Pricing

Priced per firm. Not per seat.

Your bill scales with the client files you manage — never with the size of your team or how many clients log in. Add companies as you grow; keep every staff member and every client portal user free.

Starter
$149/ mo
billed monthly
Up to 5 connected companies
  • Dashboard & Financial Reports (P&L, Balance Sheet, Cash Flow Statement)
  • Budget & Forecasting
  • Data Import (QuickBooks & Xero)
  • PDF / Excel Export
  • Client Portal
Join the waitlist
Pro
$799/ mo
billed monthly
Up to 50 connected companies
+$15 per company / month above 50
  • Everything in Growth, plus:
  • Full Business Operating System: Scorecard, Rocks, To-Dos, Issues, Meetings, Accountability Chart, V/TO, Headlines
  • Multi-Entity Consolidation
Join the waitlist

Every plan includes unlimited staff users and unlimited free client portal access. 20% off when billed annually. 7-day free trial — all features unlocked, up to 3 companies, no credit card.

Every feature, side by side

Full plan comparison

FeatureStarterGrowthPro
Reporting
Dashboard & Financial Reports (P&L, Balance Sheet, Cash Flow)
Budget & Forecasting
Data Import (QuickBooks & Xero)
PDF / Excel Export
Client Portal
Analysis & Modeling
Financial Analysis (Breakeven, Forecast, What-If Modeling)
White-Labeling
Cash Flow
13-Week Cash Flow Forecast
All Cash Flow Tools
Operating System
Scorecard, Rocks, To-Dos, Issues, Meetings, Accountability Chart, V/TO, Headlines
Multi-Entity Consolidation
Platform
Connected companies51550 +$15/co
Unlimited staff users
Unlimited free client portal users
QuickBooks & Xero
7-day free trial (no card)
20% off billed annually
The fine print, in plain language

No surprises

What counts as a company?

One “company” is one connected QuickBooks Online or Xero file. Your plan’s limit is how many of those files you can have connected at once — not how many people use ModlOS.

How the free trial works

7 days, every feature unlocked, up to 3 companies, and no credit card. Explore the full platform with your own data before you decide on a plan.

Questions

Straight answers

Comparing tools?

See how ModlOS stacks up.

Weighing ReachReporting or Cash Flow Story? We’ve done the honest side-by-side — including where each one might fit better.

Compare ModlOS →

Try the whole platform free for 7 days.

All features unlocked, up to 3 companies, no credit card. Pick a plan when you’re ready — or don’t, and your account simply pauses.