FOLIO I THE LADDER

Begin where you are.

Climb when you're ready.

Three instruments. One ascent. From the company that needs visibility to the one that needs governance — FinHelm grows with the weight of your forecasts.

FIG. I  ·  Three concentric capabilities under one helm. Beacon, Compass, Command.
Before you choose an instrument
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FOLIO II THE INSTRUMENTS

Three instruments, calibrated to the moment.

Be the signal. Find your direction. Take command.

FIG. II.a
TIER I · Beacon

Beacon

Be the signal.

$49 / month

For controllers and finance leads who need to broadcast forecast quality before the team or budget exists for full planning tooling.

  • Forecast Health Check with UES™ score
  • Variance Analyzer with root-cause narratives
  • Probabilistic Cash Runway
  • One ERP connector (QuickBooks, DualEntry)
  • 1,000 Monte Carlo simulations per month
  • Single user, community support
  • Shareable UES™ badge for board decks
Choose Beacon →
FIG. II.c
TIER III · Command

Command

Take command.

$2,500 + / month

For mid-market and enterprise FP&A. Multi-entity, multi-currency, governance-ready. Where the Reflection Engine™ closes the loop and forecasts learn from every variance.

  • Everything in Compass, plus:
  • Reflection Engine™ — closed-loop calibration
  • Multi-entity consolidation, multi-currency
  • Unlimited ERP connectors
  • Unlimited Monte Carlo simulations
  • Unlimited users + SSO / SAML
  • All Vertical Packs included
  • API read & write + ProbabilisticCell SDK
  • SOC 2 Type II + dedicated CSM
  • 99.9% uptime SLA
Configure Command →
All paid tiers offered on monthly or annual billing. Annual billing saves 15%. Custom contracts and procurement support available for Command. Beacon Free includes Forecast Health Check, Variance Analyzer, and 100 Monte Carlo simulations per month at no cost — no credit card required.
FOLIO III THE COMPARISON

Every capability. Every tier.

The complete matrix, organized by the seven capability families.

CAPABILITY
Tier I
Beacon
$49 / mo
Tier II
Compass
$499 / mo
Tier III
Command
from $2,500 / mo
FIG. III.aThe Applications
Forecast Health Check
Variance Analyzer
Probabilistic Cash Runway
Scenario Builder
Probabilistic P&L
Probabilistic Planning Grid
Driver-Based Planning
Board Report GeneratorStandardCustom
FIG. III.bThe Engines
UES™ — Uncertainty Exposure Score
Monte Carlo simulations / month1,00010,000Unlimited
Reflection Engine™ (closed-loop calibration)
Vertical Packs (Healthcare, Family Office, Hospitality)1 includedAll included
FIG. III.cThe Navigator™
Navigator™ AI queries / month50500Unlimited
Variance narratives
Scenario reasoning
Custom Navigator™ prompts
FIG. III.dThe Connections
ERP connectors13Unlimited
QuickBooks Online
DualEntry
Sage Intacct, NetSuite, Workday, SAP
Intuit Enterprise Suite
API accessRead-onlyRead & write
ProbabilisticCell SDK
MCP server (AI interfaces, custom integrations)
FIG. III.eThe Scale
Workspaces11Multi-entity
Users included15Unlimited
Additional users$79 / seatIncluded
Multi-currency consolidation
FIG. III.fThe Governance
Audit log retention30 days1 yearUnlimited
SOC 2 Type II report
SSO / SAML
Role-based access controlsBasicGranular
Data residency selection
FIG. III.gThe Support
SupportCommunityPriority emailDedicated CSM
Uptime SLA99.5%99.9%
OnboardingSelf-serveGuidedWhite-glove
Quarterly business review
FIG. III · Feature matrix as of II May MMXXVI. Capabilities are added — never removed — at higher tiers. Migration between tiers is instantaneous; data and configuration carry forward.
FOLIO IV THE QUESTIONS

What CFOs ask.

FIG. IV.a Why three tiers and not five?
+

Five tiers force a buyer to research what they need. Three tiers force them to recognize where they are. Beacon for visibility, Compass for planning, Command for governance — three categorically different jobs, not five flavors of the same job.

FIG. IV.b Is Beacon enough to replace my current FP&A tool?
+

If your current tool is a spreadsheet and your job is to surface forecast quality to leadership, yes. If you're running multi-scenario planning across departments, you'll outgrow Beacon quickly — that's the moment for Compass. We make migration instantaneous so the answer is to start where you are.

FIG. IV.c What is the Reflection Engine™ and why is it Command-only?
+

The Reflection Engine™ is FinHelm's closed-loop calibration system — every forecast is measured against actuals, biases are identified, and the simulation parameters update automatically. It is the deepest IP moat in the platform and the highest-leverage capability for finance teams managing material capital. We reserve it for Command because the value compounds with scale.

FIG. IV.d Do you offer custom enterprise pricing?
+

Command starts at $2,500 per month and scales by entity count, simulation volume, and Vertical Pack composition. Custom contracts, procurement support, MSAs, and BAAs are available — configure your Command tier directly or speak with us about volume.

FIG. IV.e Can I downgrade?
+

Yes. Downgrades take effect at the end of the current billing cycle. Your data and configurations are preserved; only access to higher-tier capabilities is removed. We would rather have you on the right tier than the wrong one.

FIG. IV.f What happens to the Reflection Engine™ history if I cancel?
+

Your calibration history is yours. We export it on request, or you can leave it in place if you return. We do not retain or repurpose customer forecast data — every MCP call is an audit event, and the audit log is yours to read.

FIG. IV.g How does pricing work for multi-entity companies on Command?
+

Command pricing is a base of $2,500 per month plus a per-entity fee that scales with consolidation complexity. Multi-currency, intercompany eliminations, and dimensional roll-ups are included. Configure to see your number — most mid-market customers land between $3,500 and $8,500 per month.

FIG. IV.h What if I need a feature that's only in Compass while I'm on Beacon?
+

Upgrade for one billing cycle, use the feature, downgrade if you don't need it ongoing. We bill monthly for a reason — the right tier for one quarter is rarely the right tier for the next.

FOLIO V · THE INVITATION

Begin.

Sixty seconds. One CSV. One number that changes how your company forecasts forever.

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