Essential
For small nonprofits doing their own books
$79/month
- 1 QuickBooks Online company
- Board KPIs, GL detail, CPA cleanup queue
- Nightly auto-sync
- 1 finance seat · 1 CPA seat
- Unlimited board view-only users
- Email support
Pricing
Built for nonprofits, priced for the firms that serve them.
Flat monthly pricing per organization. No per-user, per-account, or per-transaction fees. Nightly sync on every plan. Real-time refresh available as an add-on.
For nonprofits
Per-organization pricing
Each plan includes the full dashboard for one QuickBooks Online company.
FinanceOps
Most popularFor nonprofits with a finance lead, a CPA, and a board
$149/month
- Everything in Essential
- Bank + credit-card reconciliation views
- Budget vs Actuals tab
- Cashflow forecast + 12-month history
- Vendor + A/P aging breakdown
- Payroll roll-up
- 3 finance seats · 2 CPA seats
Advanced
For larger or multi-program nonprofits
$249/month
- Everything in FinanceOps
- Multi-program / multi-fund workflow
- Advanced exports + custom report templates
- Priority onboarding
- Up to 2 QBO connections
- 5 finance seats · 3 CPA seats
Need three or more QBO companies under one parent — national networks, multi-location chapters, fiscal sponsors? Contact us for a multi-entity quote →
For CPA firms, accountants, bookkeepers
Base + per-client pricing
Manage all your nonprofit clients in one portal. Scales with your practice.
Advisor tiers ship after public launch. The multi-client firm portal (one login across all your nonprofit clients, firm-level audit log, cross-engagement cleanup queue) is on the post-launch roadmap. Today, each nonprofit signs up on their own (Essential or FinanceOps tier) and invites your audit team into their tenant. Sign up for the Advisor early-access list at contact.
Advisor Starter (Coming soon)
For CPA practices with 1–5 nonprofit clients
$99/month base
- + $49 per client / month
- Per-client tenant URL with role-based access
- Full FinanceOps dashboard for each nonprofit client
- CPA cleanup queue across all clients
- Read-only audit log per client
Advisor Growth (Coming soon)
Most commonFor nonprofit-focused practices, 6–24 clients
$199/month base
- + $39 per client / month
- Everything in Starter
- Bulk client onboarding
- Priority onboarding for new clients
- Concierge QBO connection setup
Advisor Scale (Coming soon)
For firms with 25+ nonprofit clients
$399/month base
- + $29 per client / month
- Everything in Growth
- Dedicated CSM contact
- Quarterly firm-level reviews
- Custom add-on quoting
How the Advisor pricing works. Each firm pays a flat monthly base for the portal and the client-switcher UI — plus a per-client rate that includes the full FinanceOps-tier dashboard for each nonprofit client you manage.
Example. An Advisor Growth firm with 12 nonprofit clients pays $199 base + $39 × 12 = $667/month. Each of those 12 nonprofits gets the full FinanceOps dashboard at no additional cost to them.
Add-ons
Available on any plan
Quoted against your specific needs, not a one-size-fits-all sticker.
Onboarding + COA mapping
$1,000–$10,000 one-timeWe map your chart of accounts to canonical categories, review your first nightly sync, and verify Pillars-style parity against your QBO Profit & Loss. Complexity-quoted based on your books.
Additional QBO entity
$59–$99 / entity / monthIf your plan limit is one or two QBO companies and you need more, add entities at a flat per-entity rate. Volume-quoted at 5+ entities.
Real-time refresh
Custom quoteBase plans sync nightly. If your team needs sub-day refresh for live cashflow or treasury work, we configure higher-frequency sync per organization.
Consolidated board packet
Custom quoteFor nonprofits with multiple QBO companies or for CPA firms producing cross-client rollups. We design the report template, you get a one-click consolidated PDF.
Seats per direct plan
Who gets a login
Board view-only users are always unlimited — anyone you invite with the board-only role reads your KPIs without using a seat.
Plan | Owner | Finance | CPA | Board view-only |
|---|---|---|---|---|
| Essential | 1 | 1 | 1 | Unlimited |
| FinanceOps | 1 | 3 | 2 | Unlimited |
| Advanced | 1 | 5 | 3 | Unlimited |
On Advisor plans, every nonprofit client tenant inherits the FinanceOps seat structure (1 / 3 / 2) by default; firm-level users (firm admin, firm member) are separate and unlimited across all clients you manage.
Have questions before you commit?
Book a 20-minute walkthrough — we'll show you the demo, map your chart of accounts on screen, and quote you a price for your specific setup.