🎉 Try All 5 Modules FREE for 5 Days — 1 QBO File

Simple Pricing, Powerful Tools

All 5 modules included. One price based on your QBO count.

No credit card required. Full access. Cancel anytime.

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All 5 modules included
5 days, 1 QBO file
ALL MODULES INCLUDED

Five Powerful Modules, One Platform

Each module is designed to save you hours and deliver insights your clients will love.

📊
Included

CEO/CFO Dashboard

The clarity leaders need—the insights teams depend on.

  • EBITDA tracking with adjustments
  • Smart KPIs with real-time margins
  • Full financial reporting suite
  • Optional AI integration for next-level intelligence
💰
Included

Budget Module

Your budgeting process—organized and transparent.

  • Multi-budget support
  • Incremental, Zero-Based & Activity-Based models
  • Scenario-driven variance tracking
  • Clear explanations for every calculation
📋
Included

Tax Planning Module

Year-round clarity. Automated projections.

  • Business + personal tax planner
  • ES payment & savings calculator
  • Full owner/spouse income snapshot
  • Business activity estimator
💵
Included

Cash Flow Dashboard

Know exactly where your cash stands—today and tomorrow.

  • Cash runway indicator
  • DSO/DPO metrics & trends
  • 30/60/90 day cash forecasts
  • What-if scenario modeling
📈
Included

Forecasting Module

Data-driven predictions powered by real statistics.

  • ARIMA/SARIMA time series models
  • Automatic seasonality detection
  • 95% confidence intervals
  • AI-powered methodology explanations

All Modules Include

AI Chat Agent (use your API key)
Client Portal Access
Slack Integration
Real-Time QBO Sync
SIMPLE PRICING

Premium Pricing for Premium Insights

All 5 modules bundled at every tier. One price, complete financial intelligence.

Solo

1-3 QBO Companies

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Pay per company

  • $60/mo first company
  • +$60/mo each additional
  • All modules included

Starter

1-5 QBO Companies

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All modules included

  • CEO/CFO Dashboard
  • Tax Planning Module
  • Budget Module
  • Cash Flow Dashboard
  • Forecasting Module
MOST POPULAR

Growing

6-15 QBO Companies

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All modules included

  • CEO/CFO Dashboard
  • Tax Planning Module
  • Budget Module
  • Cash Flow Dashboard
  • Forecasting Module

Professional

16-30 QBO Companies

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All modules included

  • CEO/CFO Dashboard
  • Tax Planning Module
  • Budget Module
  • Cash Flow Dashboard
  • Forecasting Module

Need more capacity?

Business

31-50 QBOs

$7,548/year

Enterprise

50+ QBOs

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Every plan includes

5-day free trial Client Portal Access Real-time QBO Sync Slack Integration
HOW IT WORKS

How the Free Trial Works

1

Sign up — no credit card required

Create your account in under 60 seconds.

2

Get instant access to all 5 modules

Dashboard, Tax Planning, Budget, Cash Flow, and Forecasting — all unlocked.

3

Connect your QuickBooks companies

Secure OAuth connection. Your credentials are never stored.

4

Explore everything for 7 full days

Test every feature with 1 QBO file. See the value firsthand.

5

Pick your plan based on QBO count

All modules stay included. Choose the tier that fits your client base.

Why Customers Choose Us

✅

5-Day Free Trial

Try all 5 modules with 1 QBO file

✅

All Modules Included

Every plan includes all 5 modules — no add-ons

✅

Simple Pricing

One price based on QBO company count

✅

No Long-Term Contracts

Pay monthly or save 10% annually

✅

10% Annual Discount

Save when you commit yearly

✅

Scales with Your Firm

Upgrade tiers as you add clients

Client Collaboration

Keep the Tools or Invite Your Clients

Use Open Mind Ledger as your own accountant toolkit, or invite clients directly to their modules. When you're both looking at the same data, your conversations about financials will never be the same.

Real-time shared dashboards
AI chat for client questions
Slack notifications
FAQ

Frequently Asked Questions

🎉

Ready to Get Started?

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All 5 modules included. No credit card required.

👤 Solo (1-3 QBOs)

$60/company

Pay per company

🌱 Starter (1-5 QBOs)

$199/mo

All Modules

📈 Growing (6-15 QBOs)

$349/mo

All Modules

💼 Professional (16-30)

$499/mo

All Modules

🏢 Business (31-50)

$699/mo

All Modules

🏛️ Enterprise (50+)

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Save 10% with annual billing. All modules included at every tier.

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