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Packaging change·Apr 1 → Jul 6, 2025·Q2 2025·Finance & Accounting

Pilot Restructures CFO Services with Enhanced Features and No Price Change, Elevating Value Across All Tiers

PilotPackagingPackage changeFeature change

What changed

Package change

CFO Services section completely restructured with detailed feature lists. Basic tier now includes 'Custom financial model with strategic insights', 'Budget vs actuals variance analysis', 'Scenario planning model', 'Industry-specific KPI dashboard', and 'Monthly call with CFO'. Essentials tier adds 'Cash and runway optimization', 'Investor & board reporting support', 'Basic fundraising and M&A support', and 'Bi-weekly call with CFO'. Custom tier details expanded to include '13-Week Cash Flow Analysis', 'Compensation planning', 'Acquisition and GTM strategy', and 'Weekly calls'. Prices remain unchanged at $1,750/$3,150/$5,250 per month.

Feature change

Core bookkeeping plan enhanced to specify 'Cash- or accrual-based P&L' option (previously 'Monthly P&L'), giving customers explicit accounting method choice

Feature change

Essentials bookkeeping plan clarified to specify 'Cash-based P&L' instead of generic 'Monthly P&L' based on bank and credit card activity

Before and after

Apr 1, 2025 vs Jul 6, 2025
Pulse.
100%
Change 1 of 3 · pricing restructured

CFO Services section completely restructured with detailed feature lists. Basic tier now includes 'Custom financial model with strategic insights', 'Budget vs actuals variance analysis', 'Scenario planning model', 'Industry-specific KPI dashboard', and 'Monthly call with CFO'. Essentials tier adds 'Cash and runway optimization', 'Investor & board reporting support', 'Basic fundraising and M&A support', and 'Bi-weekly call with CFO'. Custom tier details expanded to include '13-Week Cash Flow Analysis', 'Compensation planning', 'Acquisition and GTM strategy', and 'Weekly calls'. Prices remain unchanged at $1,750/$3,150/$5,250 per month.

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