Startegy Pricing, Features, Reviews & Comparison of Alternatives


Data visualization for business finances

4.83/5 (6 reviews)

Startegy overview

Startegy is a data visualization tool designed to help businesses manage and track their finances with customizable dashboards, goal setting and tracking, income statements, real-time data, QuickBooks integration, and more. Accountants and bookkeepers can also manage their clients’ companies from one central dashboard using the Startegy Accountants version.

With Startegy, businesses can track and manage their finances through data visualization and dashboards. The fully customizable dashboard provides reports on the metrics that are most important to the business, ranging from expense breakdowns to total owner’s equity, and data is provided in simple graphs and charts to aid with understanding. Businesses can set up financial goals within Startegy and track the progress of each goal using visual progress bars and gamification. Deadlines can be implemented for each goal and users are rewarded with badges and achievements each time a milestone is reached. Goals can be based on key performance indicators (KPIs) such as income, net profit, net profit margin, expenses, cash on hand, and much more, and status indicators alert users to whether they are 'ahead', 'on track', or 'behind' with their goals.

Integration with QuickBooks Online means that financial changes are reflected in Startegy in real time to ensure reports, goals, and visualizations are always accurate and up-to-date. Startegy can also be used by accountants and bookkeepers to manage all of their clients’ companies in one place, and it integrates with QuickBooks Accountant so that all client data can be synced automatically. Dashboards can be created and accessed for multiple companies, to aid accountants with tracking all of their clients’ finances.


Starting from
Pricing options
Value for money
View Pricing Plans


Business size



United States

Supported languages

Startegy screenshot: Visualize the most important business metrics from the customizable dashboard Forcasting Software For Small BusinessesStartegy screenshot: Strategy provides users with financial reports and charts using real-time dataStartegy screenshot: Set financial goals and track progress as individuals or teams

Startegy reviews


Very good

Value for money
Ease of use
Customer support
Jared Scott

Took Me From Barely Making Money After Taxes To Superbly Profitable

Used daily for less than 6 months
Reviewed 2017-01-06
Review Source: Capterra

Being in a competitive industry, I thought that I could just break through and defy the odds because I work hard and am reasonably smart. The thing is, an entrepreneur needs more than 24 hours each day to develop all of their ideas. Startegy helps you get all of your info into one place and then takes you from 0 to 60 without the sweat and agony of doing all of that on your own. I try to limit my subscription services, but this is one that I cannot live without. It pays for itself easily each month and eliminates the need for me to hire and train someone to do most of what it does for me. This is no sales pitch, but if you are serious about reaching your goals, you can reinvent the wheel or you can buy some tires from Startegy and get moving down the road to success and freedom. The integration is tops. The data is at my fingertips and I am able to see the many aspects of my business in a quick 5 minute review.

Read the full review

Richard Roppa

Best dashboard experience ever!

Used daily for 6-12 months
Reviewed 2018-05-01
Review Source: Capterra

Daily understanding of cashflow and cash forecasting!I get a complete snapshot of all of the money in my business. No other software gives me the detail I need in an easy to read format. I can also set company goals, both short term and long term.

Read the full review

John Briggs

This product provides a much needed visual of what is going on in the financials!

Used weekly for 6-12 months
Reviewed 2018-05-08
Review Source: Capterra

I like how easy it is to use. I like that my clients who don't really love getting into their numbers can now see with visuals what is going on. They are paying more attention to those key factors now that this product makes it easy to do.

Read the full review


Really fun to use! Very Happy with it!

Used weekly for less than 6 months
Reviewed 2018-04-30
Review Source: Capterra

I can quickly see how my business is doing without getting distracted by invoices and normal QB functionality, keeps the convo focused on goals and results.

Read the full review

Jim Trimble

Great software that is getting better every day

Reviewed 2016-12-31
Review Source: Capterra

Clean, easy to sign up and definitely affordable! I am a CPA and am required to do this kind of forecasting all the time. For business owners that like to do this themselves, Strategy is amazing.

Read the full review

Startegy pricing

Starting from
Pricing options
Free trial
View Pricing Plans

14 day free trial - no credit card required.

$29/month (billed monthly) or $19/month for the annual plan ($228 billed annually)

For accountants and bookkeepers:

Single: $17/month/company managed

10 companies: $10/month/company managed (purchase in increments of 10)

White Label: $12/month/company managed (minimum of 20 companies)

Startegy features

Activity Dashboard
Financial Analysis
Real Time Data
Third Party Integration

API (181 other apps)
Accounting Integration (125 other apps)
Accounting Management (122 other apps)
Automatic Notifications (111 other apps)
Automatic Reminders (87 other apps)
Billing & Invoicing (126 other apps)
Compliance Management (87 other apps)
Customizable Reporting (97 other apps)
Data Import/Export (106 other apps)
Electronic Payments (114 other apps)
Expense Tracking (122 other apps)
Invoice Management (174 other apps)
Invoice Processing (103 other apps)
Multi-Currency (106 other apps)
Reporting & Statistics (137 other apps)

Additional information for Startegy

Key features of Startegy

  • Income statements
  • Step-by-step wizard
  • Financial projections
  • Fundraising management
  • Investor management
  • Data visualization
  • Visual analytics
  • Activity dashboard
  • Performance management
  • Performance reports
  • Profitability analysis
  • Goal setting / tracking
  • Status tracking
  • Sales analytics
  • Financial analysis
  • Custom charts
  • Gamification
  • Collaboration tools
  • Dashboard creation
  • Third party integration
  • Real time data
View All Features


Create a customized dashboard to display key business metrics. The pre-assembled Startegy dashboards provide users with the data they need at-a-glance.

Integrate with QuickBooks Online QBO and QuickBooks Desktop businesses in order to synchronize data to Startegy in real time and update data visualizations instantly.

Receive real-time data in Startegy with instant updates to charts, graphs, and goals. There’s no need to wait for data to refresh as it happens in real time through third party integrations.

Visualize data with color-coded, easy-to-read graphs and charts. Startegy aims to make it easy to understand data and identify correlations through visual representation. See if marketing spend is correlated with higher sales with just one visual, and compare other metrics.

Set goals and track progress with gamification and real-time data. Individuals and teams can work on a goal and are rewarded with achievement badges when targets are reached.