$299$224.25/month
Founding preferred pricingA deeper CFO with richer analysis and more room to work.
Choose ProBegins with a 30-day free trial. Cancel anytime.Membership
Tiers and pricing.
Every tier holds your complete picture and the conversation. Higher tiers deepen the intelligence, add offerings and quicken the brief cadence.
Founding Member
Founding Member
Founding Member
Founding Member
$699$524.25/month
Founding preferred pricingThe complete CFO, with proactive intelligence.
Choose EliteBegins with a 30-day free trial. Cancel anytime.CFO Intelligence
ProElite
Intelligence levelAdvancedApex
CFO messages / month5001,500
CFO Brief cadence1x / monthUp to 2x / month
Memory facts stored2030
Cross-account analysis✓✓
Quick TakeiDrop any file into your CFO chat for an instant read on what it is and what matters. A fast, conversational take, not a formal report.✓✓
Proactive insights✓
Transaction windowiVysaro is limited by some connected institutions by the amount of data they make available. Vysaro provides you all data available by your connected accounts.All availableAll available
Usage & Limits
ProElite
Tax returns stored37
PDF uploads / month1025
Vault documents2550
Saved custom charts50250
Chart builds (per month)2050
Modules
ProElite
CFO Chat✓✓
Net Worth & Cash Flow✓✓
PDF Upload✓✓
Tax Awareness✓✓
CalculatorsFullFull
Asset Valuation✓✓
Advisor Coordination✓✓
Findings✓✓
Document Intelligence✓
Call IntelligenceComing soon
Excel Model BuilderComing soon
Trusts & EstatesComing soon
One picture. Working around the clock.
Connect your accounts and your CFO starts reading.