Free
See your numbers clearly
$0
forever
100 credits/mo- CSV & Excel import, auto-mapped
- AI-generated P&L, Balance Sheet & Cash Flow
- ARKLIS Number — health score 0–100
- Daily Digest & live KPI dashboard
Simple, transparent pricing
Less than one hour of a CFO's time.
Every plan starts with the full Professional tier, free for 14 days. No credit card. You choose a plan when the trial ends — not before.
Annual: 2 months free (~17% off)
Core
Owner-operators getting serious
$99
per month
100 credits/mo- Free, plus
- 12-month cash flow forecasting
- Smart Categorization that learns
- Budget Builder with variance alerts
- Transaction Editor, full audit trail
Growth
Established SMBs, $1M+ revenue
$279
per month
350 credits/mo- Core, plus
- Live sync: Plaid, QuickBooks, Stripe, HubSpot, Shopify
- AI Bookkeeper — batch-tag in one click
- 36-month seasonal forecasting
- Anomaly Detection & Guardian Agent
- Receipts, SMS Digest, Month-End Close
Professional
Multi-entity & advisor-grade
$549
per month
900 credits/mo- Growth, plus
- Investor Data Room — always fundraise-ready
- Partner Portal — every client, one view
- Advanced budget scenarios & waterfalls
- Monday.com & ClickUp (coming soon) · custom reports
- Dedicated onboarding · priority chat
Enterprise
An AI workforce, running 24/7
Custom
- Professional, plus
- Autonomous AI Agent, always on
- AI Triage Center — alerts routed to the right people
- Unlimited users & transactions
- Meta & LinkedIn Ads · Amazon & Google Ads (coming soon)
- SLA in writing · dedicated manager · phone
Trials never auto-convert to a surprise charge — we ask before we ever bill you.
Fine print, plainly
Five answers before you ask.
Everything — every plan starts with the full Professional tier, free for 14 days: CFO Assistant, Investor Data Room, Partner Portal, live integrations, and all 900 credits. No credit card. You pick a plan only when it ends.
Pay for 10 months, get 12 — two months free, starting immediately. On Professional that's $1,098 back every year.
Top up any time. Credit packs never expire and roll over month to month.
Yes — the Partner Portal (Professional and Enterprise) gives you one view of every client's health score, runway, and alerts, under one login.
Upgrades are instant; downgrades apply next cycle. Cancel any time — you keep access through the period you've paid for. No partial-period refunds.
Any financial record in ARKLIS — a row from a CSV upload, a bank transaction via Plaid, a Stripe payment, a QuickBooks invoice, a Shopify order, or a scanned receipt. Each one counts once toward your monthly limit.
We don't offer refunds for partial months or partial years. You can cancel at any time to stop future charges — and you'll keep access until the end of the period you already paid for.
See it free for 14 days.
Two minutes to connect. Ten minutes to your first forecast.