Transparent Subscription Tiers & Access Levels
EFIS subscription plans are structured by named seats, access levels, and module coverage. Select your preferred billing choice below.
Starter
Essential finance intelligence for single-entity decision support.
3 named seats
- 3 named seats
- View access to 5 CFO Intelligence Modules
- Up to 2 Interactive Access seats
- QuickBooks Online & CSV onboarding
- Deterministic Data Quality scoring
Pro
Expanded intelligence & AI CFO analysis for growing finance teams.
7 named seats
- 7 named seats
- View access to all 10 CFO Intelligence Modules
- Up to 5 Interactive Access seats
- AI CFO Q&A with explainability envelope
- Multi-horizon cash forecasting & risk scoring
Ultra
Full-capability governed finance intelligence tier.
20 named seats
- 20 named seats
- View, Interactive, and Governed Full Access across all CFO Intelligence Modules
- Assumption registry & override audit logging
- Full AI CFO refusal & data lineage controls
- Month-end close workpapers & snapshot locking
Enterprise
Tailored deployment and commercial scope for enterprise organizations.
Custom seat count
- Custom seat count
- Customized dashboard, access, and commercial scope
- Contract-defined SLAs & terms
- Dedicated onboarding support
Implementation & Commercial Terms Disclosures
- •Implementation starts at 25% of the selected plan’s annual subscription value and can increase with complexity;
- •Tax applies according to region;
- •FX, card, and other transaction fees may apply;
- •Final Enterprise scope is contract-defined.
Approved Access Level Definitions
Understanding the permissions granted across View, Interactive, and Governed Full Access seats.
Read-only observation of reports, executive dashboards, KPI cards, risk summaries, and financial lineage traces.
Scenario modeling, custom column mapping, AI CFO Q&A queries, data hub file uploads, and interactive drill-downs.
Admin capabilities, assumption registry overrides, month-end close workpaper sign-offs, and immutable audit log management.
Non-Negotiable Guardrail: No tier permits direct overwrite of certified accounting history.
Full Access Trial Policy
“Eligible new clients receive 15 x 24 hours of Ultra-equivalent Governed Full Access for up to 3 named seats after their first successful data integration.”
The 15-day countdown begins automatically upon connecting QuickBooks Online or completing a CSV data upload. Trial transitions to view-only mode upon expiry unless a paid subscription is selected.