Financial Control That Grows With Your Business.
From organizing expenses and invoices to managing team approvals and multiple companies, choose the financial workspace that fits your business.
Know Your Numbers
For business owners who want organized finances and clearer visibility without scattered spreadsheets.
- Income, cash flow and real-time Pulse runway visibility
- Invoices, bills, and digital document attachments archive
- Universal bank statement import and feed categorization
- Conversational AI financial queries with voucher citations (50/mo)
- Standard role permissions (Owner, Director, Member, Viewer)
Run Your Business With Control
For growing businesses where employees create expenses, managers approve transactions, and owners need reliable financial oversight.
- Everything in Starter included
- Multi-step spend approvals and threshold-based authorization
- Receivables and payables aging tracking with cash outflow forecasts
- AI CFO briefings and AI Accountant month-end close assistance
- Universal bank reconciliation with BCA, Mandiri & Permata feeds
- Staff compensation registers and monthly payroll preparation
One View Across Your Companies
For founders and finance teams managing multiple legal entities, broader teams, and more complex financial operations.
- Everything in Control included
- Up to 5 separate company workspaces with strictly isolated ledgers
- Extended team capacity (30 seats) with department-level role controls
- High-capacity processing: 50,000 transactions & 3,000 documents/mo
- Model Context Protocol (MCP) & programmatic API tool calls (15,000/mo)
- Comprehensive immutable audit trail & priority processing queue
How CFO AI Works for Your Team
Connect employees, managers, and business owners in one controlled, transparent financial workspace.
Capture
Employees record expenses, submit invoices, and upload supporting receipts or payment proofs directly via web or messaging channels.
Review
Managers review AI-extracted information, verify document amounts, and approve financial actions according to company permissions.
Understand
Business owners see confirmed financial activity, outstanding obligations, cash runway trajectories, and actionable insights in one workspace.
What Every Plan Includes
Core financial security, data ownership, and governance are built into every CFO AI subscription tier.
Company-Based Access & Role Permissions
Role-based access control (Owner, Director, Accountant, Member, Viewer) ensuring staff members only access authorized records.
Digital Document Archive
Centralized, searchable repository for vendor bills, sales invoices, tax vouchers, and payment receipts with permanent retention.
Traceability of Financial Actions
Every transaction, edit, status change, and approval action is permanently logged with timestamps and user attribution.
Complete Raw Data Ownership
One-click export of general ledger journals, transaction records, and attachments in open formats (CSV/ZIP) with zero vendor lock-in.
Human-in-the-Loop AI Verification
Every AI document recognition and OCR extraction requires human confirmation before posting to the ledger.
Bank-Grade Infrastructure Security
AES-256 encryption at rest, TLS 1.3 in transit, and strict row-level tenant data isolation across all companies.
Compare Plan Capabilities
Choose between high-level business capabilities or inspect detailed technical quotas.
| Business Capability |
Starter
$59/mo
|
RECOMMENDED
Control
$149/mo
|
Pro
$249/mo
|
|---|---|---|---|
| Financial Core | |||
|
Real-Time Cash Cockpit (Pulse & Radar)
Executive cash runway tracking & 30/60/90-day trajectory modeling
|
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Bank Reconciliation Engine
Rule-based and automatic matching against bank feeds
|
Standard | Automated | Multi-Account Auto |
| Operations & Spend Control | |||
|
Invoices, Bills & Vendor Records
Sales invoicing, vendor bills, customer directory & payment status
|
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Spend Approvals & Authorization Workflows
Internal controls on vendor payments and expense disbursements
|
— | ||
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Staff Compensation & Payroll Workflows
Monthly payroll preparation, salary registers & pay slip tracking
|
— | ||
| AI & Automation | |||
|
Automatic Transaction Matching
Intelligent matching between bank feeds and supporting documents
|
Rule-Based | Machine Learning | Custom Rules Engine |
| Tax & Compliance | |||
|
Indonesian Statutory Tax Calendar
Filing deadline tracking for PPh 21, PPh 23, PPh 4(2), and PPN 11%
|
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PPh 21 TER Withholding Calculator
Government-mandated TER Categories A, B, C per PP 58/2023
|
Basic Preview | ||
|
CoreTax (PMK 81/2024) Readiness Worksheets
Structured filing schedules for the DGT nationwide tax transition
|
— | ||
|
Auditor-Ready General Ledger ZIP Export
One-click export with balanced GL CSVs, voucher attachments & audit logs
|
— | ||
| Team & Organization | |||
|
Employee Invitations & Role Permissions
Owner, Director, Accountant, Member, and Viewer role isolation
|
Standard Roles | Custom Permissions | Department Isolation |
|
Multi-Entity Workspace Switching
Tenant data isolation across multiple PT and PT PMA entities
|
— | — | 5 Entities (Isolated Ledgers) |
| Integrations & Platform | |||
|
Universal Statement Compatibility
Supports BCA, Mandiri, Permata, BRI & international bank statement files
|
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Raw Data Export & Portability
Full customer ownership with zero vendor lock-in
|
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LEVEL B
Level B: Technical Limits & Quotas
(Click to expand or collapse monthly operational and storage allowances)
| Operational Quota |
Starter
$59/mo
|
Control
$149/mo
|
Pro
$249/mo
|
|---|---|---|---|
| Financial Core | |||
|
Financial Accounts (Wallets)
Operating accounts, savings, cash floats & foreign currency ledgers
|
5 | 15 | 50 |
|
Bank Statement Imports / Month
Corporate bank statement parsing via CSV, PDF, and MT940
|
5 / mo | 20 / mo | 100 / mo |
|
Bank Statement Rows / Month
Statement transaction rows submitted for reconciliation
|
1,000 / mo | 10,000 / mo | 50,000 / mo |
|
Monthly Booked Transactions
General ledger transaction volume per accounting period
|
2,000 / mo | 10,000 / mo | 50,000 / mo |
| Operations & Spend Control | |||
|
Document Uploads & Storage / Month
Monthly receipts, invoices, and payment proof attachments
|
200 / mo | 1,000 / mo | 3,000 / mo |
| AI & Automation | |||
|
AI CFO Financial Inquiries / Month
Natural language questions answered with exact voucher citations
|
50 / mo | 300 / mo | 1,000 / mo |
|
Multimodal Document OCR (Faktur Pajak)
Vision OCR parsing DPP, PPN 11%, NSFP, and vendor details
|
100 / mo | 500 / mo | 1,500 / mo |
|
AI Accountant Month-End Close Requests
Assisted month-end closing, discrepancy resolution & review checklists
|
— | 50 / mo | 200 / mo |
| Team & Organization | |||
|
Active Member Seats Included
Finance directors, operators, accountants, and staff members
|
5 Seats | 10 Seats | 30 Seats |
|
Owned Company Workspaces
Completely separate company organizations under one master login
|
1 Company | 2 Companies | 5 Companies |
| Integrations & Platform | |||
|
MCP & REST API Tool Calls / Month
Programmatic integration via Model Context Protocol & REST endpoints
|
500 / mo | 3,000 / mo | 15,000 / mo |
Interact Through Your Preferred Channels
Work with your financial information through CFO AI and the communication or AI tools your team already uses.
ChatGPT
Ask conversational financial queries, balance checks, and spending summaries via Model Context Protocol.
Claude
Perform deep financial analysis, burn rate evaluations, and voucher synthesis with company-defined read permissions.
Telegram
Submit receipts and invoices via chat, receive runway summaries, and approve pending transactions on the go.
Forward vendor bills and payment receipts for automated OCR extraction and human verification review.
CFO AI Web App
The primary control center for multi-account reconciliation, approvals, tax calendar, and financial reporting.
All 5 integration channels are available across every plan with tier-based usage quotas.
Software Subscription vs. Professional Accounting Services
CFO AI software subscriptions do not automatically include unlimited services from a licensed accountant.
AI-Powered Accounting & Compliance Assistance
Intelligent software algorithms assist in organizing records, checking PPh 21 TER withholding tax formulas, and detecting ledger discrepancies.
Structured Document & Tax Preparation Workflows
Automated generation of balanced GL journals, expense reports, and PMK 81/2024 CoreTax readiness worksheets.
Human Accountant Review & Professional Advisory
Official statutory tax filing, audited financial statements, and formal tax dispute representation must be executed by your retained licensed Konsultan Pajak or certified public accountant.
Future Accountant Marketplace Add-On
Curated access to verified Indonesian tax and accounting advisory firms is planned as a future optional service and is not included in standard subscription pricing.
Frequently Asked Questions
Clear, transparent answers about subscriptions, billing behavior, data ownership, and entitlements.
What happens after the seven-day trial?
Is a credit card required to start the trial?
Can I upgrade or downgrade my plan later?
How are users counted?
Does one user accessing two companies count once or twice?
What happens if I exceed document or transaction limits?
Are additional users or companies available?
Does the subscription include a professional accountant?
What happens to my data if I cancel?
Are taxes included in the displayed price?
Which integrations are available on each plan?
Can I export my financial data?
Need a custom multi-entity deployment?
For corporate groups operating more than 5 Indonesian entities, holding companies, or specialized CoreTax ERP integrations.
Contact Enterprise Advisory →