The Advisor Plan is designed for accountants, Fractional CFOs, CPA firms, bookkeepers, consultants, and other business advisors who provide budgeting, forecasting, and financial planning services to multiple clients.
With one Advisor account, you can manage as many client companies as your firm needs. Each client maintains its own budgeting and forecasting model while you manage them all from a single account.
Whether your clients are small businesses, nonprofits, franchises, or multi-entity organizations, the Advisor Plan is built to help you deliver professional financial planning and advisory services at scale.
