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.
- Dashboard & Financial Reports (P&L, Balance Sheet, Cash Flow Statement)
- Budget & Forecasting
- Data Import (QuickBooks & Xero)
- PDF / Excel Export
- Client Portal
- Everything in Starter, plus:
- Financial Analysis (Breakeven, Forecast, What-If Modeling)
- White-Labeling
- 13-Week Cash Flow Forecast
- All Cash Flow Tools
- Everything in Growth, plus:
- Full Business Operating System: Scorecard, Rocks, To-Dos, Issues, Meetings, Accountability Chart, V/TO, Headlines
- Multi-Entity Consolidation
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.
Full plan comparison
| Feature | Starter | Growth | Pro |
|---|---|---|---|
| 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 companies | 5 | 15 | 50 +$15/co |
| Unlimited staff users | ✓ | ✓ | ✓ |
| Unlimited free client portal users | ✓ | ✓ | ✓ |
| QuickBooks & Xero | ✓ | ✓ | ✓ |
| 7-day free trial (no card) | ✓ | ✓ | ✓ |
| 20% off billed annually | ✓ | ✓ | ✓ |
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.
Straight answers
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.
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.