Monthly customer statements for Square, sent for you
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Paid
Pricing
Essentials: $245/mo per entity. Growth: $445/mo per entity. Intelligence: custom pricing. Portfolio plans start from $1,500/mo. One entity is $245/mo on Essentials. Three is $735/mo. From the fourth entity you move to a Portfolio plan, from $1,500/mo.
$15 per month per business with unlimited customers and statements, 14-day free trial, no contract
Key features
Free Rapid Scan: three personalized insights in 30 seconds
Full Diagnostic: 50-point analysis across five pillars in under 24 hours
Truth Cards: findings with evidence, competitor comparison and revenue impact
Concept Studio: develop product concepts with renderings and cost models
Simulation Engine: test concepts with synthetic buyer panel
12 strategy and drafting agents for work preparation
Competitor monitoring across up to 10 direct competitors
Integration with Shopify and Google Business Profile
White-label reports for agencies on Growth and Intelligence plans
API access on Intelligence plan
One balance per customer with total owed and past due amount
Pay link for every invoice
Invoice aging by days late
Activity tracking since last month
Automated monthly delivery
Preview before sending
Read-only Square access
What makes it different
Analyzes 5,000+ market signals with direct competitor benchmarking
Every recommendation backed by evidence with estimated monthly revenue impact
30-Day Truth Guarantee: second month free if no gap worth more than monthly plan is found
End-to-end workflow from diagnosis to AI-assisted work preparation
No integrations required: starts with just a business URL
One combined monthly statement per customer instead of separate reminders
Ontevo
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