Choose an automated financial intelligence plan, complete secure checkout, then begin onboarding through the client portal. Advisory services still start with a consultation.
Both plans can be bought and onboarded online. If you need ongoing controller, FP&A, or CFO-level support, schedule a consultation instead.
Best when you want recurring financial insight, risk detection, and clear next actions without ongoing controller or CFO support.
Best when you need forecasting, scenario planning, custom KPIs, benchmarking where reliable, and more detailed recommendations.
These signals help qualified buyers choose the right path before entering payment details.
Choose Intelligence at $399/month when the books are usable and leadership wants a monthly executive brief, financial health score, KPI visibility, risk review, and practical recommendations.
Choose Intelligence Pro at $599/month when the business also needs forecasting, scenario planning, custom KPIs, quarterly planning, or deeper analysis before a full advisory engagement.
Schedule a consultation when insight alone will not solve the problem because the company needs controller, FP&A, financial operations, or CFO-level ownership.
QuickBooks, Sage, Xero, NetSuite, and accounting systems record and report activity. TruePoint interprets financial information, identifies risks and opportunities, and explains what management should do next.
Start here with your company details. Payment is completed through Stripe after this step.
Share the company facts needed to create the right workspace.
Start the monthly subscription through secure Stripe checkout.
Connect or upload the financial data TruePoint needs.
TruePoint interprets the numbers and gives clear executive next actions.
If your books are reasonably current and you want monthly financial intelligence, start online. If the situation is messy, strategic, or urgent, talk with us first. You can also use the software vs. advisory fit checklist or read the software vs. advisory decision guide.
Use these answers to confirm whether online start or advisory consultation is the right next step.
$1M-$50M companies with current or mostly current books are usually the best fit when leadership wants monthly financial interpretation, KPI visibility, risk signals, and clear next actions.
Talk first if you need cleanup, controller ownership, FP&A, CFO-level support, urgent cash guidance, financing support, lender communication, acquisition planning, or other strategic decision help.
No. Accounting systems record and report activity. TruePoint interprets the financial information and explains what management should do next.
Yes. You can start with Intelligence or Intelligence Pro, then discuss Financial Leadership or Executive Advisory when the business needs human finance leadership.