Stop guessing your finances.
Start knowing.
TheAdvisor gives your business a live financial command center — with Monte Carlo forecasting, a Kanban cash-flow board, hiring cost simulation, and multi-tenant team access. All in one platform.
The Problem
Most businesses fly blind on finances
Spreadsheets, disconnected tools, and month-end surprises cost you time, money, and peace of mind.
The old way
- Spreadsheets that break with every new hire
- No visibility into Cashflow until month-end
- Guessing future revenue with single-point estimates
- Siloed data across multiple tools
- Manual CSV reconciliation every cycle
- One team member owns all the financial context
The TheAdvisor way
- Live financial dashboard, always up to date
- Kanban board shows every pending payment in real time
- Monte Carlo simulations with 10,000-iteration confidence bands
- All businesses, one account with role-based access
- Smart import with auto-categorization and dedup
- Team access with Viewer, Analyst, Admin & Owner roles
Features
Everything your finances need
From Monte Carlo scenario modeling to real-time cash-flow Kanban — TheAdvisor is the operating system for your business finances.
Monte Carlo Forecasting
Run probabilistic revenue and cash flow simulations with p10–p90 confidence bands. Model uncertainty, not just linear projections.
Financial Kanban Board
Drag transactions through Overdue → Pending → Approved → Paid stages. Real-time cash flow visibility for your entire team.
Hiring Cost Simulator
Calculate the true employer cost of every hire — salary, payroll taxes, benefits, equipment, and overhead — before committing.
CSV & OFX Import
Upload bank exports and accounting files. Auto-categorize transactions with configurable rules and duplicate detection.
Multi-Tenant Architecture
Manage multiple businesses under one account. Full data isolation via Row Level Security — built for holding companies and advisors.
Stripe Billing
Subscription plans with automatic Stripe webhook processing. Upgrade, downgrade, and manage billing without touching code.
Pricing
Simple, transparent pricing
Start free, upgrade when you need more intelligence.
Free
Perfect for individuals and freelancers getting started.
- 1 business
- 1 user
- 100 transactions / month
- Basic transaction tracking
- CSV import
- Standard reports
- Monte Carlo forecasting
- Kanban board
- Hiring simulator
- Team access
Professional
For growing businesses that need advanced intelligence.
- 5 businesses
- 10 team members
- Unlimited transactions
- Monte Carlo forecasting
- Financial Kanban board
- Hiring cost simulator
- CSV & OFX import
- Role-based access
- Advanced reports (P&L, CF, BS)
- White-label
Enterprise
For holding companies, advisors, and large teams.
- Unlimited businesses
- Unlimited users
- Unlimited transactions
- Everything in Professional
- White-label branding
- Priority support
- Custom onboarding
FAQ
Common questions
Can I manage multiple businesses under one account?
Yes. TheAdvisor is built on a multi-tenant architecture. A single account can hold multiple businesses — ideal for holding companies, franchises, or financial advisors managing multiple clients.
How does the Monte Carlo forecasting work?
You define revenue and expense distributions (mean + standard deviation) and TheAdvisor runs 10,000 simulation iterations to produce probability-weighted outcomes — p10, p50, and p90 confidence bands — across your chosen time horizon.
What file formats can I import?
We support CSV (from any bank or accounting tool) and OFX / QFX (Open Financial Exchange, standard for most US/EU banks). Import duplicate detection prevents double-counting.
Is my financial data secure?
All data is protected by Supabase Row Level Security (RLS) policies — your data is mathematically isolated from other tenants at the database level. We also enforce rate limiting, input validation, and Stripe handles all payment processing.
Can I invite my accountant or team members?
Absolutely. Every account supports four roles: Owner, Admin, Analyst, and Viewer. You control exactly what each person can see and do.
Contact
Get in touch
Have a question or want to learn more? Send us a message and we'll respond within 24 hours.
Ready to take control
of your finances?
Join businesses already using TheAdvisor to forecast revenue, manage cash flow, and make better financial decisions — faster.