Free Web
Free source (opens in a new tab)
Month, annual commitment
For: Trying the diagnostic without a card
Limits
- 1 Business Health Diagnostic
Includes
- Setup wizard
- Command Center
1 more
- Integrations
Productivity & writingDocumented overviewLast checked Oct 1, 2026
Percision: Pricing, Features & Best Use Cases
AI strategy platform for business owners and advisors: framework-based analyses, financial models and an executive command center.
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Our take: Percision suits small business owners and advisors who want framework-based strategy analyses, financial models and a tracked executive command center, starting with a free diagnostic that needs no login.
Main limitation: Autopilot and Concierge are marked coming soon, the $299 Operate plan allows only 3 analysis runs per quarter, and advisor plans start at $199 per month.
Who should use Percision
Percision suits small business owners and advisors who want framework-based strategy analyses, financial models and a tracked executive command center, starting with a free diagnostic that needs no login. Based on the vendor's documentation, not on a hands-on test.
Best for: Small business owners wanting structured strategy
Also a good fit for
- Independent consultants and advisory firms
- Founders needing a business plan document
Consider another tool if autopilot ($899/mo) and Concierge plans marked 'coming soon'
Or if
- Operate plan limited to 3 analysis runs per quarter
- Advisor plans start at $199/mo and scale to $1,499/mo
Percision pricing and usage limits
Prices checked Oct 1, 2026 on the official US pricing page. Official pricing ↗ Prices and limits change often.
Vendor pricing page re-checked automatically 12 days ago: no changes detected.
Free access and trial conditions
Free tier plus a Stage 1 Business Health Diagnostic with no login
14-day free trial on the Analyst plan
Paid plans: what changes as you upgrade
Strategy Web
$99/mo source (opens in a new tab)
Month, annual commitment
Billed monthly
For: Owners wanting their strategy on a page
Limits
- Read-only Command Center
Includes
- Full strategy analysis
- All integrations (unlimited)
1 more
- Goal tree visible
Operate Web
$299/mo source (opens in a new tab)
Month, annual commitment
Billed monthly
For: Running a company by its strategy daily
Limits
- Quarterly refresh with 3 runs per quarter
Includes
- Active task engine
- Manual mode
1 more
- Command Center
Advisor Solo Web
$199/mo source (opens in a new tab)
Month, annual commitment
Billed monthly
For: One advisor with several clients
Limits
- 1 seat
- Up to 5 client companies
Includes
- All frameworks
- White-label
Advisor Practice Web
$599/mo source (opens in a new tab)
Month, annual commitment
Billed monthly
For: A growing advisory practice
Limits
- 3 seats
- 25 clients
Includes
- White-label outputs
- Client switcher
Business Plan (one-time) Web
$149 one-time source (opens in a new tab)
One-time, annual commitment
For: A lender-ready business plan without a subscription
Limits
- One company
Includes
- Market sizing, competition, operations
- 36-month financials with break-even and DSCR
1 more
- SBA format available
No API
Usage caps, credits and extra costs
Pay-per-run $149; human add-ons: Intake Session $600, Strategy Deep-Dive $1,200 and others up to $2,500; Firm, Concierge and Enterprise priced separately
Taxes may apply; prices in USD
What is Percision, and how does it work?
Percision is a web-based strategic intelligence platform. Users provide business context and the engine runs it through 27+ analytical frameworks to produce board-ready reports, scenario analyses and strategic options, which can then be turned into tracked goals, owners and KPIs in an executive command center. A financial module adds DCF valuation, a 'Buffett Score', 60+ ratios benchmarked against industry percentiles and warning signs. The site sells separate plan tracks for business owners and for advisors/firms, plus one-time purchases such as a $149 business plan or a single pay-per-run analysis, and optional human-led consulting sessions.
What you provide and what you get back
You provide
- Business context via setup wizard
- Company data and documents
- Integrations
- Framework selection
You get back
- Board-ready strategy reports
- Financial analysis (DCF, ratios)
- Tracked goals, owners and KPIs
- Lender-ready business plan
Where you can use it
- Platforms
- Web
- Account
- Required
What people use Percision for
Scenarios are worked out by our editors from the documentation; the actual result depends on your input and plan.
Running a free business health diagnostic before committing
- Who
- Small business owners
- You provide
- Business context in the setup wizard
- Expected result
- Free health diagnostic before paying
- Plan needed
- Free
- Limitation
- Stage 1 diagnostic only source (opens in a new tab)
Producing a lender-ready business plan with 36-month financials
- Who
- Founders seeking financing
- You provide
- Company details
- Expected result
- Lender-ready plan with 36-month financials
- Plan needed
- Business Plan one-time
- Limitation
- Single company only source (opens in a new tab)
Framework-based strategy analysis for one company
- Who
- Independent advisors
- You provide
- Client company data
- Expected result
- Framework-based analyses for up to 5 clients under white-label
- Plan needed
- Advisor Solo
- Limitation
- 1 seat only source (opens in a new tab)
What Percision does, and where it stops
Stage 1 Business Health Diagnostic, free without login
Runs a free Business Health Diagnostic without login Lets you judge value first
27+ analytical frameworks and 7 core strategy frameworks
Applies 27+ analytical frameworks including 7 core strategy frameworks Gives structured analysis, not free-form chat
Executive Command Center with KPI tracking
Turns options into goals, owners and KPIs in an Executive Command Center Connects analysis to follow-through
Financial module: DCF, Buffett Score, 60+ ratios, warning signs
Adds DCF valuation, a Buffett Score and 60+ ratios with industry percentiles Supports investment and lending conversations
Percision: strengths and limits
Where Percision is strong
- Free tier and free diagnostic with no card required You can test before spending documented source (opens in a new tab)
- One-time pay-per-run option instead of a subscription You can buy an output rather than a subscription documented source (opens in a new tab)
- Prices shown in USD with annual discounts on advisor plans You can budget in dollars with discounts for advisors documented source (opens in a new tab)
- Publicly readable sample 84-page report You can judge report depth before paying documented source (opens in a new tab)
Limitations to check before paying
- Autopilot ($899/mo) and Concierge plans marked 'coming soon' Fully autonomous features are not yet available documented source (opens in a new tab)
- Operate plan limited to 3 analysis runs per quarter Heavy re-analysis needs a higher tier documented source (opens in a new tab)
- Advisor plans start at $199/mo and scale to $1,499/mo Small advisories pay a substantial monthly fee documented source (opens in a new tab)
- Human consulting add-ons cost $600 to $2,500 Consulting add-ons significantly raise cost documented source (opens in a new tab)
How to use Percision for running a strategic analysis of a small business
Set up Percision
- Open percision.app and start the free Business Health Diagnostic
- Complete the setup wizard with your business context
- Connect integrations if you want live data
Example: running a strategic analysis of a small business
- Review the diagnostic results
- Choose a core strategy framework to run
- Turn the recommended options into goals with owners and KPIs
- Export the board-ready report
Review and export the result
- Check that the inputs in the report match your actual numbers
- Compare the plan's financial assumptions against your own
Percision integrations and API
Native integrations and export formats
Export: Board-ready reports, PDF decks via Gamma, Excel financial models (InvestmentsIQ)
API access and separate billing
Percision has no public API in its official documentation. API/SSO listed on the Firm plan; docs page 404
Privacy, data use and commercial rights
Summarized from the vendor's current policies; this is not legal advice and a vendor's badge is not an independent audit.
How your inputs and outputs are handled
Business inputs and generated analyses
Policy states Input is not used to train AI models without explicit written consent
Server logs retained for security and debugging
Commercial use and plan restrictions
unknown
SOC 2 Type II and HIPAA-ready on Enterprise
Controls for business users
- SSO/SAML
- Data residency options (Enterprise)
Policies: percision.app/privacy
Percision alternatives by need
"Better suited" is based on documented features and pricing, not on a head-to-head test.
ChatGPT: better suited to
Claude: better suited to
Notion AI: better suited to
Perplexity: better suited to
| Alternative | When to choose it | Pricing | Limitation | |
|---|---|---|---|---|
| ChatGPT | — | — | ||
| Claude | — | — | ||
| Notion AI | — | — | Compare | |
| Perplexity | — | — |
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Percision FAQ
How much does Percision cost for business owners?
Free is $0, Strategy is $99 per month and Operate is $299 per month, while Autopilot ($899) and Concierge ($2,499) are marked coming soon. source (opens in a new tab)
Is there a free option?
Yes, a Free tier and a Stage 1 Business Health Diagnostic that needs no login. source (opens in a new tab)
Can I buy just a business plan?
Yes, one lender-ready business plan is $149 one-time with no subscription. source (opens in a new tab)
What do advisors pay?
Solo is $199 per month, Practice $599 and Firm $1,499, with separate Analyst, Consultant and InvestmentsIQ tracks priced at $249, $549 and $1,199 per month. source (opens in a new tab)
Is my input used to train AI?
The privacy policy says Input is not used to train AI models without explicit written consent. source (opens in a new tab)
Sources and review methodology
Official sources and verification dates
- Percision — Know where your next dollar of growth comes from homepage · checked Oct 1, 2026
- Pricing — Percision pricing · checked Oct 1, 2026
- Percision privacy policy · checked Oct 1, 2026
Not verified: API docs; Autopilot/Concierge launch; Exact retention periods.
How we documented and maintain this page
Every fact about Percision above comes from the 3 official pages listed here, last compared on Oct 1, 2026; we have not run Percision ourselves, so it has no editorial score. How we check and re-check pages.
Article updated Oct 10, 2026; prices checked Oct 1, 2026. Outbound links to vendors are plain links; we do not earn commissions. How we review · Report an error