Polaris
by Better Biz InfoCash flow & profit, in the clear
A cash flow & Profit First dashboard that gives you instant visibility and clarity into your business — so you always know where your money’s going and what to do next.
Choose your plan
Your numbers, made clear — refreshed every week. Try any paid plan free for 30 days — cancel anytime.
💰 Pay annually and save 14% — that's 2 months freeCompass
$0
Start free — the essential tools, no card needed.
👥 Single user
- ✓A free starter Profit Potential Report — your real numbers on screen (full report + downloads on a paid plan)
- ✓Your Finances at a Glance — cash in/out, your Profit First snapshot, and your key trends
- ✓Trend & Expense Analysis — see where every dollar goes and what changed, category by category
- ✓Unlimited Quick Profit Assessments — see your profit split in minutes
- ✓Debt Crusher — a payoff plan with a real finish date
- ✓Allocation calculator — tells you the exact dollars to move
- ✓My Profit First Setup — set your allocation percentages and targets, and keep a dated history of every change
- ✓QuickBooks Health Check — see what is unreconciled, what looks duplicated, and what is parked in Opening Balance Equity (reading statements and the reconciliation worksheet are on the paid plans)
- ✓Access to your business Command Center
- ✓Lifetime access to The Profit Shift — our weekly profit newsletter
- ✓Single user
- ✓Friendly email support from a real human
Navigator
$39$19/mo
✓ 30-day free trial
Your numbers, crystal clear — refreshed every week.
👥 Single user
- ✓Everything in Compass, plus:
- ✓Your live Cash Flow Dashboard — every number auto-synced from QuickBooks each week (Compass is a one-time snapshot)
- ✓Every KPI that matters — margins, payroll, marketing ROI, occupancy & more
- ✓Comprehensive Quarterly Profit First Reviews — clear targets + a plan to hit them
- ✓Know if you’re lean or bloated — live industry benchmarks
- ✓Break-Even & TIFA planner — the exact revenue that funds your whole business
- ✓Every report at your fingertips — full history + PDF/Excel downloads
- ✓Reconciliation help — upload your bank statements and get a worksheet naming the exact transactions to uncheck to make a month reconcile, plus what to fix and why (5 statements a month)
- ✓Single user
Most popular
Voyager
$69$39/mo
✓ 30-day free trial
Maximum clarity, plus coaching to accelerate your profit.
👥 Up to 5 users
- ✓Everything in Navigator, plus:
- ✓Up to 5 team members — invite your partner, bookkeeper or staff
- ✓Forecast — project revenue, profit, cash & your Profit First buckets forward, with seasonality & your glide path
- ✓Budget vs Actuals — set a monthly budget and track your real results against it, month by month
- ✓Organization Design Review — send your managers and your whole team a questionnaire about how the work really happens, then get the org chart and the bottlenecks read out of what comes back
- ✓VPS Training Library — on-demand video courses (Profit First, QuickBooks, Scaling & more)
- ✓Monthly live office hours with the founder — bring your questions, get tips & advice
- ✓Reconciliation help for more books — 10 statements a month instead of 5, for catching up several accounts or a whole year at once
- ✓Priority support — straight to the front of the line
Flagship
Let’s talk
Everything in Voyager — plus live 1-on-1 coaching with the founders.
👥 Up to 5 users
- ✓Everything in Voyager, plus:
- ✓Live 1-on-1 coaching with the founders — direct, personal, focused on your numbers
- ✓Your VPS roadmap — a tailored plan for Visibility, Profitability & Scalability
- ✓Hands-on help hitting your Profit First targets — not just the reports
- ✓Direct access to Adam & the team between sessions
- ✓Priced to your business — book a call for a quote
🚀 Early-adopter pricing. These are our founding-member rates — join now and you’ll lock in this price and help shape what the dashboard becomes.
✉️ Every account — free or paid — includes lifetime access to The Profit Shift, our weekly newsletter with practical tips to grow real, lasting profit.
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Bookkeeper, Profit First coach, or fractional CFO?
Use Polaris for all your clients at a wholesale rate — a full Voyager dashboard for each one, managed from a single place.
See wholesale plans →Already a member?
Sign in →Paid plans: after checkout we email a one-time sign-in link, then you connect QuickBooks. Secure payment by Stripe. Free plan needs no card.
🔒 Confidential & read-only — we never change anything in your QuickBooks. Questions? profit@betterbizinfo.com