Then the real work starts, and we do it together: your entities, your chart of accounts, your existing Excel model, your reporting pack. That's the onboarding dossier.
Book a call→No vague onboarding period: every week has its own result, and at the end you know exactly what you have.
One-off cost per plan. You get the figure in the call, before you decide.
Developing real estate? Here too a one-off onboarding dossier, matched to your portfolio. See pricing for real estate development →The onboarding dossier has a fixed scope with a fixed end. No access that quietly extends, no extended trial period at entry pricing. You see your own figures running in the system, and that's when you decide. The subscription only starts after that decision, never before.
Anyone starting on Cash doesn't need to go through the full onboarding dossier. A guided start of two sessions: we set up your connections and categories together, and after that you're on your own. One-off cost, far lighter than the full onboarding dossier.
See the Cash plan →Guiding a budget round, helping build the bank dossier, a short monthly check-in: that's possible, in partnership with a number of firms we work with. This happens by arrangement and is separate from your subscription.
For advisers and firms→