Budget Tracker App
Client Portal

BUDGET TRACKER APP / PRICING SHEET

Managed budget operations pricing

Service-first retainers for freelancers and small teams that want recurring oversight, not another app to maintain.

prepared: April 2026
billing: monthly retainer
response target: <24h
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TIER 1

Starter

For solo operators needing monthly clarity.

$5.99/mo

month-to-month

  • Monthly budget health report
  • One category and threshold optimization pass
  • Transaction anomaly highlights
  • Email support, 48-hour response SLA

Best for founders moving from spreadsheets to a predictable finance cadence.

MOST POPULAR

Growth

For freelancers and teams needing active oversight.

$10.99/mo

recommended minimum: 3 months

  • Biweekly spend and variance reviews
  • Alert tuning and threshold updates
  • Monthly strategic action plan
  • Priority support, 24-hour response SLA

Best for teams with increasing transaction volume and tighter cashflow windows.

TIER 3

Scale

For teams wanting weekly operations support.

$19.99/mo

custom scope available

  • Weekly advisor check-ins
  • Forecasting and scenario planning
  • Custom workflows and automation support
  • Priority support and escalation channel

Best for teams using finance operations as a growth lever.

TERMS

Scope, SLAs, and commercial notes

Included in all tiers

  • Secure client portal access
  • Recurring financial operations review
  • Actionable recommendations, not just charts
  • Monthly executive summary in plain language

Commercial notes

  • Pricing excludes tax and third-party fees
  • Advisory and optimization only, no tax filing services
  • Payment due at start of each monthly cycle
  • Extra requests can be scoped as add-ons

OPTIONAL ADD-ONS

30-Day Pilot

$150 setup + first month tier fee

Extra Advisory Call

$180 per 45-minute session

Custom Workflow Build

From $300 per scoped request

Next step

Book a 20-minute discovery call and we will map the right tier based on transaction volume, goals, and support expectations.

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