and one strategy for this quarter. A paid plan adds the deeper analysis, the finished projections, and every strategy. Everything you build carries over when you upgrade.

Between Solo and Advisory, anytime and in either direction, from your subscription settings — an upgrade applies immediately and is prorated, a downgrade takes effect at the end of the period you have already paid for. Partner is arranged with us directly. Everything you have built carries over either way.

Yes — that is the point. They work inside your account on your real numbers, which is what makes the advice specific rather than generic. You can see exactly who has access from your account settings, and revoke it at any time.

We offer a 7-day money-back guarantee on your first subscription — either plan, monthly or annual. Email us within 7 days of that first payment and we'll refund you in full, no questions asked.

All industries. The platform is built around financial mechanics that hold whatever you sell.