✦ Polaris for Advisors · 14-day free trial

A cash-flow dashboard practice for your clients

For bookkeepers, accountants, tax advisors, Profit First coaches and fractional CFOs. Buy seats at advisor pricing, connect each client’s QuickBooks, and give every one of them a full Voyager dashboard — managed from one place.

Start with a 14-day free trial — explore the whole platform, no charge until day 15, cancel anytime before.

See advisor pricing →📅 Request a demoHow it works
1. Buy your seats
Pick how many clients you’ll manage — 1 to 49 self-serve, more on request. Volume discounts start at 5 seats; the more seats, the lower the per-seat price.
2. Connect each client
You connect the client’s QuickBooks (read-only, one click). No work for them. Their dashboard fills in automatically.
3. Manage them all
Every client gets a full Voyager dashboard — cash flow, Profit First, forecasting. You see and manage the whole book from one place.

Volume pricing

Each seat is a full Voyager plan. Cross a band and every seat drops to the lower price.

1–4 seats
$39
per seat / mo
5–9 seats
$31
per seat / mo
10–24 seats
$28
per seat / mo
25–49 seats
$25
per seat / mo
50+ seats
$22
per seat · quote
5
seats
$155/mo · $31/seat · 5–9 band
Free for 14 days · first charge on day 15

🔒 Secure checkout by Stripe · 14-day free trial, cancel before day 15 and you won’t be charged · seats billed whether filled or not

See it live

Book a free 30 minute demo

Want to see it before you buy seats? Grab a 30-minute walkthrough — we’ll show you the client dashboard, how you connect a client’s QuickBooks in one click, and how you manage your whole book from one place. Bring your questions on pricing, migrating your clients, and white-labeling.

Managing 50+ clients?

We’ll set you up with custom volume pricing and help migrating your book. Let’s talk.

📅 Book a call →

Polaris by Better Biz Info · Questions? profit@betterbizinfo.com