Priced for where you are. Built for where you're going
CFO guidance, AI-powered bookkeeping, and accurate financials in every plan
No hourly billing
No surprise fees
Predictable monthly billing
Core
Starting at
$999/month
Foundational bookkeeping and reporting for early-stage startups
- CFO guidance, async support & quarterly review
- AI-powered daily bookkeeping
- Monthly close by Day 10
- GAAP-compliant P&L, balance sheet, & cash flow
- Bank & card reconciliation
- Burn rate dashboard
- Receipt matching & documentation
- Tax-ready financials & 1099 prep
- Slack & email support
- QBO/Xero integration
Growth
Starting at
$2,999/month
Finance support, forecasting, and leadership visibility
- Everything in core
- Dedicated startup CFO, included.
- Monthly close by Day 5
- Board deck financial package
- Burn & runway forecasting
- Revenue recognition (ASC 606)
- Department-level reporting
- Accrual accounting & AP/AR
- R&D tax credit documentation
- Benchmarking vs peers
- Named controller, priority Slack
- Stripe, Gusto, Brex, Carta
Strategic
Starting at
Custom plans
Complex operations, deeper CFO support, and advanced reporting
- Everything in growth
- Senior CFO + controller
- Weekly close by Day 3
- M&A and due diligence support
- Multi-entity consolidation
- Custom dashboards & modeling
- Financial modeling & scenario planning
- Multi-state tax nexus management
- Audit preparation & support
- Weekly CFO strategy sessions (60 min)
- Daily reconciliation, predictive burn
- 24/7 escalation path
- Custom integrations & API access
Every plan includes CFO support, scaled to your tier. Additional CFO hours available on any plan at an hourly rate.
Compare plans
Built to scale
The full breakdown of what's included at every tier
Features
Core
$999/mo
Growth
$2,999/mo
Strategic
Custom
Bookkeeping & close
AI-powered transaction categorization
Bank & card reconciliation
Monthly
Weekly
Daily
Monthly close timing
Day 10
Day 5
Day 3
Receipt matching & documentation
AP/AR management
Accrual accounting
Revenue recognition (ASC 606)
Multi-entity consolidation
Reporting & analytics
Financial statements (P&L, BS, CF)
Standard
Investor-ready
Custom
Dashboard access
Basic
Advanced
Enterprise
Burn rate tracking
Basic
Advanced
Predictive
Runway forecasting
Department/project reporting
Custom
Board deck financials
Full package
Benchmarking vs peers
Custom KPI dashboards
Financial modeling & scenarios
CFO & advisory
CFO support
Async + quarterly review
Dedicated CFO
Senior CFO
CFO review cadence
Quarterly
30 min monthly
60 min weekly
Board meeting prep
Financials only
Full support
Fundraise support
Documentation
Strategy + DD
M&A due diligence
Tax & compliance
Tax-ready financials
R&D tax credit documentation
Multi-state nexus tracking
Basic
Full management
Audit preparation
1099 preparation
Support & integrations
Support channels
Email/Slack
Priority Slack
24/7 Priority
Response time
Next business day
Same day
< 4 hours
Dedicated team
Shared
Named controller
Controller + CFO
QBO/Xero
Stripe, Gusto, Brex, Carta
Custom integrations
API access
Add-ons
Available on any plan
Layer on exactly what you need, when you need it
Hourly
$375/hr
Additional CFO hours
Extra advisory time beyond what's included in your plan, billed hourly as needed
Backlog
$500/mo of backlog
Catch-up bookkeeping
Clean up messy historical books so you start with a clean slate.
Annual
From $1,500
Annual tax prep
Federal + state returns, priced by complexity.
Integration
$199/mo
Equity management sync
Carta/Pulley integration for cap table and equity reporting.
FAQ
Common questions
Everything else you need to know before getting started
What's included in AI-powered bookkeeping?
Every plan includes daily automated transaction categorization, bank and card reconciliation, receipt matching, and GAAP-compliant financial statements. Our AI handles the volume while human reviewers ensure accuracy before your books close.
What happens to my data if I leave?
Your financial data is yours. If you decide to leave, we export everything cleanly back to QuickBooks, Xero, or Excel so there's no disruption to your operations.
What accounting software do you support?
All plans integrate with QuickBooks Online and Xero. Growth and Strategic plans add Stripe, Gusto, Brex, and Carta. Strategic plans support custom integrations and API access for your full stack.
Do I get a dedicated person or a rotating team?
Growth plans include a named controller and dedicated CFO partner. Strategic plans add a senior CFO. Core plans use a shared team with consistent point-of-contact for questions.
What if my CFO leaves Fintera?
You're not dependent on one person. If your CFO leaves the network, Fintera matches you with another using the same 8-dimension framework. Your books, models, and board context transfer. You don't start over.
Will I lose control of my numbers?
No. You have real-time access to your books and dashboards. Your CFO reviews and explains the numbers. No black box. No permission needed to see your own finances. Fintera runs the finance function with you, not in place of you.