What would you pay a
wise advisor?

Now imagine paying a fraction of that.

Whether you’re a small business owner or an accounting firm, we have a
plan that fits your needs. No hidden fees, ever.

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PLAN DETAILS For Accountants For Businesses
Monthly Subscription Per Licence
$399 /Month		 Per Licence
$799 /Month
  • Combined financial and non financial insight report
  • Guidance on the health of the entire business
  • Alerts highlighting under-performing areas in business
  • AskSOBI anything about your business
  • 1-2-1 meeting with AskSOBI accredited CFO to deliver deeper insights and guidance
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Implementation Breakdown

Detailed overview of our onboarding and setup process
Once-Off Implementation Fee $1999 $2999
  1. Integrate AskSOBI with Clients’ Accounts data
  1. Upload clients’ Sales Pipeline & Headcount data
  1. Build 12 month Business Plan
  1. Select 5 Appropriate Financial KPIs
  1. Build 2 Customized KPIs
  1. Build Customer specific Health Report
  1. Build Customer specific Guidance Report
  1. Meet with AskSOBI Accredited CFO

All plans include SSL security, daily backups, and 99.9% uptime guarantee.

Prices exclude VAT where applicable. Implementation fees are one-time payments due upon sign-up.

Frequently Asked Questions

Do you offer a Free Trial?

No. We offer a One Time Free Consultancy with one of our CFOs to assess your company data and deliver bespoke insights and guidance.

How easy is it to start using AskSOBI

It takes 10 minutes to set your company up on AskSOBI and approximately one hour (dependant on volume of data) to see insights and trend analysis.

Why do I need to pay for Implementation?

Implementation fees are for tailoring AskSOBI to suit your specific requirements.  Our team builds initial plans, bespoke key performance indicators and guidance reports to meet your specific needs.   This ensures that the live-updates are meaningful and actionable for each user.

Does AskSOBI replace Accountants?

No. We understand that finance professionals bring invaluable skillsets in the delivery of meaningful client advisory. AskSOBI supports them by bringing the nuggets of relevant information to the top of the pile of data, to ensure that their guidance is targeted and actionable.

What support is available to users?

Our business model is built around the user, to ensure that they are receiving the most up-to-date, accurate and actionable guidance possible to support them in their decision making.  Monthly outreach is part of our support process, and of course, you can always connect via live-chat assist, email or phone.

Where does AskSOBI gets its data from?

QuickBooks Online, Xero, CSV, Salesforce, Hubspot, Payroll software.