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.

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™
Variance Analyzer with root-cause narratives
Probabilistic Cash Runway
One ERP connector (QuickBooks, DualEntry)
Single user, community support
Shareable UES™ badge for board decks

Choose Beacon →

Most chosen

FIG. II.b

TIER II · Compass

Compass

Find your direction.

$499 / month

For FP&A teams ready to plan, not just observe. The probabilistic planning layer for $7M–$50M companies that have outgrown spreadsheets but cannot stomach a six-month implementation.

Everything in Beacon, plus:
Scenario Builder
Probabilistic Planning Grid (driver-based)
Three ERP connectors
Multi-user team access

Choose Compass →

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

Configure Command →

All paid tiers are billed monthly. The Forecast Health Check is free. No credit card required.

FOLIO III THE COMPARISON

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 Generator	×	Standard	Custom

FIG. III · Feature matrix as of II May MMXXVI. Capabilities are added (never removed) at higher tiers.

FOLIO IV THE QUESTIONS

What CFOs ask.

FIG. IV.a 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.

FIG. IV.b 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.c Do you offer custom enterprise pricing?

Command starts at $2,500 per month and scales by entity count and Vertical Pack composition. Command contracting, security and data-governance requirements are scoped during the sales process.

FIG. IV.d 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.e What happens to the Reflection Engine™ history if I cancel?

Your calibration history is yours. You can leave it in place if you return. We do not retain or repurpose customer forecast data.

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

Command pricing is a base of $2,500 per month. Multi-currency, intercompany eliminations, and dimensional roll-ups are included. Configure to see your number.

FIG. IV.g 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.

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