Three plans. Monthly or yearly billing. Cancel anytime.
For founders just getting visibility.
For SMEs scaling past £500k revenue.
For finance teams at £2M+ ARR.
| Limits | Starter | Growth | Scale |
|---|---|---|---|
| Bank accounts | 1 account | 3 accounts | Unlimited |
| Forecast horizon | 30 days | 90 days | 12 months |
| AI CFO chat | 20 questions / mo | Unlimited | Unlimited + priority |
| VAT returns | Manual export | Auto-file to HMRC | Auto-file + reviewer |
| Support | Email · 48h | Email + chat · 12h | Priority · 2h SLA |
| Features | |||
| Real-time cash dashboard | |||
| HMRC deadline alerts | |||
| AI CFO chat | Limited | ||
| VAT automation (MTD) | |||
| Slack / Teams alerts | |||
| Monthly P&L delivered | |||
| Lending readiness score | |||
| Multi-entity consolidation | |||
| Scenario modelling | |||
| Accountant collaboration | |||
| Dedicated onboarding | |||
Anytime. Upgrades are prorated to the day; downgrades take effect at the next billing cycle. No phone calls, no penalties.
We connect via FCA-regulated Open Banking providers (read-only). We never store credentials, never initiate payments, and never sell data. SOC 2 Type II certified.
Visa, Mastercard, Amex, and direct debit (Bacs). All processed by our PCI-DSS Level 1 payment partner. Annual invoicing available on Scale.
30-day money-back guarantee on every plan. If OrbitCFO.AI doesn't save you time and money in the first month, we'll refund in full — no questions.
Yes — Growth and Scale include accountant invites. They get a read-only view of your numbers so quarterly catch-ups become five-minute reviews.
15 minutes. No pitch. We'll show you exactly what OrbitCFO.AI looks like with your numbers.