Unrivalled solutions. Scale faster.

Advisor Plans

Not an accountant/advisor? See our Business Plans.
All prices in

Starter

$250/mo*

20 Organisations
  • Reporting, Forecasting, Dashboard
  • Online support
  • 24/7 Help Centre
  • Public webinars

*Upgrade available to Super VCFOs

Super VCFO

$495/mo

50 Organisations

Super VCFO 150

$995/mo

150 Organisations

FAQs

What are the benefits of a Super VCFO plan compared to a Starter Plan

All our Super VCFO clients receive an Account Manager, Customer Success Specialist and tailored training.

If I am on a Starter Pack, what happens if I want to exceed the org limit?

You will need to upgrade to the Super VCFO by contacting your Account Manager or contacting our support team.

What products are included in the Advisor plans?

Both the Starter and Super VCFO include Reporting, Forecasting and Dashboard products. Multi is available as an upgrade option.

How can I pay?

We accept Visa, Mastercard and American Express.

EXCLUSIVE TO SUPER VCFO CLIENTS

Benefits

Account Manager

Your dedicated account manager is a touch point for your account and other queries. They will 'check-in' periodically to ensure all is well.

 

 

Our team
Eugene Scheepers Senior Account Manager Spotlight Reporting2

Customer Success

Your Customer Success Specialist (CSS) will help you onboard, organise training, complete a kick-off goal setting plan and be your regular point of contact. The objective of a CSS is to help you succeed with Spotlight tools.

Danelle Whaanga Customer Success Specialist Spotlight Reporting3

Partner Success

Our Partner Success Centre is full of premium content sourced from leading global industry specialists to support and supercharge your advisory transformation.

 

Find out more
Partner success asset1

Tailored training and onboarding

Tailored Training

Our on-boarding experience walks you through getting your first output market-ready to a deep dive of the functionality within the toolset.  Our experienced product experts will support you with your client data or use our own demo file to educate, inform and inspire. The sessions are recorded as a reference point.

 

Tailored Trainingv2