Lucid Financials Pricing Overview

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Lucid Financials Pricing Key Insights

Last updated on Apr 09, 2026

Lucid Financials offers 4 pricing editions, starting at $130. Lucid Financials pricing tiers are designed to support different usage levels and team sizes. Higher-tier plans are available via direct consultation with the vendor. Compare the Lucid Financials pricing table below to figure out the best fit for your needs.

CFO Services — $130 / Per Month
Bookkeeping — $150 / Per Month
Tax Essentials — $150 / Per Month
R&D Tax Credits — Contact Us
Rated 5.0 / 5

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Bookkeeping
Starting at $150.00
Per Month

Full-service bookkeeping with a dedicated accountant and account manager, 24/7 Slack support, and monthly financial reporting. Priced by monthly spending volume; integrates with QuickBooks, Xero, and other leading accounting software.

CFO Services
Starting at $130.00
Per Month

A dedicated CFO and account manager delivering custom financial models, budget-vs-actuals variance analysis, scenario planning, and industry-specific KPI dashboards. Priced by monthly expenses.

Tax Essentials
Starting at $150.00
Per Month

Tax preparation and filing for all entity types, from LLCs to C-Corporations, with a dedicated tax accountant and account manager. Add-ons available: FBAR $42/bank, foreign shareholder (5472) $42/shareholder, additional state filings $25/state, foreign subsidiaries (5471) $125/subsidiary.

R&D Tax Credits
Contact Us

Contingency-based: Lucid identifies and files for R&D tax credits on your behalf, and only gets paid if you successfully claim a credit. No cost if no credits are found.

Top-Rated Alternatives

Miro
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4.6/5(13,657)
Navan (Formerly TripActions)
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4.6/5(9,522)
Autodesk Forma (formerly Autodesk Construction Cloud)
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4.4/5(5,667)

Lucid Financials Alternatives Pricing

The following is a quick overview of editions offered by other Emerging AI Software

Product Price Features
Miro
Miro
Free
 Free TrialPer Month
Discover what Miro can do for you and your team. Always free
  • Try Miro AI — 10 credits/month per team
  • Start faster and enhance productivity with 5,000+ Miro and community-made templates
  • Seamlessly integrate your workflows with 160+ apps, including Zoom, Slack, Google Drive, and Sketch
  • Use layers to show, hide, and group objects on the same board
  • Single workspace with 3 editable boards
Navan (Formerly TripActions)
Navan (Formerly TripActions)
Navan Enterprise
 Contact Us
For large-scale organizations
  • The full suite of Navan Travel
  • The full suite of Navan Expense
  • Unlimited travelers and expensing users
  • Global program coverage
  • Designated Account Executive
Autodesk Forma (formerly Autodesk Construction Cloud)
Autodesk Forma (formerly Autodesk Construction Cloud)
Autodesk Docs
 Starting at $500.00Per Year
Autodesk® Docs is a cloud-based document management and common data environment in Autodesk Construction Cloud. With Autodesk Docs, you can:
  • Improve accuracy by reducing errors and rework
  • Streamline review and approval workflows
  • Align team members and make project scheduling easier

Various alternatives pricing & plans

Pricing information for the above various Lucid Financials alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.
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