The operating system for financial firms.
Client and account management, fees and billing, ironclad access control, audit trails, and clean books, on one real-time source of truth. Every module. Unlimited users. Built for firms that cannot afford a mistake.
Flat. Everything included.
- Unlimited users, no per-seat fee
- Access control and audit trails
- No contract, cancel anytime
- Two months free, no card
Two months free. No credit card.
Clean books, without the month-end scramble.
A financial firm lives on accuracy and trust, and both erode in manual reconciliation, weak access controls, and an audit no one is ready for, while a per-seat CRM, an accounting package, and a billing tool never quite agree.
Goúri runs the whole firm on one core.
Not a CRM bolted to an accounting package and a spreadsheet. A unified system where clients, accounts, fees, expenses, and the books are the same source of truth, in real time, with granular access control and a full audit trail on every action.
The whole firm, on one system.
Not a feature list. A look at how Goúri solves the specific, high-stakes problems financial firms face every day. Browse by area, open any one, and click a highlighted item to go deeper.
Clients & engage
Bill & comply
Run the firm
Clients & Accounts
Every client and account, one profile.
See every engagement, fee, document, and payment for a client in one place, with the ledgers and segments to manage the relationship and the risk.
Know every client
- Client groups for fee tiers, segments, and entities
- Client ledgers in three formats, by date or engagement
Onboard and document
- Documents and agreements stored against every client
- Bulk-import clients via a 24-field template
Tap a highlighted item to go deeper
What this covers
Every capability is included in the flat price. No module upcharge, no tier to unlock.
One nervous system, client to clean ledger.
Your client desk, your clients' statements, the review calendar, and your back office all read and write to one real-time core. Bill a fee or log an hour and the engagement, the receivable, and the books all update at once.
No fee lost between the engagement and the ledger, and no access granted by accident. A fee, a payment, or a record change reaches the books and the audit trail the instant it happens.
5 surfaces · one real-time core · hover to explore
Client desk
Onboard, bill, and collect in one place.
- Engagements, fees, and retainers in one register
- Every fee posts to the client and the books
- Credit, terms, and rate groups per client
- Receipts and statements issued automatically
Every fee and hour, one clean ledger.
An engagement becomes a fee schedule, billable time and expenses accrue against it, and one click turns it all into an invoice that posts straight to your books, with a full audit trail. The whole relationship is one continuous, auditable record.
One engagement, one core, fully logged from fee to filing.
- Monthly retainer
- $4,000
- Billable time18.0 h
- $3,600
- Expensestravel
- $420
Posts straight to the P&L, no re-keying
Two hundred dollars. Everything included.
Transparency is not a marketing tactic for us, it is the foundation of our model. Here is exactly what you get, and what it costs.
- Monthly price
- $200 a month. Flat, with the price locked for two years. No asterisks.
- Users & seats
- Unlimited. Every advisor, accountant, and partner. No per-seat fee, the very thing most advisory and accounting software punishes growth with.
- Clients & entities
- Unlimited. Ten clients or ten thousand, one entity or thirty, your price does not change.
- Modules
- All of them. CRM, engagements, fees, invoicing, access control, accounting, payroll, and reports.
- Contract
- None. Cancel any month you choose. We earn your business every 30 days.
- Data storage
- 44 GB included. Most firms never reach it. Overages are passed through at our cost, not yours.
- Free trial
- Two full months, completely free. No credit card to start.
- Support
- Priority one-on-one sessions with a trained Olympas engineer, for every customer, not just a premium tier.
A typical firm pays per seat for a CRM, again per seat for an accounting package, again for billing, and an audit tool on top. Add ten people and every bill goes up. Goúri replaces the stack for $200 flat, no matter how many people you hire.
One flat bill, one clean ledger.
What a financial firm typically pays for, against one platform that includes it all, for any number of people.
| Goúri | Advisory + accounting suite | Bolt-on tools | Legacy ERP | |
|---|---|---|---|---|
| Starting price | $200/mo flat, unlimited users | Per user, per month | A separate bill each | $100+/user/mo |
| What is included | CRM, fees, billing, access control, accounting | CRM or accounting, with add-ons | One job each | Per-module licensing |
| Per-seat fees | None | Yes, every seat | Usually | Yes |
| Access control and audit trail | Built in, 150+ permissions | Limited | Separate tool | Per module |
| Time to launch | Days | Weeks | Weeks | Months |
Built for firms that cannot afford a mistake.
Goúri is for wealth and advisory practices, accounting and bookkeeping firms, insurance brokerages, and fintech back offices tired of paying per seat for a CRM, then bolting on accounting and billing that never reconcile. You are our customer if:
- You run an advisory, accounting, or brokerage practice that bills clients and lives on accurate, audit-ready books.
- You need granular access control, so cost data and consolidated views are seen only by the people who should.
- You need a full audit trail on every action, ready for a regulator or an auditor at any time.
- You lose days each month to manual reconciliation and reporting across disconnected systems.
- You bill retainers and recurring fees and want them billed automatically, tied to clean books.
- You are tired of per-seat pricing that raises the bill every time you hire.
Start today. No risk, no card, no contract.
Every capability described here is available now. Use the whole platform for two full months, free. If Goúri does not earn its place in your firm, cancel anytime. We earn your business every 30 days, or we do not deserve it.