Pricing for Businesses
BI, AI and a dedicated finance professional — all included. 12-month minimum commitment, rolling thereafter.
All plans include a dedicated finance professional, 24/7 AI analyst, and 90+ accounting system integrations.
One
For companies ready to automate regular financial reporting
- Automated financial statements
- AR/AP ageing analysis
- Built-in AI insights
- 24/7 AI analyst
- One accounting system connection
Growth Most popular
For growing companies automating daily business monitoring
- Everything in One
- Product, project and cost centre tracking
- Simple group consolidation
- Variance analysis
- Connect Claude to your data
Portfolio
For multi-entity companies consolidating across systems and currencies
- Everything in Growth
- Multiple accounting systems and currencies
- Cross-entity consolidation
- Custom dimensions and parameters
Managed Service
For companies building financial intelligence infrastructure at scale
- Everything in Portfolio
- Business projections and forecasting
- Custom development and integrations
- Dedicated analytics team
Top-up sessions
Need more time? Purchase additional sessions in packs of 10.
Sessions are up to 30 minutes. Purchased in packs of 10. Valid for 3 months.
Financial Controller
£50/session
Reporting, analysis, month-end support
CFO
£100/session
Strategic review, board reporting, investor relations
Full feature comparison
| Feature | One | Growth | Portfolio | Managed |
|---|---|---|---|---|
| Financial statements | ||||
| AR/AP ageing analysis | ||||
| Built-in AI insights | ||||
| 24/7 AI analyst | ||||
| Product / project / cost centre tracking | — | |||
| Simple group consolidation | — | |||
| Variance analysis | — | |||
| Connect Claude to your data | — | |||
| Multiple accounting systems and currencies | — | — | ||
| Cross-entity consolidation | — | — | ||
| Custom dimensions and parameters | — | — | ||
| Business projections and forecasting | — | — | — | |
| Custom development and integrations | — | — | — |
Let's go!
Not sure which plan fits?
We will help you choose the right package and show you how CFO Upgrade works with your accounting system.
Book a free consultation