A fractional CFO costs $2,000–$8,000/month. A bookkeeper costs $200–$500 but just records transactions.
FinSight gives you CFO-quality insight at bookkeeper pricing — starting at $197/month.
Starter
or $177/mo billed annually (save 10%)
Best for micro-businesses just getting started with financial clarity.
Growth
or $357/mo billed annually (save 10%)
Full 6-page CFO Report. Best value. Our primary recommendation for most businesses.
Premium
or $627/mo billed annually (save 10%)
For clients who want hands-on strategic guidance alongside the monthly report.
Secure read-only QuickBooks accessNo contracts, cancel anytime30-day satisfaction guarantee
Every detail, side by side.
| Feature | Starter | Growth★ Popular | Premium |
|---|---|---|---|
| Core Report | |||
| Monthly CFO Report (PDF) | |||
| P&L narrative (plain English) | |||
| Cash flow snapshot | Basic | Full | Full |
| Cash flow forecast | 60-day | 60-day | |
| Email delivery | |||
| Client portal access | |||
| Analysis & Insights | |||
| KPI dashboard | 2 metrics | 5 metrics | 5 + custom |
| Anomaly alerts (>15% swings) | |||
| CFO recommendations | 3 per month | 3 per month | |
| Industry benchmarking | |||
| Custom KPIs on request | |||
| Support & Strategy | |||
| Q&A support | Reply-to-report | Priority same-day | |
| Strategy calls | Annual only | Annual only | Quarterly + Annual |
| White-glove onboarding | |||
| NDA available | |||
If your first report doesn't give you at least one genuinely useful financial insight, we'll refund your first month — no questions asked. We're confident enough in the product to back it up.
Everything you need to know before you sign up.
Yes — month-to-month subscriptions with 30-day notice. No contracts, no lock-in. We want you to stay because the reports are valuable, not because you're trapped.
Yes. Prepay annually and save 10% on any plan. Starter drops to $177/mo, Growth to $357/mo, Premium to $627/mo. Reach out to arrange annual billing.
Never. We request read-only accountant access through QuickBooks Online's built-in accountant invite system. You approve with a click. We can only read data — we cannot make any changes, create transactions, or access bank credentials.
A professionally formatted PDF report (6 pages on Growth and Premium, 3 pages on Starter) delivered to your inbox by the 3rd of the month. You'll also see it in your FinSight client portal. Each report covers the prior calendar month.
Your bookkeeper records and categorizes transactions — that's backward-looking compliance work. FinSight analyzes what those numbers mean: spots anomalies, forecasts your cash flow, and gives you specific recommendations. Most of our clients already have a bookkeeper.
More questions? See the full FAQ or book a free demo — we'll answer everything.