Invest in Your Financial Future
Choose a plan that best suits your business and personal financial needs.
Invest in Your Financial Future
Choose a plan that best suits your business and personal financial needs.
Invest in Your Financial Future
Choose a plan that best suits your business and personal financial needs.
Basic
Free
Unlimited account
integration &
management
Access to Lending
Marketplace
Eligibility for Referral
Bonus
Get Started
monthly
Essentials
$12.97
p/month
All Features in
Basic tier
Full Transactions
Module
Auto Transaction
Categorization
Access to Key Figures
Dashboard
Small Business
Resources & Tools
Personal Cash Flow
Companion
Personal Budget
Investments & Debts
Personal Net Worth
Get Started
monthly
Pro
$39.97
p/month
All Features in
Essentials tier
My Reports:
P&L
Balance Sheet
Debts Report
Budgeting
Automated
Bookkeeping
Reconciliation
Multiple User Within
Accounts
Get Started
monthly
CashFlow CFO
$149.97
p/month
All Features in
Pro tier
My Cash Flow
CashFlow Creation
CashFlow Tracking
CashFlow Forecasting
Access to CFO Monthly
Workshop
Expert Guest
Leadership & Sales Knowledge
Cash Flow Expertise
Tax Savings Advice
Marketing Strategies
Get Started
Basic
Free
Unlimited account
integration &
management
Access to Lending
Marketplace
Eligibility for Referral
Bonus
Get Started
monthly
Essentials
$12.97
p/month
All Features in
Basic tier
Full Transactions
Module
Auto Transaction
Categorization
Access to Key Figures
Dashboard
Small Business
Resources & Tools
Personal Cash Flow
Companion
Personal Budget
Investments & Debts
Personal Net Worth
Get Started
monthly
Pro
$39.97
p/month
All Features in
Essentials tier
My Reports:
P&L
Balance Sheet
Debts Report
Budgeting
Automated
Bookkeeping
Reconciliation
Multiple User Within
Accounts
Get Started
monthly
CashFlow CFO
$149.97
p/month
All Features in
Pro tier
My Cash Flow
CashFlow Creation
CashFlow Tracking
CashFlow Forecasting
Access to CFO Monthly
Workshop
Expert Guest
Leadership & Sales Knowledge
Cash Flow Expertise
Tax Savings Advice
Marketing Strategies
Get Started
Basic
Free
Unlimited account
integration &
management
Access to Lending
Marketplace
Eligibility for Referral
Bonus
Get Started
monthly
Essentials
$12.97
p/month
All Features in
Basic tier
Full Transactions
Module
Auto Transaction
Categorization
Access to Key Figures
Dashboard
Small Business
Resources & Tools
Personal Cash Flow
Companion
Personal Budget
Investments & Debts
Personal Net Worth
Get Started
monthly
Pro
$39.97
p/month
All Features in
Essentials tier
My Reports:
P&L
Balance Sheet
Debts Report
Budgeting
Automated
Bookkeeping
Reconciliation
Multiple User Within
Accounts
Get Started
monthly
CashFlow CFO
$149.97
p/month
All Features in
Pro tier
My Cash Flow
CashFlow Creation
CashFlow Tracking
CashFlow Forecasting
Access to CFO Monthly
Workshop
Expert Guest
Leadership & Sales Knowledge
Cash Flow Expertise
Tax Savings Advice
Marketing Strategies
Get Started
FAQs
Your Questions Answered: Explore Our Frequently Asked Questions
How does My Figures help me manage my finances?
Can I connect multiple accounts to the My Figures platform?
How secure is my data on the My Figures platform?
How does My Figures help me understand Cash Flow?
How does My Figures help me manage my finances?
Can I connect multiple accounts to the My Figures platform?
How secure is my data on the My Figures platform?
How does My Figures help me understand Cash Flow?
Your Questions Answered: Explore Our Frequently Asked Questions
How does My Figures help me manage my finances?
Can I connect multiple accounts to the My Figures platform?
How secure is my data on the My Figures platform?
How does My Figures help me understand Cash Flow?
How does My Figures help me manage my finances?
Can I connect multiple accounts to the My Figures platform?
How secure is my data on the My Figures platform?
How does My Figures help me understand Cash Flow?