Stop GuessingStart Knowing

Put the numbers behind your instincts. Finley understands your market, industry, and goals and can project your next quarter with the accuracy of a full finance team.

MonthlyAnnual

2 months free on annual

Clarity

1 entity

$250/mo

Compares to: A fractional controller, at 8× the price

An always‑on, Fortune 500‑caliber Chief Financial Officer, reading the books you already keep.
Reads what kind of business you are, then builds your dashboard to match.

Compass

3 entities

$1,000/mo

Compares to: A fractional CFO, at 10× the price

Knows your thirteen-week cash position, and keeps knowing it without being asked.
Shows margin by order, item, and customer, so you know which business is worth taking.

Book a Demo

Command

10 entities

$2,500/mo

Compares to: A full‑time CFO with a small team, at 14× the price

Tracks your annual operating budget, with variance against the board‑approved plan.
Delivers driver‑based scenario planning — base case, best case, worst case.

Let's talk

Clarity

1 entity

$250/mo

Compares to

A fractional controller, at 8× the price

For companies from $5M to $10M in revenue

No implementation fee · Live in under an hour

Know where you are. Get a fresh read every morning: your revenue, cash, payables, receivables, and margins.

An always‑on, Fortune 500‑caliber Chief Financial Officer, reading the books you already keep.

Reads what kind of business you are, then builds your dashboard to match.

Reads your ledger every morning, so your cash position is current before the first call of the day.

Shows revenue, gross margin, and net margin trended over time, and tells you the month the trend turned.

Tells you what you are owed, who is slow to pay, and which customers you have come to depend on.

Tells you what you owe and the week it lands.

Connects to QuickBooks Online (Simple Start and Essentials), QuickBooks Desktop Premier and Enterprise, and Xero.

Live in under an hour.

Compass

3 entities

$1,000/mo

Compares to

A fractional CFO, at 10× the price

For companies from $10M to $50M in revenue

Book a Demo

No implementation fee · Live in one hour

Know where you’re going. Everything in Clarity, plus the expertise of a top‑tier Banker.

Knows your thirteen-week cash position, and keeps knowing it without being asked.

Shows margin by order, item, and customer, so you know which business is worth taking.

Reads your goods, not just your cash: inventory turns, days on hand, and the stock that stopped moving.

Answers financing questions better than your banker does: gives you every option, and recommends which one to take.

Tells you what the business is worth, and which levers move the valuation.

Connects to every QuickBooks Online plan, QuickBooks Desktop Premier and Enterprise, Epicor Eclipse, Epicor P21, and others.

Live in one hour.

Command

10 entities

$2,500/mo

Compares to

A full‑time CFO with a small team, at 14× the price

For companies from $50M to $100M in revenue

Let's talk

30-day paid pilot · Credited in full

Manage your entire business. Everything in Compass, plus the expertise of a Financial Planning & Analysis (FP&A) Director and a Corporate Treasurer.

Tracks your annual operating budget, with variance against the board‑approved plan.

Delivers driver‑based scenario planning — base case, best case, worst case.

Watches your debt: flags covenant risk and tells you when to refi.

Builds an exit readiness plan you execute against: the gap to your target number, normalized EBITDA, and the diligence a buyer will ask for.

Turns idle cash into active yield.

Connects to D365 Business Central, Manhattan, NetSuite, Rillet, Sage Intacct, and others.

Live in two weeks, with our team doing the setup.

One entity equals one set of books

We price on legal entities, because entities are where finance gets hard. One company on one ledger is a light lift. Six companies with transactions running between them is a week of someone’s life, every month, forever.

Branches or plants follow the same rule. Eight of them reporting into one ledger are one entity. Eight keeping their own books are eight, and consolidating them is the work — which is what Command is for.

Clarity is built for a single operator. Above it, the seat count is a ceiling you should never reach: ten on Compass, twenty-five on Command. Data connections are unlimited at every tier, because the more of your business Finley can see, the better it works.

A legal entity means a distinct general ledger or a distinct federal tax ID. A branch or plant with its own books counts as one; those rolling into a shared ledger do not.

Most middle-market companies run in what we call the Operator’s Fog.

The gap between what is happening in your business and what your finance function can see clearly enough to act on. That gap closes the day Finley reads your books.

In the fog

A pricing decision made without knowing your true cash position.

With FinleyCash across every entity, read this morning, before the call.

A major vendor payment approved without knowing it lands in payroll week.

With FinleyThe overlap flagged before you approve, with the week it hits.

A cash shortfall discovered when it is already a problem.

With FinleyThe shortfall named while it is still a planning issue, thirteen weeks out.

Finley does not wait for the books to close to tell you what is happening. It tells you now, in plain language, the way a CFO would at your Monday briefing.

The three, side by side

Monthly

Compares to

Revenue range

Legal entities

Users

History

Connections

QuickBooks Online (Simple Start, Essentials)

Xero

QuickBooks Online (Plus & Advanced)

D365 Business Central, NetSuite, Rillet, Sage Intacct

Visibility

Industry-specific dashboard

Forecasting and planning

13-week rolling cash forecast

Annual operating budget with variance to plan

Plan versus forecast, across entities

Inventory and margin

Inventory turns, days on hand, dead stock

Exit

Valuation with value-driver scorecard

Exit readiness plan

Multi-entity

Consolidation with eliminations

Onboarding and support

Time to live

Implementation fee

Trial

Feature comparison across Clarity, Compass, and Command
The three, side by side	Clarity	Compass	Command
Monthly	$250	$1,000	$2,500
Compares to	A fractional controller, at $2,000+/mo	A fractional CFO, at $10,000+/mo	A full-time CFO with a small team, at $35,000+/mo
Revenue range	$5M–$10M	$10M–$50M	$50M–$100M
Legal entities	1	Up to 3, viewed separately	10 included, up to 15
Users	1	10	25
History	3 years	3 years	5 years
Connections
QuickBooks Online (Simple Start, Essentials)	Included	Included	Included
Xero	Included	Included	Included
QuickBooks Online (Plus & Advanced)	Not included	Included	Included
D365 Business Central, NetSuite, Rillet, Sage Intacct	Not included	Not included	Included
Visibility
Industry-specific dashboard	Included	Included	Included
Forecasting and planning
13-week rolling cash forecast	Not included	Included	Included
Annual operating budget with variance to plan	Not included	Not included	Included
Plan versus forecast, across entities	Not included	Not included	Included
Inventory and margin
Inventory turns, days on hand, dead stock	Not included	Included	Included
Exit
Valuation with value-driver scorecard	Not included	Included	Included
Exit readiness plan	Not included	Not included	Included
Multi-entity
Consolidation with eliminations	Not included	Not included	Included
Onboarding and support
Time to live	Under one hour	One hour	Two weeks
Implementation fee	None	None	$5,000
Trial	30 days, free	30 days, free	30-day paid pilot, credited in full

Key rowsEverything

All terms on one page

Commercial terms

Clarity and Compass each include a 30-day free trial.
Monthly plans can be cancelled any time; you are billed through the end of the current month.
Annual plans get twelve months for the price of ten.
Sign a three-year agreement and the pricing holds for all three years.

Custom integrations

Running something we don't connect to yet? We'll build it.

	Setup	Monthly
Mapped Export Connectorwe ingest and map a scheduled export from your system	$5,000	$250
Native API Connectorfull integration against your system's API	$20,000	$500

The rates above apply to systems beyond the ones we already connect to. Command includes one Mapped Export Connector on an annual contract.

Enterprise-grade security, startup speed.

Your financial data deserves the same protection as Fortune 500 companies.

YOUR DATA, YOUR RULES

You own and control all your financial data

Export anytime, delete anytime

No vendor lock-in, ever

TRANSPARENT PRIVACY

Your financial data is never sold

Clear, readable privacy policy

You approve every connection to your books

ENTERPRISE SECURITY

AES-256 encryption at rest and in transit

Role-based access control on every account

Read-only access to your ledger, never write-back

Questions

How is this different from my accounting or ERP software?

Accounting/ERP systems were built “by accountants, for accountants.” They record what happened in the past. Their language is GAAP accounting rules. Your accountant closes the month for tax purposes.

Finley was thoughtfully designed “by operators, for operators.” Finley is the Fortune 500‑caliber CFO that helps you increase your revenue, profit, and company value. Finley tells you what the ledger actually means, what’s coming in the next thirteen weeks, and what your business is worth if you wanted to sell it.

Do I need to switch systems?

No. Finley connects to what you already run.

What if you don't connect to my system?

We'll build it. See custom integrations above — most take a few weeks.

Why is it priced by legal entity?

Because that’s what makes finance hard. See "One entity equals one set of books" above.

What counts as a legal entity?

A distinct general ledger or a distinct federal tax ID.

How long does setup take?

Clarity and Compass are both self-serve: connect your books and your dashboard populates within the hour. Command takes about two weeks with our team.

What happens when I add an entity?

Clarity runs one. On Compass, you can run up to three. On Command, ten are included and additional entities are $500 a month.

I run multiple branches or plants. How many entities is that?

Count ledgers, not buildings. Branches or plants reporting into one general ledger are one entity; those keeping their own books are one entity each, and at that point consolidation is the work — which is Command.

Can I change plans?

Upgrade any time; we'll prorate. Downgrade at renewal.

Stop GuessingStart Knowing

Plans

Clarity

Compass

Command

Clarity

Compass

Command

One entity equals one set of books

Most middle-market companies run in what we call the Operator’s Fog.

The three, side by side

Connections

Visibility

Forecasting and planning

Inventory and margin

Exit

Multi-entity

Onboarding and support

The three, side by side

Commercial terms

Custom integrations

Enterprise-grade security, startup speed.

Questions