Pricing for senior-analyst-led engagements

Start free. Every prospect gets up to 3 hours of senior-analyst time, delivered as a free P&L audit or free cash flow analysis, your choice. There's no commitment and no software to install. If you'd rather start small and self-serve, QuickBooks ($139/mo) is built for QuickBooks-anchored small businesses with pre-built templates and the Celeste AI analyst. For senior-analyst-led engagements, Foundation starts at $2,500/mo, with Advisory (our most popular tier) and Partnership scoped based on the systems we connect and the level of senior-analyst involvement. Talk to a senior analyst to schedule a free audit.

Up to 3 hours of senior-analyst time, delivered as a real diagnostic, not a sales pitch. You choose the focus: a P&L audit (where margin is leaking, what segments are under-performing, what variances deserve attention) or a cash flow analysis (where cash is getting trapped, what working-capital levers you have). You get a named deliverable (summary of findings plus a working spreadsheet model) and a live walkthrough with the senior analyst. No software installation. No ongoing commitment. It's the easiest way to see how we work before you decide whether to engage.

All three are ongoing senior-analyst-led engagements with SOC 2 Type II, SSO, MFA, and multi-tenant data isolation. Foundation connects your accounting, ERP, CRM, and database systems with the core Celeste AI analyst, plus quarterly senior-analyst business review and pooled analyst support. Advisory (our most popular tier) adds a named senior analyst, monthly business review, close-week on-call support, unlimited new boards and flows built on request, proactive analyst insights, Zero Data Retention AI, automatic PII scrubbing, and Premium/Custom integrations. Partnership adds a dedicated senior-analyst pod, enterprise compliance controls (full RBAC, SAML/SCIM, customer-managed encryption keys, audit log), on-premises or BYOC deployment, and a dedicated customer success manager.

QuickBooks ($139/mo) is the self-serve entry tier for QuickBooks-anchored small businesses that aren't ready for a senior-analyst-led engagement yet. It includes pre-built QuickBooks templates (P&L by segment, rolling cash flow, AR aging, customer profitability, vendor spend, month-end close), the Celeste AI financial analyst with a monthly credit allowance, and self-serve onboarding via Intuit OAuth. There's no senior analyst attached, support is email-only with a 48-hour SLA, and connections are limited to QuickBooks Online. When the business outgrows it, upgrade to Foundation for senior-analyst-led work.

Foundation, Advisory, and Partnership are senior-analyst-led engagements, not SaaS licenses. Each bundles implementation, data modeling, dashboard and workflow build-out, and a senior-analyst team. Pricing reflects the systems we connect, the complexity of your financial model, and the level of analyst involvement. Foundation starts at $2,500/mo; Advisory and Partnership are scoped on a 30-minute call following your free audit. QuickBooks ($139/mo) is the exception, it's a fixed-price self-serve tier for QuickBooks-anchored small businesses.

Every Go Fig engagement is sales-led and includes implementation, data modeling, dashboard and workflow build-out, onboarding, and team training by our senior analyst team. You aren't buying software alone, you're buying the system of record and the senior analysts who build it with you.

We support 100+ data sources including QuickBooks, Xero, NetSuite, Salesforce, HubSpot, and many more. Connect as many sources as you need without per-row charges.

In 2026, we think you should see real value before you commit to anything. A 3-hour senior-analyst diagnosis of your P&L or cash flow is the fastest way to demonstrate how we work, what we'd look at, and how quickly you'd see results. Most prospects who take the free audit go on to engage at Advisory.

AI credits measure your usage of Celeste, our AI analyst. Data syncs, flows, and exports are unlimited, credits only apply to AI features like natural language queries, board generation, and automated insights. Credit volume is scoped into your engagement based on the workflows we build out with you.

Yes. We don't lock you into long-term contracts. Many small businesses start on the QuickBooks tier and upgrade to Foundation when they need senior-analyst-led work; most senior-analyst-led customers start at Advisory. Talk to a senior analyst to discuss.