Simple, transparent, per‑entity.
From $400 to $750 per entity per month, by portfolio size. No per-user fees. No transaction fees. No implementation charges. Same product, every customer.
Coherence is priced per entity per month, with volume breaks at portfolio thresholds. The numbers below apply to most portfolios — single operators through multi-entity holdcos and PE portfolios.
Published pricing applies to entities at typical mid-market volumes — up to roughly 10,000 posted transactions per month. Larger active operating businesses are scoped to actual workload, same per-entity model, sized to the work.
The price is the same whether an entity is uploading a trial balance or running native operations. No upcharge when an entity flips to native — same view, more depth underneath, same per-entity rate.
Trial balance upload is the standard ingestion path today — typically about 30 minutes per period for a 12-entity portfolio. Pull-based integrations from QuickBooks, Xero, and Sage are on the roadmap as customer demand surfaces.
Volume breaks at the thresholds that actually matter.
A single company getting modern infrastructure without a migration.
Full Portfolio view, Period Reports, all native operations capability. $9,000/year, billed annually.
A small portfolio getting its arms around combined visibility.
Same product as every tier. Combined portfolio view across all entities. From $15,600 to $39,000/year.
PE portfolios, holdco groups, multi-location operators.
Where Coherence's weekly value shows up most clearly. From $36,000 to $90,000/year.
Larger PE portfolios and complex holdco structures.
Volume rate for portfolios at scale. From $76,800 to $144,000/year.
Larger portfolios, accounting firms, and entities above 10,000 transactions/month.
Higher-volume operators are quoted to actual workload — same per-entity model, sized to the work. Accounting firms get a structure that matches how firms bill.
The price you see is the price. No setup fees, no migration consultants, no per-user charges.
Standard onboarding is included. Annual contracts, billed annually with optional 10% prepay discount.
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.
Some data is stable — master records, period snapshots. It can be loaded anytime and sit. Other data is live state — open invoice balances, on-hand inventory counts. It only makes sense to load at the moment a function cuts over to running natively. Coherence respects that distinction, and it's why adoption can be incremental instead of all-or-nothing.
Stay combined
01. Upload chart of accounts and trial balance per period — combined view live in 7 business days
02. Subscribe Period Reports your team already produces
Stay here as long as you want. The entity keeps running on its existing system. Trial balances are period snapshots — they don't go stale.
Prep at your pace — anytime
03. Load customers and vendors
04. Load inventory items, service items, and customer price books
Master data can sit indefinitely. Load it when convenient. None of it goes stale because you're not yet running transactions.
Cut over — function by function, when ready
Inventory. Load on-hand counts whenever. Discrepancies become inventory adjustments offset to the ledger — a routine entry your team makes anyway.
AR. Post opening balances as a GJE. Choose summary (one entry, simpler) or subledger detail (per-invoice fidelity for cash application, statements, aging).
AP. Post opening balances as a GJE. Same choice — summary or per-bill subledger detail for accurate payment workflows.
Banking. Load open transactions when ready. Bank rec, NACHA, Positive Pay activate.
Each function cuts over independently, at the moment that function is ready. Run native AR with non-native AP. Run native inventory with everything else still in your old system. Whatever sequence fits your team.
No parallel running. No consultants. No COA redesign. The price is the same whether you stay in combined view or go fully native. No upcharge as depth increases.
Atypical portfolio? Tell us your shape.
Published pricing above covers most portfolios. Use this form for 30+ entities, accounting firms managing client books, or operations above 10,000 transactions per entity per month. One business day to a real number.