Start your free trial

14 days of full Professional features. Connect QuickBooks and get cohort insights in minutes. No credit card required.

What's included in your trial

Full Professional features for 14 days. No limitations, no credit card.

Instant cohort analysis

Connect QuickBooks and see retention, churn, and LTV breakdowns in minutes.

Branded advisory reports

White-label PDF reports with your logo, colors, and firm name.

Revenue forecasting

Cohort-based revenue projections with confidence intervals.

After your trial, choose Essentials ($19/client/mo) or Professional ($49/client/mo). No surprise charges.