Pricing
Explicit limits. No 'unlimited' fine print.
Free pilot accounts today — no card, no charges. Billing, final plan limits, the 30-day money-back guarantee, and self-serve cancellation all arrive at launch.
Essentials
$49.99/mo
The monthly check-up. Statements and trial balance reviewed, core errors caught, one clear report.
- 1 entity
- 1 full report run / month
- Financial-statement + trial-balance analysis
- Core bookkeeping checks (limited GL volume)
- High-confidence journal-entry proposals
- Basic period comparisons
- Run-rate cash & forecast view
- PDF report
- Owner account
Controller
$149.99/mo
The full review. Connect QuickBooks Online directly — every transaction analyzed, bank and card activity reviewed, entries ready to import.
- 1 entity
- Direct QuickBooks Online connection — no manual exports
- 3 report runs / month
- Full general-ledger analysis
- Bank & credit-card review
- Advanced bookkeeping checks
- Full JE worksheet + QBO-importable export
- Rolling 12-month analysis + 12-month base forecast
- Trailing 12 months of history requested — trends need history; QBO connection pulls it automatically
- 1 KPI template
- Owner + bookkeeper collaboration
- PDF + spreadsheet exports
- Priority RISE referral
CFO Advisor
List price $299 per month, currently $199.99/mo
The full CFO experience. Scenarios, custom KPIs, board summaries, and source-grounded Ask KAM.
- 1 entity
- Direct QuickBooks Online connection — no manual exports
- 4 report runs / month
- Everything in Controller
- Rolling 24-month analysis
- Trailing 24 months of history requested — trends need history; QBO connection pulls it automatically
- Base, upside & downside scenarios
- Customizable KPI pack
- Owner + bookkeeper + advisor collaboration
- Source-grounded Ask KAM allowance
- Fraud-analytics screen — Benford's Law digit testing across the full ledger
- Board / executive summary
- Preferred RISE diagnostic handoff
Pilot pricing. KAM is in pilot: create a free account today — no card, no charges. Plan limits shown are pilot targets and finalize at launch. RISE Consulting Group clients: ask your engagement contact for a partner code.
Trend metrics need history. True CFO-level analysis depends on prior periods. Controller requests a trailing 12 months of data and CFO Advisor a trailing 24 — the QuickBooks Online connection pulls history automatically, and manual uploads should include prior-period trial balances and general-ledger exports. With less history, KAM limits itself to current-period diagnostics and says so plainly in the report.
What subscriptions never include: human CFO review. KAM is software. When a finding deserves a professional, the report says so and RISE Consulting Group offers separately scoped diagnostic engagements — see professional limitations. “Priority RISE referral” means Controller and CFO Advisor subscribers get fast-track intake with RISE — human services are always separately contracted.
Fair limits: file size, ledger volume, report runs, and Ask KAM usage are capped per plan so quality stays high for everyone. When you hit a cap, KAM tells you plainly and shows the next tier — no silent throttling.