Financial Services
Modular pricing for startups. Choose the services you need today and add more as you grow.
Onboarding complexity assessed during your free discovery call. Factors: Business stage, months of data backlog, number of bank/payment/payroll accounts, and reporting requirements. Typically completed in 2-6 weeks
Essentials
$250
Pre-seed / new startups with clean books. 1–2 integrations (e.g., bank + QBO). No historical cleanup. Basic team walkthrough.
Standard
$750
Seed-stage with 6–12 months of existing data. 3–4 integrations (bank, payroll, payment processor, expenses). Payroll migration, reporting templates, process docs.
Complex
$1,500
Growth-stage with 12+ months of historical cleanup. 5+ integrations. Multi-entity or multi-province setup. SaaS metrics config, CFO dashboard build, full team training.
Enterprise
Custom
Series A+ with complex cap tables, investor reporting frameworks, data room setup, audit-readiness prep, legacy system migration. Scoped during the discovery call.
All pricing is in CAD and exclusive of tax.
| Old Bundled Model | New Modular Model |
|---|---|
| You pay for services you do not use | You pay only for what you need |
| Confusing tier jumps ($200 to $800) | Gradual, predictable cost scaling |
| One-size-fits-all scope | Custom-fit per startup stage and need |
| Discount buried in bundle value | Clear 10% multi-module discount |
These are real-world scenarios. Your package will be custom to your needs.
Scenario A
Pre-Seed / Solo Founder (3 employees)
Clean, flat monthly pricing. Bookkeeping and payroll fully handled.
Scenario B
Seed-Stage Startup (8 employees)
Four modules with 10% multi-module discount.
Scenario C
Series A–Ready (15 employees)
Full financial operations with dedicated CFO.
