Transparent Pricing
Flat, predictable pricing. No per-seat fees. No hidden costs. Just straightforward FP&A.
POPULAR
Advisor Portfolio
For accounting firms, bookkeepers and fractional teams managing a larger client portfolio.
$32.99 / Month
/ company for companies 3+
Lower pricing as you grow
One platform for all clients
Separate company data and permissions
Full access for each company
Company-level user permissions
All plans include full access to the Totadvi platform
Forecasting • Scenario Modeling • Results & Variance Analysis • CapEx Planning • Vendor & Cost Center Insights • User Permissions • Exports & Reporting • Secure Cloud Storage • Financial Health Dashboards • Accrual Scans • Cash Health Reports • CFO Summary • Scenario Variances • Fluctuation Analysis • Head Count and Workforce Planning • Policy Management• Revenue 606 Workbook • Vendor Management • Cash Runway • Material Change Analysis
No long term contracts. Cancel any time
No pay per seat. No pay per function