Choose the level of CFO support your business needs.
Every plan starts with the CFO Forecast AI financial platform — bringing together your historical financial performance, forward-looking forecast, CFO Management Pack and AI-powered analysis in one private financial workspace. Then choose how much human CFO support you need.
Included in the CFO Forecast AI platform
Your financials. Your forecast. Your CFO pack. Your AI CFO. Your decisions.
You're choosing the level of service around a complete CFO financial-management platform — not a dashboard.
01
Understand
Historical actuals and financial performance.
02
Forecast
Rolling 12-month financial forecast.
03
Compare
Actual vs Forecast and variance analysis.
04
Report
Automated CFO Management Pack.
05
Ask
AI CFO grounded in the company's authorised financial data.
06
Explore
Scenario capability according to plan.
Platform → Advisory → Fractional CFO
Three levels of CFO support
Automated financial control, then CFO guidance, then an ongoing strategic CFO partnership.
Tier 1 · Platform
Automated CFO Platform
£149 – £249/ month
The technology works for you.
Primarily self-service: forecasting, reporting, AI CFO and Excel forecast workbooks appropriate to the plan — without the cost of an ongoing fractional CFO. Best for startups, owner-managed businesses and SMEs.
Prices are a guide — your exact monthly fee is agreed after the free consultation.
Strategic partnership
Tier 3 · Fractional CFO
Fractional CFO
£1,250 – £2,000+/ month
The technology + an ongoing CFO helps you manage what's next.
CFO-managed forecasting, assumptions, scenarios, reporting and financial analysis for established and scaling businesses. A formal Board Pack is included by default or by separately agreed scope.
Full Monthly CFO Management Pack + ongoing fractional CFO oversight
Exact scope and monthly fee agreed following consultation.
Detailed comparisonCompare the plans
Feature
Automated CFO Platform
CFO Advisory
Fractional CFO
Platform
Historical actuals (up to 3 years available)
Financial Dashboard
12-month forecast
Actual vs Forecast
Sector KPIs
AI CFO
CFO reporting
Automated CFO Pack
Full CFO Pack
—
With quarterly review
Monthly
Cash & working capital
Where supported
Reviewed
Planned & reviewed
Risks & opportunities
Management actions
Automated
Reviewed
Ongoing
Planning
Scenario analysis
—
Advanced scenarios
—
—
Forecast review
—
Quarterly
Monthly
Strategic planning
—
Guidance
Human CFO support
Quarterly CFO meeting
—
Covered by monthly
Monthly CFO meeting
—
—
CFO review
—
Quarterly
Monthly
Strategic decision support
—
—
Priority support
—
Priority CFO
Each subscription covers one business
Each subscribed business receives its own Financial Model & Platform Setup, financial workspace, accounting connection, historical actuals, forecast, AI CFO, CFO Management Pack and scenarios according to plan. If you own multiple businesses, each additional business requires its own subscription. One login can access multiple separately subscribed businesses.
One-off · per business
Financial Model & Platform Setup
First, we build the financial foundation. Every new business receives an initial financial setup so CFO Forecast AI can be configured around its accounts, business model and forecasting requirements. The setup fee is separate from your monthly subscription, which pays for the ongoing platform and the level of CFO support in your plan.
Automated CFO Platform
£500 – £750one-off
For relatively straightforward financial models and reporting requirements.
CFO Advisory
£750 – £1,000one-off
For more detailed forecasting, management reporting, cash / working-capital configuration and advisory setup.
Fractional CFO
£1,000 – £1,500+one-off
For more complex financial models, reporting structures, scenario modelling and strategic CFO requirements.
Depending on your plan and complexity, setup may include
Financial workspace configuration
Accounting setup and chart-of-accounts mapping for supported integrations
Import of up to 3 years of available historical actuals
Historical financial-data review
Sector configuration
Company-specific business drivers
KPI configuration
Forecast-model configuration
Initial forecast assumptions
Actual vs Forecast structure
Cash & working-capital configuration where supported
CFO Management Pack configuration
Scenario setup where included
Client training
Your exact setup fee is confirmed before onboarding and depends on the complexity of your accounts, financial model and reporting requirements. More complex financial models, accounting structures or bespoke reporting requirements may require additional setup work, which will always be agreed in advance. Each business has its own setup and subscription; fees may differ between businesses according to complexity.
Xero integration available. Additional accounting software integrations, such as QuickBooks Online, Sage Accounting, FreeAgent and Zoho Books, are also possible and can be configured based on client requirements.
Custom
Custom AI Solutions
Looking for a customised AI solution for your business? Book a free consultation to discuss your needs and receive a tailored quote.
Advertised prices are ranges. Your monthly fee is agreed after a free consultation — for example, an agreed £1,600/month becomes that business’s subscription amount.
FAQ
Can I use one subscription for multiple businesses?
Each subscription covers one business and its individual financial workspace, including its accounting connection, forecasts and AI CFO. If you own multiple businesses, each additional business requires its own subscription. Where multi-business access is enabled, you can use the same account to access your separately subscribed businesses.
Do I need three years of accounting history?
No. With Xero connected, CFO Forecast AI can import up to three years of available historical actuals and combine them with your forward-looking assumptions. If your business is newer, CFO Forecast AI uses whatever actual financial history is available. Xero integration available; additional accounting software integrations, such as QuickBooks Online, Sage Accounting, FreeAgent and Zoho Books, are also possible and can be configured based on client requirements.
Automated Forecasting & AI CFO demo
See the four questions in action
A purpose-built fictional demonstration of how financial data becomes a dashboard, a conditional forecast, an informed question and — from CFO Advisory — a scenario.
Demo — fictional data
Northstar Services Ltd — Demo
Financial outlook
Illustrative figures only
The four questions
Understand
Where are we?
See your financial performance clearly.
Revenue
£128,400
Gross profit
£61,632
Gross margin
48.0%
Operating expenses
£43,400
Net profit
£13,620
Cash
£94,250
Understand where your business stands today — with the numbers that matter in one clear view.
Example solution shown for demonstration purposes. All figures, forecasts, scenarios and AI conversations are fictional.
Your financials. Your forecast. Your CFO pack. Your AI CFO.
Know where you are. See where you're heading.
Then ask why — and explore what could happen next.
