One platform. Two ways to use it.Stack only the AI skills you actually need.
Owners get a live CEO dashboard + AI skills. Bookkeepers and CPAs resell the whole thing under their own brand, with volume discounts.
For small business owners
CEO Dashboard plans
Start with a base plan, then stack only the AI skills and add-ons you need.
CEO QuickBooks dashboard
$49/ mo
Live QuickBooks dashboards + 1 AI skill. Everything an owner needs to stop flying blind.
14-day free trial
- Real-time QuickBooks dashboards
- Cash flow, P&L, balance sheet, KPIs
- Daily financial snapshot
- Cost Control AI included
- AI chat — ask anything
- Email support
Pro
$89/ mo
Everything in CEO QuickBooks dashboard + 3 AI skills, weekly action plan, and one associate seat. The most popular plan.
14-day free trial
- Everything in CEO QuickBooks dashboard
- 3 AI skills included (pick any)
- Weekly action plan
- 1 associate workstation
- Unlimited AI chat
- Report generation + export
- Priority email support
- Stack more skills (+$10/mo each)
Base plan
$89/mo
Pro — 3 AI skills included
Stack add-ons
+$30/mo
Example: 3 stacked AI skills ($10 each)
Your total
$119/mo
Only pay for what you need
Add-ons & professional services
Stack on any plan
$89 Pro is your base plan. Everything below is an optional add-on — stack only what you need. Example: Pro + 3 stacked skills = $119/mo total.
White-Label Branding
+$49/ mo
Replace Northwind branding with your firm's logo and company name across the dashboard, generated reports, client-facing emails, and team login pages.
Stacked AI Skill
+$10/ mo
Add any prebuilt AI skill from our library to your plan — cash-flow alerts, AR chasers, expense classifiers, and more.
Custom AI Skill
+$20/ mo
We build a bespoke AI skill tailored to your workflow — your prompts, your data sources, your rules.
Industry Tool Kit
+$20/ mo
Ready-made dashboards, KPIs, and automations tuned for your industry (restaurants, e-comm, trades, clinics, agencies).
Associate Workstation
+$20/ user / mo
Extra seat for a team member. Associates only see work-related views — no payroll, no owner financials.
File Uploads & Analytics
+$15/ mo
Drop in CSVs, PDFs, or bank exports and get instant AI-powered analytics, summaries, and anomaly flags.
View full skill details →
AR Autopilot
+$29/ mo
Automated invoice reminders, dunning emails, and payment-link follow-ups so you get paid faster without lifting a finger.
View full skill details →
Payroll Insights
+$19/ mo
Labor cost vs revenue, overtime alerts, and per-employee profitability — pulled directly from your payroll provider.
View full skill details →
Inventory Pulse
+$25/ mo
Live stock levels, reorder alerts, and dead-stock reports for product businesses on Shopify, Square, or QuickBooks.
View full skill details →
Bilingual EN/ES Pack
+$9/ mo
Full Spanish UI for your team and clients, plus bilingual AI replies in chat, reports, and email summaries.
Cash Flow Forecaster
+$15/ mo
13-week rolling cash projection from your QuickBooks data — see shortfalls before they happen and plan payroll, rent, and tax with confidence.
View full skill details →
Expense Auto-Classifier
+$12/ mo
AI reviews every QuickBooks transaction, suggests the right category, flags duplicates, and learns your chart of accounts over time.
View full skill details →
Bank Reconciliation Assistant
+$19/ mo
Matches QuickBooks transactions to bank feeds automatically, surfaces unmatched items, and cuts month-end close from days to hours.
View full skill details →
Profitability AI
+$15/ mo
Breaks down margin by customer, job, product, or location — pinpoints what's actually making money and what's quietly bleeding cash.
View full skill details →
Tax Prep Checklist
+$14/ mo
Year-round tax-readiness tracker. Flags missing 1099 info, deductible categories, and quarterly estimate reminders pulled from QuickBooks.
View full skill details →
Vendor Intelligence
+$12/ mo
Spot price creep, duplicate vendors, and your top recurring spend. AI ranks vendors by cost trend and flags renegotiation opportunities.
View full skill details →
Budget vs Actuals
+$12/ mo
Compare monthly budgets to live QuickBooks actuals, flag overspending instantly, and get AI explanations for every variance.
View full skill details →
Are you a CPA, bookkeeper, or fractional CFO? See the firm program for white-label + reseller pricing.