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.

Free Trial

$0 / 14 days

Full Professional access, no credit card required

  • Full Professional features for 14 days
  • No credit card required
  • Connect up to 3 clients
  • Cancel anytime
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Essentials

$19/client/mo
  • QuickBooks Online integration
  • Cohort analysis engine
  • Cohort dashboard
  • Retention & churn metrics
  • Standard CG-branded reports
  • Email support
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Professional

$49/client/mo
  • Everything in Essentials
  • Branded & white-labeled reports
  • Multi-client portfolio dashboard
  • CSV exports
  • Priority support
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Premium

$149/client/mo
  • Everything in Professional
  • Custom cohort dimensions
  • Revenue forecasting
  • AI-powered insights
  • Cross-firm benchmarking
  • API access
  • Dedicated onboarding
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Frequently asked questions

How does the free trial work?

You get 14 days of full Professional-tier access — no credit card required. Connect up to 3 clients and see real cohort insights from day one.

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.

Start your free 14-day trial

Full Professional access. No credit card required. See real cohort insights from your clients' QuickBooks data in minutes.

Start Free Trial