Pricing
Start with the current position for nothing. Add the 90-day projection, the report builder, and more entities the moment the free view stops answering the question.
Efiner reads balances and transactions. It cannot move money, and it never asks to.
Every table and report on every plan exports to CSV in one click.
Add an account, add a scheduled item, and the projection redraws immediately.
One click, no notice period, no retention call. Access runs to the end of the period.
The same dashboard underneath. The difference is how far ahead you can see and how many books you can keep in it.
| Feature | Snapshot | Forecast | Multi-Entity |
|---|---|---|---|
| Limits | |||
| Connected accounts | 2 | Unlimited | Unlimited |
| Entities | 1 | 3 | Unlimited |
| History retained | 90 days | 24 months | 7 years |
| Team seats | 1 | 3 | Unlimited |
| Position and forecasting | |||
| Cash position across all accounts | Included | Included | Included |
| 90-day cash projection | — | Included | Included |
| Scheduled items and recurring modelling | — | Included | Included |
| Slipped-receipt range on the projection | — | Included | Included |
| Consolidated view across entities | — | — | Included |
| Spending and reporting | |||
| Spending by category and vendor | Included | Included | Included |
| Custom report builder | — | Included | Included |
| CSV export | Included | Included | Included |
| Account notification texts | Included | Included | Included |
| Support | |||
| Response time | 2 business days | Next business day | Named contact |
If yours is not here, ask us — a person answers.
No. Efiner requests read-only access to your accounts. It can see balances and transactions; it cannot initiate a transfer, a payment, or a trade, and there is no part of the product that asks it to.
It is arithmetic, not a forecast model. Efiner takes your current balances, the items you have scheduled, and your recent run rate, and carries them forward day by day. If your inputs change, the line changes. Treat it as a planning aid, not a promise — it is informational and is not investment, tax, or accounting advice.
One set of books. A company, a division, or a client whose accounts you keep separately. If you run three LLCs, that is three entities; if you run one company with six bank accounts, that is one.
Yes, in both directions, from Settings inside Efiner. Upgrades take effect immediately and are prorated. Downgrades take effect at the end of the current period, and nothing you have already built is deleted — features above your new plan simply stop being editable.
Nothing breaks. Existing entities keep working and reporting; you are prompted to move up a plan before adding another. We do not lock you out of data you have already put in.
One click in Settings. No notice period and no retention call. Your access runs to the end of the period you have paid for, and you can export everything to CSV before or after you cancel.
Snapshot is free and takes a couple of minutes to set up. Move up only when the 90-day view is the thing you actually need.
Prices in USD, billed by Efiner Financial Analytics Inc., Austin, Texas. Tax is calculated at invoicing where it applies. Yearly plans are billed once for twelve months at a 20% discount to the monthly rate. Analytics and reports produced by Efiner are informational only and are not investment, tax, or accounting advice.
