Pricing

Architect-led at every tier.

From single-site diagnostic to multi-state institutional deployments. Every tier includes methodology governance and GAAP-aligned outcomes reporting.

Diagnostic

Financial health assessment for a single SME site.

$950/ mo
Start engagement
  • 1 active DiagnosticPro engagement per quarter
  • KPIForge — up to 8 custom KPIs per organization
  • ControlSuite — diagnostic-only access (read-only implementation view)
  • ExcelAcademy — up to 10 learners per year
  • Quarterly financial health report
  • Email technical support
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Controllership

Full controllership implementation for mid-market organizations.

$2,800/ mo
Start engagement
  • Up to 5 concurrent DiagnosticPro engagements
  • KPIForge — unlimited custom KPIs per organization
  • ControlSuite — full implementation tracking with milestone management
  • ExcelAcademy — up to 100 learners per year across 4 cohorts
  • Monthly outcomes reporting, GAAP-aligned
  • Dedicated implementation specialist
  • Architect-led quarterly methodology review
Excellence

Regional coverage under full architect oversight.

$6,200/ mo
Start engagement
  • Up to 15 concurrent DiagnosticPro engagements
  • KPIForge — unlimited KPIs + cross-organization benchmarking
  • ControlSuite — multi-site implementation tracking + API access
  • ExcelAcademy — up to 500 learners per year; instructor certification included
  • Weekly outcomes reporting; real-time dashboards
  • Dedicated implementation team
  • Architect-led monthly calibration
  • Custom compliance reporting (SOX-equivalent, SBA, state commerce)
Enterprise

Multi-state deployments, institutional partnerships, federal cohorts.

Custom
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  • Unlimited concurrent engagements across all modules
  • Unlimited learners and instructor certifications
  • Full KPIForge integrations (ERP, accounting systems, BI tools)
  • Daily outcomes pipeline; custom analytics
  • On-site architect residency windows
  • SLA-backed uptime and support
  • Custom federal-compliance engineering
Feature comparison

Capabilities across tiers

CapabilityDiagnosticControllershipExcellenceEnterprise
Concurrent DiagnosticPro engagements1 / quarter515Unlimited
KPIForge custom KPIs8UnlimitedUnlimited + benchmarkingUnlimited + integrations
ControlSuite accessRead-onlyFull trackingMulti-site + APIAll modules
ExcelAcademy learners / year10100500 + instructor certUnlimited
Outcomes reporting cadenceQuarterlyMonthlyWeeklyDaily
Architect calibrationQuarterlyMonthlyOn-site residency
GAAP-aligned reporting
SOX-equivalent controls
API & ERP integrations
Dedicated implementation teamSpecialist
FAQ

Frequently asked questions