Per client, not per seat. Unlimited firm users, white-label included. Bill your clients whatever your advisory is worth — the wholesale rate is your cost, and the difference is yours to keep.
No per-seat math, no tiers to decode. You pay for the clients you put on FuseGrid, and the price steps down at 10, 25, and 50. Every level: the full CFO workspace per client, the firm cockpit, unlimited firm users, and white-label deliverables.
Getting started, or a boutique book. The full workspace on every client from day one.
1–9 clients
Start freeA book that's found its footing. The rate steps down once you're past ten.
10+ clients
Start freeA real advisory practice. The rate most partner firms settle into as the book scales.
25+ clients
Start free →A CAS practice at volume. The lowest wholesale rate, for the biggest books.
50+ clients
Start freePrefer to see it before you commit the firm? Start with one client, free for 14 days →
There's no "starter" version of a client. Whatever you charge, every client on your book gets the same full deliverable set — drafted by AI, reviewed by you, branded as yours.
| What every client includes | Included |
|---|---|
| The per-client CFO workspace | |
| Annotated close — "what stood out," per-line ✦ flags, and a Books-Trust readiness score before you sign off | ✓ |
| 13-week cash forecast — the timing-aware weekly view that catches the tight payroll week | ✓ |
| A/R & collections risk — who owes, who's slipping, who to call first | ✓ |
| Board pack — pin the numbers, AI-drafted narrative, white-label deck, and no-login share links | ✓ |
| 24-month three-statement forecast — P&L, balance sheet, cash flow, with an auditable Excel model | ✓ |
| Valuation — four methods, blended, with the value levers ranked | ✓ |
| Ratios benchmarked against IRS industry averages | ✓ |
| GL drill-down — every figure clicks down to the transactions behind it | ✓ |
| Copilot — ask any client's books a question in plain English | ✓ |
| Firm-level, at every tier | |
| The firm cockpit — your whole book ranked by what needs a human | ✓ |
| Unlimited firm users — partners, managers, staff, your own bookkeeper | Unlimited |
| White-label — your firm's name and logo on every deliverable and share link | ✓ |
| Account & segment entitlements — control who on your team sees which clients | ✓ |
| Read-only QuickBooks connection — analyzes the books, never changes them | ✓ |
Want the full deliverables tour first? See exactly what ships →
Firms typically package a monthly virtual-CFO tier and bill it as their own advisory service. The reason so many don't is that doing it by hand ate the margin. When the deliverables assemble themselves for your review, the package you used to give away becomes a service you bill for — and the gap between what you charge and the wholesale rate is yours.
The work didn't get less valuable. It got less expensive to produce.
Illustrative — Rivertown Advisory, a fictional accounting firm. The $900 package and the hours are mid-range figures for a productized virtual-CFO add-on; the point is that the labor which used to eat the margin is gone, so the same package becomes mostly profit.
The wholesale rate buys the production, not the practice. FuseGrid drafts the close, the forecast, and the board narrative from each client's real books; you review, adjust, and sign. It replaces the grunt work — not your judgment or your relationship. That's why you can put your name on the deliverable and bill for it.
We'd rather be straight with you than over-promise a self-serve flow that isn't built yet. The one-client trial and self-serve signup run on the standard per-company plan, so you can prove the deliverables on real books tonight. When you're ready to roll out across your book, we move you onto per-client partner pricing by hand.
You get a person, not a signup wall.
Start free for 14 days on the standard plan — no credit card, no firm commitment. See the annotated close and the board pack on real books.
Tell us how many clients and which industries. We map your roster, your white-label lockup, and who on your team sees what.
We move you onto partner pricing by hand — the right tier for your book, one wholesale rate, unlimited firm users.
Package it as your own advisory tier at whatever it's worth. The wholesale rate is your cost; the difference is your margin.
Because that's how you sell advisory — by the client, not by the head. Every firm user is included at no extra cost: partners, managers, staff, your own bookkeeper. You pay for the clients you put on FuseGrid, the price drops as your book grows past 10, 25, and 50, and adding another reviewer to the account never costs you a dollar.
Nothing extra — it's included at every tier. Board packs, share links, and exports carry your firm's name and logo, not ours. White-label isn't an upsell here; it's the point. Your clients should see your firm on the deliverable, because it is your deliverable.
Yes. The per-client rate is your wholesale cost; what you charge your client is entirely yours to set. Firms typically package a monthly virtual-CFO tier — a mid-range figure runs around $900/mo — and bill it as their own advisory service. The difference between what you bill and the wholesale rate is your margin. We never see or touch your client billing.
Start with a single client, free for 14 days, no credit card. Connect that client's QuickBooks read-only, let the first sync finish, and see the annotated close, the cash forecast, and the board pack on real books before you commit the firm. The self-serve trial runs on the standard per-company plan; when you're ready to roll out across your book, we move you onto per-client partner pricing hands-on.
They're yours forever. The Excel models and PowerPoint board packs FuseGrid exports are native files with native formulas — no viewer, no lock-in. If you leave, you leave with every deliverable you ever produced for a client.
It's rolling out now. The per-client CFO deliverables — close, cash, A/R, board pack, forecast, valuation, ratios, GL drill-down, copilot — are live today; the firm-scale layer (per-client billing, deeper white-label) is on the roadmap. What the cockpit ships →
Start with one client, free for 14 days — see the deliverables on real books, priced to be your margin, not ours. When you're ready to roll out across your book, we set up per-client pricing by hand.
Start with one client — free 14 days →