Meridian CFO

Pricing that scales with your practice

Pick a plan by the number of clients you advise. Every tier includes the CFO Copilot, the CFO Mastery skills engine, QuickBooks sync, and client-ready dashboards.

Starter

For the solo CFO getting started.

$49/mo

Up to 3 clients

  • Up to 3 client folders
  • CFO Copilot with CFO Mastery skills
  • QuickBooks sync + KPI engine
  • Client-ready HTML dashboards
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Most popular

Pro

For a growing fractional practice.

$149/mo

Up to 15 clients

  • Up to 15 client folders
  • Everything in Starter
  • Monthly review automation
  • PDF export + email delivery
  • Priority rate limits
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Firm

For high-volume advisory firms.

$399/mo

Unlimited clients

  • Unlimited client folders
  • Everything in Pro
  • Highest rate limits
  • Early access to new tools
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Checkout opens once order forms are connected. In the meantime you can explore the copilot.

Subscriptions are billed securely through our order forms. To change or cancel your plan, just reply to your billing email or reach out — we'll take care of it.