Simple, transparent, per‑entity.
Pricing depends on portfolio size — let's scope a number for yours. We price per entity per month, with no per-user fees, no transaction fees, and no charge for the operational surface once you're ready to run native.
Coherence is priced per entity per month. The floor is in mid-market territory — positioned for finance teams that have outgrown QuickBooks but don't need to buy a NetSuite-class migration to get out from under it.
Volume breaks kick in at larger portfolios. Accounting firms managing multiple client portfolios get a different structure that matches how firms bill. Single-entity operators are welcome — the per-entity model works cleanly at n=1.
The fastest path to a real number is the form below. One business day turnaround on quote requests.
Every portfolio is its own shape. Here are three.
A single company, or a small group getting its arms around portfolio visibility.
Full Portfolio and Period Reports. Obligation tracking. Native accounting ready when you are.
PE portfolios, holdco groups, multi-location operators.
Where Coherence's weekly value shows up most clearly. Volume breaks apply. Typical implementation: trial balance uploads live inside a week.
Large PE portfolios, complex holdcos, and accounting firms managing client books.
Custom scoping. Firms get a structure that matches how firms bill — per-client rates or flat firm fees.
Same product. Every customer.
No feature gates, no upgrade-to-unlock tiers. Every Coherence customer gets the full product. What changes with scale is the quote, the onboarding shape, and the support cadence — not the capability surface.
All nine metrics, all lenses, unlimited trending history.
Revenue, gross profit, net income, cash, AR, AP, inventory, on-time delivery, quote win rate — across every entity, with full drill to transaction.
Unlimited templates, obligation tracking, unlimited uploads.
Every recurring report your team produces — financial or operational — trended from the first period. Obligation tracking included, not an add-on.
Full AP, AR, bank reconciliation, inventory, period close.
When an entity is ready to run native, it runs native — same Portfolio view, more depth underneath. No additional module fees.
Per organization, per entity. No seat math.
Invite the whole finance team, the board, the auditors, the PE deal team. User count never changes the bill.
Banking, NACHA, Positive Pay, and the standard stack.
Bank feeds, payment rails, and the file formats real finance teams actually use. No tier-gated connectors.
Real humans, standard turnaround.
Email, phone, and scheduled sessions with people who have built and run accounting systems. Not tier-one.
Things we charge separately, or don't do at all.
Tell us your shape. We'll send a number.
Five questions. One business day to a real quote, scoped to your portfolio.