Financial Services Pricing
Financial Services
Pick What You Need.
Pay Only For What You Use.
Modular pricing for startups. Choose the services you need today and add more as you grow.
Onboarding
Onboarding complexity assessed during your free discovery call. Factors: Business stage, months of data backlog, number of bank/payment/payroll accounts, and reporting requirements. Typically completed in 2-6 weeks
Essentials
$250
Pre-seed / new startups with clean books. 1–2 integrations (e.g., bank + QBO). No historical cleanup. Basic team walkthrough.
Standard
$750
Seed-stage with 6–12 months of existing data. 3–4 integrations (bank, payroll, payment processor, expenses). Payroll migration, reporting templates, process docs.
Complex
$1,500
Growth-stage with 12+ months of historical cleanup. 5+ integrations. Multi-entity or multi-province setup. SaaS metrics config, CFO dashboard build, full team training.
Enterprise
Custom
Series A+ with complex cap tables, investor reporting frameworks, data room setup, audit-readiness prep, legacy system migration. Scoped during the discovery call.
All pricing is in CAD and exclusive of tax.
Why Modular Beats Bundled
| Old Bundled Model | New Modular Model |
|---|---|
| You pay for services you do not use | You pay only for what you need |
| Confusing tier jumps ($200 to $800) | Gradual, predictable cost scaling |
| One-size-fits-all scope | Custom-fit per startup stage and need |
| Discount buried in bundle value | Clear 10% multi-module discount |
What Founders Actually Pay
These are real-world scenarios. Your package will be custom to your needs.
Scenario A
Pre-Seed / Solo Founder (3 employees)
Clean, flat monthly pricing. Bookkeeping and payroll fully handled.
Scenario B
Seed-Stage Startup (8 employees)
Four modules with 10% multi-module discount.
Scenario C
Series A–Ready (15 employees)
Full financial operations with dedicated CFO.