Run the monthly close, variance commentary, and board pack for all your clients from a single Forecastle console — at firm pricing. Applications open; approvals within one business day.
You closed Client A on Monday, rebuilt the variance pack on Tuesday, exported the board deck on Wednesday — then did it nine more times. Your tooling charges per company, not per firm. Your team can't see across clients without re-authing. Consolidation for the one client that needs it lives in a totally separate file. The work is identical every month and the tools don't know it.
The Firm Program gives you a console that lists every client tenant, one-click switch between them, a shared library of report templates, and a single Stripe invoice. Each client gets their own isolated cube — separate COA, separate GL connection, separate users you can grant or revoke. You get the cross-client view; they get a clean book.
Apply, approve, add clients. Self-serve from there.
Tell us how many clients you manage and which GL stacks they're on. Firm accounts approved within one business day.
From your firm console, click "+ Add client." Connect their QBO or Xero, name the entity, done. About five minutes per client.
Build a board pack, a variance report, or a KPI dashboard once. Push it to every client. They each render against their own data.
No stripped-down "firm tier" that's missing the modules you actually want to sell as advisory deliverables. Every client tenant you provision through the Firm Program gets the full Advanced plan — the same product a mid-market finance team would buy direct.
The firm console is the operating surface your partners and staff actually live in. It's not a re-skin of the tenant home — it's a different screen, built for the work shape of a multi-client practice.
Minimum five clients. No setup fee. Cancel any time after your first billing year.
| Direct Advanced plan | Firm Program | |
|---|---|---|
| Annual cost per client | $5,760/year | $1,000/year |
| Billing | One subscription per tenant | Single firm invoice |
| Console | Single tenant only | Cross-client switcher |
| Templates | Per tenant | Shared library across clients |
| Demo tenant | — | Included |
| Minimum commitment | None | 5 clients |
Firms self-serve onboarding, train their own staff, and route support through one partner contact. The unit economics of serving a firm-with-twenty-clients are dramatically better than serving twenty direct customers. We pass the savings back.
Yes. Each client tenant has its own users. Their bookkeeper or controller can log in, see only their company's data, and never see another client of yours.
Included. Multi-entity consolidation works the same as the standard product — the client's tenant holds parent + subs, and you (or they) build the consolidated view inside that tenant.
Not in version one. Your clients see "Forecastle" in their tenant UI. The firm console you operate is firm-branded. White-labeling individual client tenants is on the roadmap if firms ask for it.
Your subscription stays at the 5-client floor for the remainder of the billing year. We don't charge an exit fee.
Yes. The staff access matrix lets you grant a specific firm user access to a subset of clients — useful when junior associates only handle their own book.
QuickBooks Online and Xero. We deliberately don't onboard firms running NetSuite or Sage Intacct books — those platforms target a different ICP and the partner economics don't fit the firm price.
Pro-rated for the remainder of the current billing year. The subscription then renews at the new client count on your anniversary date.
The firm console and self-serve "+ Add client" flow are landing over the next few weeks. During beta, the first firms are onboarded by hand — we provision your client tenants for you and you get a custom Stripe invoice. Once the in-product flow ships, you'll migrate to it automatically with no change in pricing.
Tell us your firm name, how many clients you'd onboard, and whether they're on QuickBooks or Xero. We approve firm accounts within one business day and send you the Stripe link with firm pricing applied.
No SOW. No minimum term beyond your first billing year. Cancel anytime after.