Free
Customer performance summaries to help you build your business
$0/month
Start NowSummary Reports
Sales & Cash Trends
Customer LTV, Sales & Payment Summaries
Customer & Revenue Retention
Collections risk and KPIs
Individual Customer LTV & Sales Trends
Individual Customer Payment Risk
Product pricing analysis (beta)
Sync with HubSpot
Sync with Salesforce (beta)
QuickBooks Online
QuickBooks Desktop & Enterprise
Sage Intacct
Xero
Plus
Data-driven customer insights for businesses that want to keep customers and grow faster
$95/month
Try for FreeSummary Reports
Sales & cash trends
Customer LTV, Sales & Payment Summaries
Customer & Revenue Retention
Collections Risk and KPIs
Individual Customer LTV & Sales Trends
Individual Customer Payment Risk
Product Pricing Analysis (beta)
Sync with HubSpot
Sync with Salesforce (beta)
QuickBooks Online
QuickBooks Desktop & Enterprise
Sage Intacct
Xero
Max
Scalable and automated customer insights for growing mid-sized businesses
$195/month
Try for FreeSummary Reports
Sales & cash trends
Customer LTV, Sales & Payment Summaries
Customer & Revenue Retention
Collections Risk and KPIs
Individual Customer LTV & Sales Trends
Individual Customer Payment Risk
Product Pricing Analysis (beta)
Sync with HubSpot
Sync with Salesforce (beta)
QuickBooks Online
QuickBooks Desktop & Enterprise
Sage Intacct
Xero
Wholesale Pricing Available for Partners
Give clients more visibility into their business and peace of mind.
Grow your advisory services and value while scaling & lowering overhead expenses.