We're picking 5 bookkeeping firms and 5 fractional-CFO practices to build TreasuryFlow with us. They lock in $79/active client/mo for as long as they use the product. After 5 firms, list price is $99/client/mo — the lifetime rate is gone.
No back-room favorites. When a firm signs, this updates. When all 5 are taken, the rate goes to $99 list — no extensions, no exceptions.
That's a $14K cushion against a 5-year tool decision. It's the math we'd want, in your seat.
Metered monthly. 1 active client = 1 unit billed. Add or remove clients any time; we prorate.
As long as you stay subscribed, the rate stays $79. We can't grandfather more after the first 5 — that's the whole point.
No annual lock. No exit fees. Cancel from the billing page; data export is one click. If you come back later, you're at list price like everyone else.
Your firm's logo, brand color, name. Clients see your brand when you invite them. We never email your clients directly.
Founder runs the demo personally and onboards your first 3 clients. No sales rep, no SDR drip, no ticket queue.
When you're a Founders' 5 firm, you have direct email + Slack to me. Feature requests get heard. Bugs get fixed. The roadmap moves where you push it.
15-min demo. We'll cover whether your client base is a fit, walk the multi-client portal, and answer every question. No card on file. No follow-up sequence.
As long as your subscription stays active, your rate is $79/active client/mo. If you cancel and resubscribe later, you re-enter at list price ($99). The seat is the firm, not the individual — if your firm sells/merges, the rate transfers to the new owner.
An active client is any client where you've connected at least one bank via Plaid AND used the dashboard or any export in the last 30 days. We don't bill for archived/inactive clients. Pause a client → no charge that month.
Same offer, separate cohort. The first 5 fractional-CFO practices also lock $79/client/mo lifetime. Hit the same demo link — we just route you appropriately.
You give us feedback. Founders' 5 firms commit to a monthly 30-min call (Zoom, founder-led) for the first 6 months. Tell us what's broken, what to build next, and what should die. That's it. No NPS surveys, no marketing case-study obligation, no public logo permission required.
Because we want firms to compare us against incumbents. $79/client/mo for a 12-client firm is $948/mo — about half of what comparable multi-client treasury tooling runs. The math should be obvious.
$99/active client/mo, list price, no exceptions. We'll keep this page up so anyone after #5 sees the math they would have gotten — and can decide whether $99 still works for them.