Skip to main content
Plans

Choose the support your business needs today.

Clear monthly pricing. Month-to-month. We finalize what's included after our first call together.

01 · Clarity

Clarity

For owners who need answers, fast.

CAD $1,200/month

Clean books, a monthly review, and a clear answer to ‘are we actually making money?’ — without hiring internally.

What you get
  • Clean monthly bookkeeping
  • Monthly financial review with a partner
  • Basic KPI snapshot
  • Email access during business hours
AI Benefits Included
  • No AI Add-Ons Included
  • AI Add-Ons available separately
Start Here
02 · Growth

Growth

Our most popular plan for $500K–$2M businesses.

CAD $2,500/month

Monthly close, a simple KPI dashboard, cash planning, and a recurring strategy session with your Nexum partner.

What you get
  • Everything in Clarity
  • Monthly close & variance review
  • KPI dashboard tailored to your business
  • 13-week cash flow planning
  • Quarterly strategy session
AI Benefits Included
  • 1 AI Lite Workflow Included
  • Estimated value up to CAD $1,500
Examples:
  • Payment reminders
  • Lead follow-up automation
  • Client follow-up automation
  • Automated recurring emails
  • Basic reporting automation
Start Here
Recommended
03 · Leadership

Leadership

For strong businesses ready for senior financial guidance.

CAD $5,500/month

Everything in Growth plus hands-on financial leadership, board-ready reports, and quarterly strategic planning.

What you get
  • Everything in Growth
  • Hands-on financial leadership
  • Board / lender-ready reporting
  • Quarterly planning & forecasting
  • Decision support on hires, pricing, contracts
AI Benefits Included
  • 1 Strategic AI Add-On Credit Included
  • Estimated value up to CAD $5,000
  • 20% discount on additional AI Add-On Setup Fees
Eligible Add-Ons:
  • AR Collections Automation
  • Client Onboarding Automation
  • Executive Reporting Automation
  • Client Follow-Up Automation
  • AI Customer Service Assistant

Discount applies to AI Add-On Setup Fees only. Monthly Management Fees apply at standard rates.

Start Here
04 · Full Support

Full Support

An embedded finance team for your business.

CAD $8,500/month

A complete finance function on demand — senior guidance, controller-level rigor, forecasting, and day-to-day decision support.

What you get
  • Everything in Leadership
  • Embedded controller-level rigor
  • Weekly executive cadence
  • Investor / acquirer-ready data room
  • Operational systems implementation
AI Benefits Included
  • 2 Strategic AI Add-On Credits Included
  • Combined value up to CAD $10,000
  • 30% discount on additional AI Add-On Setup Fees
  • Priority implementation queue
Eligible Add-Ons:
  • AR Collections Automation
  • Client Onboarding Automation
  • Executive Reporting Automation
  • Client Follow-Up Automation
  • AI Customer Service Assistant

Discount applies to AI Add-On Setup Fees only. Monthly Management Fees apply at standard rates.

Start Here

Month-to-month · Direct partner contact · Clarity within 30 days · About the cost of one senior hire

Compare plans

Side-by-side. No marketing language.

Every feature, across every plan. So you can see exactly what changes when you move up a tier.

Capability01 · Clarity02 · Growth03 · Leadership04 · Full Support
Monthly reporting & closeBasicTailoredFullFull
Executive dashboardsKPI snapshotTailoredFullFull
13-week cash flowYesYesYes
12-month rolling forecastsQuarterlyQuarterlyMonthly
Strategic planning sessionsQuarterlyQuarterlyMonthly
Senior CFO partner contactEmail, business hoursDirect lineHands-onEmbedded
Board / lender-ready reports
AI add-ons availableAdd-onAdd-onRecommendedIncluded
Embedded controller rigour
Working cadenceMonthlyMonthlyQuarterlyWeekly
Beyond Advisory

Most advisory firms stop at recommendations.

Nexum helps clients implement improvements through Financial Intelligence, Operational Intelligence, and AI Automation.

Available automation solutions include:
  • Accounts Receivable Automation
  • Client Onboarding Automation
  • Executive Reporting Automation
  • Client Follow-Up Automation
  • AI Customer Service Assistants

Result: less manual work, better visibility, faster decisions.

AI add-on implementations

AI Automation Add-Ons

Enhance any Nexum engagement with automation solutions tailored to your business.

AR Collections Automation
Setup Fee
CAD $1,500 – $3,500
Monthly Management
CAD $500 – $1,200
Client Onboarding Automation
Setup Fee
CAD $1,500 – $4,000
Monthly Management
CAD $500 – $1,000
Executive Reporting Automation
Setup Fee
CAD $1,000 – $3,000
Monthly Management
CAD $400 – $900
Client Follow-Up Automation
Setup Fee
CAD $1,000 – $2,500
Monthly Management
CAD $300 – $800
AI Customer Service Assistant
Setup Fee
CAD $2,500 – $7,500
Monthly Management
CAD $800 – $2,000
Plan discounts
  • Leadership Plan — 20% discount on additional AI Add-On Setup Fees.
  • Full Support Plan — 30% discount on additional AI Add-On Setup Fees.

Monthly Management Fees are not discounted.

Final quote depends on system count, data volume, and integration complexity. Every project starts with a free scoping call.

One-Time & Project Services

Not ready for a monthly plan? Start with a focused project.

For owners who need a clear answer, a specific deliverable, or financing-ready numbers — without a long-term commitment.

Guarantee
Minimum CAD $900 in savings identified — or 100% refund.

We're so confident in the Hidden Cost Audit that we put our fee on the line. If we don't find at least $900 in savings, you get every dollar back.

Financial Diagnostic Pro
CAD $475 · one-time

A senior partner reviews your books and operations and gives you a clear, prioritized action list.

Talk to a Nexum Partner
Deep Financial Diagnostic
CAD $1,500 – $3,500 · one-time

A full review of cash flow, profitability, and reporting — with a written plan you can act on or hand to your team.

Talk to a Nexum Partner
Hidden Cost Audit
CAD $900 – $1,800

We find leaks in your spending and operations. Guaranteed: minimum CAD $900 in savings identified, or 100% refund.

Talk to a Nexum Partner
Bank Financing Package
CAD $2,500 – $5,000

BDC / TD / RBC-ready package with 3-year projections, so your loan or line of credit application gets taken seriously.

Talk to a Nexum Partner

Each project starts with a short call so we scope it right and quote a firm price.

Taking on a few new clients this quarter

Let’s have a real conversation about your numbers.

cta.sub