Pricing
One product. Three sizes.
Every plan includes the full product, with no feature gating. Pick the tier that matches how many client companies you run finance for.
Plans
Solo
$149/ month
For a practice bringing its first client books onto one system.
Up to 5 connected clients
- QuickBooks Online sync with continuous updates
- Monthly reporting packages with reviewed AI commentary
- 13-week cash flow forecasts with versioned adjustments
- Alerts, email digests, and a full audit trail
Recommended
Practice
$299/ month
For the working fractional CFO with a full client roster.
Up to 15 connected clients
- QuickBooks Online sync with continuous updates
- Monthly reporting packages with reviewed AI commentary
- 13-week cash flow forecasts with versioned adjustments
- Alerts, email digests, and a full audit trail
Firm
$499/ month
For firms running finance for many companies at once.
Unlimited connected clients
- QuickBooks Online sync with continuous updates
- Monthly reporting packages with reviewed AI commentary
- 13-week cash flow forecasts with versioned adjustments
- Alerts, email digests, and a full audit trail
Every plan includes everything
There is no feature gating. The only difference between plans is how many client companies you can connect.
- QuickBooks Online sync with continuous updates
- Portfolio dashboard with per-client health flags
- Monthly reporting packages with reviewed AI commentary
- 13-week cash flow forecasts with versioned adjustments
- Configurable alerts with daily email digest
- Audit trail on every sync, draft, edit, and finalization
Pricing questions
How does billing work today?
Paid plans are billed by direct invoice while self-serve checkout is being built. You agree to a plan, we invoice you; nothing is ever charged without your explicit agreement, and no card details pass through the product today.
What counts as a connected client?
A client company whose QuickBooks is connected to AboveBoard. The limit is enforced in the application when you add clients; reports, forecasts, and alerts never count against anything, and removing a client frees the slot.
Can I change plans, and what happens at my client limit?
You can move between plans at any time; just tell us. At your plan’s limit, adding another client requires the next tier. There are no overage charges.
Can I cancel? What about refunds?
You can cancel at any time by email; self-serve cancellation ships with checkout. Your first payment has a 30-day money-back guarantee, full refund, no questions. After that, monthly plans run through the end of the paid period with no partial-month refunds, and annual plans refund the unused whole months. Annual plans renew automatically, with an email notice at least 30 days before each renewal. The full terms are in section 6 of the Terms of Service.
Would you rather start free?
A small group of fractional CFOs gets 6 months of free access as design partners, starting the day they connect their first client, in exchange for honest feedback. After the free term they pay the published price, and that price never increases for them. Read about the design partner program.