Skip to content
skygoldfinancial.org will be moving to skygoldfinancial.net.
SkyGold Financial — gold SG shield logo

October 2026 Edition

AI-AOS Master Pricing Catalog

Automation Operating System — Complete Service & Pricing Guide

SkyGold Financial’s Artificial Intelligence – Automation Operating System (AI-AOS) is a proprietary suite of 100 intelligent automations designed to eliminate manual work, accelerate financial reporting, and deliver CFO-grade insights to businesses of all sizes. Each automation is priced as a standalone monthly subscription or bundled within a SkyGold Financial service package.

Monthly Service Packages

All packages include full access to SkyGold Financial’s AI-AOS platform and dedicated client support.

Bookkeeping Package

$2,000/mo

Full-cycle bookkeeping, bank reconciliation, monthly P&L generation, expense categorization, document management, and bookkeeping support.

Most popular

Bookkeeping + CFO Package

$4,000/mo

Everything in the Bookkeeping Package, plus: fractional CFO advisory, cash flow forecasting, KPI dashboard, quarterly strategy calls, and budget vs. actual reporting.

Full CFO Package

$9,500/mo

Everything in the Bookkeeping + CFO Package, plus: dedicated CFO, board reporting, investor prep materials, strategic financial modeling, and unlimited advisory hours.

One-Time Fees

Fees depend on onboarding requirements, historical cleanup needs, and project scope. All fees are assessed prior to engagement commencement.

Initial Setup Fee

Required for all new clients

$750

Account Takeover Fee

Transitioning from a prior accountant

$1,000

Bookkeeping Cleanup — Light

Up to 3 months of cleanup

$1,500

Bookkeeping Cleanup — Standard

4–9 months of cleanup

$3,500

Bookkeeping Cleanup — Moderate

10–18 months of cleanup

$5,500

Bookkeeping Cleanup — Extensive

19–30 months of cleanup

$7,500

Bookkeeping Cleanup — Full Reconstruction

31+ months of cleanup

$10,000

Rush Processing Fee

48-hour turnaround guarantee

$500

Custom Automation Build

Per automation; priced upon consultation

From $1,200

Top 15 Automations

Browse our top 15 automations, available as monthly add-ons.

15 automations shown

#1Top-selling

AI Client Onboarding Workflow

Client Onboarding & Intake

$297 /mo

#2Top-selling

Automated Welcome Email Sequence

Client Onboarding & Intake

$97 /mo

#3Top-selling

Digital Document Collection & E-Signature Requests

Client Onboarding & Intake

$147 /mo

#4Top-selling

Client Portal Setup & Access Provisioning

Client Onboarding & Intake

$197 /mo

#5Top-selling

KYC/AML Identity Verification Automation

Client Onboarding & Intake

$247 /mo

#6Top-selling

Onboarding Checklist Auto-Tracker

Client Onboarding & Intake

$97 /mo

#7Top-selling

Client Intake Form → CRM Auto-Population

Client Onboarding & Intake

$147 /mo

#8Top-selling

Engagement Letter Generation & Delivery

Client Onboarding & Intake

$197 /mo

#9Top-selling

New Client Service Package Assignment

Client Onboarding & Intake

$97 /mo

#10Top-selling

Onboarding Status Notifications to Client

Client Onboarding & Intake

$97 /mo

#11Top-selling

Bank Feed Reconciliation Automation

Bookkeeping & Accounting

$297 /mo

#12Top-selling

Expense Categorization AI

Bookkeeping & Accounting

$197 /mo

#13Top-selling

Invoice Auto-Entry & Matching

Bookkeeping & Accounting

$247 /mo

#14Top-selling

Accounts Payable Workflow Automation

Bookkeeping & Accounting

$197 /mo

#15Top-selling

Accounts Receivable & Collections Follow-up

Bookkeeping & Accounting

$247 /mo

All prices listed are monthly subscription rates unless otherwise noted. Pricing is subject to scope confirmation. Custom automations are priced upon consultation. SkyGold Financial reserves the right to update pricing with 30-day written notice to active clients.

Build the financial discipline your business demands.

Define your AI‑AOS scope. Establish control. Make decisions with clear financial intelligence.

Client Portal Login

Existing clients: sign in securely to your portal.

Schedule Consultation

Speak with a SkyGold specialist about your business.