Starter

Customer performance summaries to help you build your business

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Summary 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

Growth

Data-driven customer insights for businesses that want to keep customers and grow faster

$95/month

Try for Free

Get 60% discount

Summary 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

Expansion

Scalable and automated customer insights for growing mid-sized businesses

$195/month

Try for Free

Get 60% discount

Summary 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.