Pick a level per client. Mix and match.
Every client gets the level of work you actually do for them. The bill is the sum, with one discount as the practice grows. Nothing to negotiate, and the whole thing fits on this page.
Reporting
Connect the books and one feed, conform the chart of accounts, and hand the client a live dashboard and a monthly pack. For the engagement where you are the finance function’s eyes rather than its hands.
50 Sherpa credits a month
Advisory
Everything in Reporting, plus the forward view: every feed, live bank balances, driver-based models, a rolling 13-week cash forecast, and Sherpa building the board deck.
200 Sherpa credits a month
Full-stack
Everything in Advisory, plus the ledger itself: bank reconciliation, reclassification and journal entries written back on approval, the close checklist, and consolidation across entities.
500 Sherpa credits a month
Volume, one rule. List price for your first 4 clients. 10% off the whole bill at 5 or more clients. 20% off the whole bill at 10 or more clients.Annual billing is a further 15% off. Your own firm never counts.
Work out your own bill.
Set how many clients you run at each level. The discount applies itself.
| Reporting | |
|---|---|
| Advisory | |
| Full-stack | |
| Volume, % off | |
| Practice add-on | |
| Annual billing, 15% off | |
| Per month | |
| clients, each |
Past 25 clients the shape changes. Email sales@getalpyne.com.
Start a 14-day trialWhat each level carries.
Each level includes everything below it. The line between them is the kind of work: Reporting looks at the books, Advisory looks forward, Full-stack changes the ledger.
| Reporting$49 / client | Advisory$99 / client | Full-stack$199 / client | |
|---|---|---|---|
| The books | |||
| Accounting connection: QuickBooks, Xero, NetSuite, Zoho | |||
| Conformed chart of accounts | |||
| Financial statements and monthly reporting pack | |||
| Client dashboard with your branding | |||
| Commerce, billing and CRM feeds: Shopify, Stripe, Chargebee, Salesforce, HubSpot, Copper | One feed | All | All |
| Live bank feeds | – | ||
| Multi-entity consolidation | – | – | |
| The forward view | |||
| Driver-based model, three statements | – | ||
| Rolling 13-week cash forecast | – | ||
| Budgets and KPI alerts | – | ||
| Two-way spreadsheet sync | – | ||
| Board deck and investment memo generation | – | ||
| The ledger | |||
| Bank reconciliation with AI-assisted matching | – | – | |
| Reclassification and journal entries, written back on approval | – | – | |
| Month-end close checklist | – | – | |
| Sherpa, the AI analyst | |||
| What Sherpa is allowed to do for the client | Answer | Answer, build | Answer, build, propose |
| Sherpa credits per client per month, pooled across the firm | 50 | 200 | 500 |
| MCP access from your own ChatGPT or Claude |
Running the practice.
The client levels above are about the work you do for a client. Practice is about the firm doing it: winning the engagement, papering it, billing it, and getting paid. One flat add-on, free for your first month, and included once you are running 15 or more clients.
Included at 15 or more clients. Not discounted, because it is free first and included later.
- CRM and pipeline
- Every prospect and client in one place, with the conversation history and the next step.
- Proposals
- Scoped, priced and sent from the platform, with the engagement letter attached.
- Engagement letters and contracts
- Signed electronically, stored against the client, renewed from the same record.
- Billing
- Fixed fees and retainers invoiced on schedule, with the project work on top.
- Take payments
- Card and bank payments collected against the invoice, reconciled to your own books.
- Time tracking
- Hours by client and by engagement, so you know your realization before the client does.
- Your own domain
- Client logins and reports at your address, with emails sent from it.
- Team seats
- Partners and staff assigned per client, with the work visible across the firm.
Two other shapes.
For a finance team inside one company, and for practices past the point where a per-client bill is the right shape.
Inside
- In-house finance teams running one company. The Full-stack level for a finance team running its own books rather than a book of clients.
Enterprise
- Practices past 25 clients, multi-office firms, or anyone who needs a contract. sales@getalpyne.com.
The parts people ask about.
What counts as a client?
An active client with a connected ledger. Your own firm is free and never counts toward the bill or the discount.
Can I move a client between levels?
Yes, any time, from the client’s settings. Up takes effect immediately. Down takes effect at the next invoice. There is no proration either way: adding a client mid-cycle bills the full month at the next invoice, and removing one takes effect from the next invoice rather than refunding the current one.
What happens to features I was using when I move a client down?
Nothing is deleted. A forecast built on Advisory stays where it is when the client drops to Reporting; it stops refreshing until the client is moved back up.
How do Sherpa credits work?
Every client comes with a monthly allowance (50 on Reporting, 200 on Advisory, 500 on Full-stack), and allowances pool across your firm, so a quiet client covers a busy one. The levels also differ in what Sherpa is allowed to do: answer questions about the books, build forecasts and memos, or propose changes to the ledger for your approval. Routine automation, like variance tracking and classification suggestions, does not draw on credits.
What happens when the credits run out?
Sherpa tells you before it happens. You can top up at $10 per 100 credits, move the client up a level, or wait for the month to roll over. Nothing is charged automatically.
I signed up before credits existed. Does this change my plan?
No. Accounts opened before October 19, 2026 keep the terms they signed up under, including Sherpa without a credit allowance. That commitment is written into the Terms of Service, not just this page.
Do bank feeds cost extra?
No. Live bank feeds are included from Advisory up, for the accounts a client ordinarily runs. If a client has an unusual number of accounts we will talk to you before anything changes.
How does the volume discount work with mixed levels?
It counts clients, not dollars. 5 clients at any mix of levels earns 10% off the whole per-client bill; 10 earns 20%. The Practice add-on is not discounted, because it is free for the first month and included outright at 15.
How long is the trial, and do I need a card?
14 days from registration, and yes, a card is required to start. Nothing is charged during the trial, and cancelling before it ends charges nothing at all. Every level is open during the trial so you can find the right one per client before billing starts. Billing begins automatically on day 15 unless you cancel.
Is there a contract?
No. Monthly is month to month. Annual is billed yearly at 15% off, and switching between monthly and annual takes effect at the end of your current period.
What if I run more than 25 clients?
That is the Enterprise plan, priced for your practice rather than per client. Email sales@getalpyne.com.
Start a 14-day trial.
Every level is open during the trial. A card starts it, nothing is charged for 14 days, and cancelling before then charges nothing at all.
Create an account