Choose the right plan for each client
Feature-based pricing aligned with the advisory services you sell. Pick a different tier for each client.
Your firm picks a plan per client based on the advisory package you sell them. Essentials for standard analytics, Professional for branded reports and portfolio management, Premium for advanced features — you choose the tier that matches the service depth.
Start with a 14-day free trial — custom cohorts, revenue forecasting, branded reports, and more. No credit card required.
Essentials
- QuickBooks Online integration
- Cohort analysis engine
- Cohort dashboard
- Retention & churn metrics
- Standard CG-branded reports
- Email support
Professional
- Everything in Essentials
- Branded & white-labeled reports
- Multi-client portfolio dashboard
- Custom cohort dimensions
- Revenue forecasting
- CSV exports
Premium
- Everything in Professional
- AI-powered insightsSoon
- Cross-firm benchmarkingSoon
- API accessSoon
- Dedicated onboardingSoon
Frequently asked questions
Is there a free trial?
Yes. Every new account starts with a 14-day trial that includes full Professional features. No credit card required. At the end of the trial, pick the tier that fits.
Can I use different tiers for different clients?
Yes. Put some clients on Essentials and others on Professional. Each client gets the tier that matches the advisory service you sell them.
Can I switch a client's tier at any time?
Absolutely. Upgrade or downgrade any client's tier whenever you want. Changes take effect on the next billing cycle. No lock-in contracts.
Do my clients need CohortGenie accounts?
No. You manage everything from your firm's dashboard. Clients only see the branded deliverables you send them.
What happens to my data if I cancel?
You can export all reports and data at any time. After cancellation, data is retained for 30 days then securely deleted.
See it with your own client data
Start your 14-day free trial — connect QuickBooks and get cohort insights in minutes. No credit card required.