Simple pricing that scales with your practice
No hidden fees, no per-user charges. Pay per advisory client and watch your margins grow.
Starter
For firms getting started with advisory
Up to 5 clients
- QuickBooks Online integration
- Cohort analysis engine
- Branded PDF reports
- Email support
Growth
For growing advisory practices
6–25 clients
- Everything in Starter
- AI-powered insights
- Multi-client dashboard
- Custom branding
- Priority support
Scale
For established CAS teams
26–100 clients
- Everything in Growth
- Client portal links
- Advanced retention tracking
- Team collaboration
- Dedicated account manager
Enterprise
For large multi-office firms
100+ clients
- Everything in Scale
- Custom integrations
- White-glove onboarding
- SLA guarantee
- Custom reporting
Frequently asked questions
Is there a free trial?
We offer a free demo with your own client data so you can see the value before committing. No credit card required.
Can I switch tiers as I grow?
Absolutely. Your per-client rate automatically adjusts as you add more clients. No lock-in contracts.
What's included in onboarding?
Every plan includes guided setup and QuickBooks connection support. Growth and above get dedicated onboarding calls.
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.
Start with a free demo
See CohortGenie in action with your own client data. 20 minutes, no commitment.