Sharpen your instincts.Know every number in your orbit.
Finley understands your cash, runway, and margin, then projects your next quarter with the expertise of the Fortune 500‑caliber CFO. Priced on entities, never on seats.
2 months free on annual
Plans
Compass
1 entity · 1 user
$250/mo
billed monthly · $2,500/year billed annually
Compares to: A fractional controller, from $2,000/mo
For companies from $5M to $10M in revenue
No implementation fee · Live in under an hour
An always‑on, Fortune 500‑caliber Chief Financial Officer, reading the books you already keep.
Reads every bank and ledger account 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.
Delivers a thirteen-week cash forecast that refreshes itself every morning.
Surfaces risks and opportunities before you ask. Nothing to check, nothing to run.
Reads what kind of business you are, then builds your CFO dashboard to match.
Connects to QuickBooks Online and Xero. Live in under an hour.
Clarity
Up to 3 entities
$1,000/mo
billed monthly · $10,000/year billed annually
Compares to: A fractional CFO, from $5,000/mo
For companies from $10M to $50M in revenue
No implementation fee · Live in one hour
The step up from Compass: inventory, item‑level margin, and financing options.
An always‑on, Fortune 500‑caliber Chief Financial Officer plus a top‑tier Commercial Banker.
Proactively surfaces business insights, risks, and opportunities, before you ask.
Reads what kind of business you are, then builds your CFO dashboard to match.
Delivers a thirteen-week cash forecast that refreshes itself every morning.
Tells you what the business is worth, and which levers move the valuation.
Answers the financing question your banker won't: every option, and which one to take.
Supports QuickBooks Online, QuickBooks Desktop, and Xero.
Live in one hour.
Command
10 entities
$2,500/mo
billed monthly · $25,000/year billed annually
Compares to: A full‑time CFO, with a small team, from $35,000/mo
For companies from $50M to $100M in revenue
30-day paid pilot · Credited in full
The step up from Clarity: consolidation, treasury, and scenario planning.
Adds a corporate treasurer, and a public‑company FP&A director at your fingertips.
Consolidates up to ten entities into one set of numbers, eliminations done.
Delivers driver‑based scenario planning — base case, best case, worst case.
Turns idle cash into active yield.
Watches your debt: flags covenant risk and tells you when to refi.
Connects to D365 Business Central, NetSuite, Rillet, Sage Intacct, and others.
Live in two weeks, with our team doing the setup.
One entity equals one set of books
Seat pricing punishes you for sharing information inside your own company. It means the person who most needs to see the numbers is often the person without a login.
Finley prices on legal entities, because entities are what make finance hard. One company with one ledger is a straightforward month. Six companies with intercompany transactions between them is a week of someone’s life, every month, forever.
Compass is a single-operator tier; from Clarity up, users are generous. Bank and data connections are unlimited at every tier. The more of your business Finley can see, the better it works, and we are never going to charge you for showing us more.
A legal entity means a distinct general ledger or a distinct federal tax ID.
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
With Finley
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
The three, side by side | Compass$250/mo, billed monthly | Clarity$1,000/mo, billed monthly | Command$2,500/mo, billed monthly |
|---|---|---|---|
| Monthly | $250 | $1,000 | $2,500 |
| Annual | $2,500 | $10,000 | $25,000 |
| Compares to | A fractional controller, from $2,000/mo | A fractional CFO, $10,000/mo | A full-time CFO with a small team, from $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 | 3 | 10 |
| History | 3 years | 3 years | 5 years |
| Connections | |||
| QuickBooks Online (Simple Start, Essentials), Xero | Included | Included | Included |
| QuickBooks Online Plus & Advanced | Not included | Included | Included |
| Sage Intacct, D365 Business Central, NetSuite, Rillet | Not included | Not included | Included |
| Visibility | |||
| Industry-specific dashboard | Included | Included | Included |
| Forecasting and planning | |||
| 13-week rolling cash forecast | Included | 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 |
| 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 |
Commercial terms
- Annual billing is two months free. Pay yearly, get twelve months for the price of ten.
- Renewal increases are capped at 5% per year.
- Sign a three-year agreement and year-one pricing holds for all three years.
- Monthly plans cancel any time; you are billed through the end of the current month.
- Compass and Clarity each include a 30-day free trial from the day your access opens. Command runs a 30-day paid pilot that credits in full toward an annual contract.
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 |
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 software?
QuickBooks records what happened. Finley reads it — tells you what it means, what's coming in the next thirteen weeks, and what your business is worth. Your accountant closes the month. Finley works between the closes.
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?
Compass and Clarity are both self-serve: connect QuickBooks or Xero and your dashboard populates within the hour. Command takes about two weeks with our team.
What happens when I add an entity?
Compass runs one. On Clarity, you can run up to three. On Command, ten are included and additional entities are $500 a month.
Can I change plans?
Upgrade any time; we'll prorate. Downgrade at renewal.
Your whole structure, read every morning. The next decision made with the numbers already in hand.
