AI-powered account intelligence for CS teams

Never walk into an EBR unprepared again

AccountIQ monitors your accounts 24/7 — surfacing reorgs, earnings surprises, security breaches, and expansion signals so you always know what's happening before the meeting starts.

Free for up to 5 accounts. No credit card required.

How it works

Three steps to never being blindsided again

Step 1

Add your accounts

Connect the companies you manage. We monitor SEC filings, news, leadership changes, and more.

Step 2

Get real-time intelligence

Our engine surfaces reorgs, breaches, earnings surprises, and expansion signals — before your competitors notice.

Step 3

Generate EBR decks instantly

One click creates a polished executive business review deck with all the intelligence baked in.

Built for Customer Success

Everything you need to stay ahead of your accounts

Real-time intelligence

Monitor earnings, reorgs, breaches, and leadership changes as they happen.

Risk detection

Get severity-ranked alerts so you focus on what matters most.

One-click EBR decks

Generate polished executive business review presentations instantly.

Smart alerts

Configurable notifications via email, Slack, or in-app — never miss a signal.

Team collaboration

Shared workspaces and account assignments for your entire CS team.

Account 360°

Every signal, filing, and insight in one unified account view.

Simple, transparent pricing

Start free. Upgrade when you're ready.

Free

$0/mo

For individual CSMs getting started

  • Up to 5 tracked accounts
  • Daily intelligence digest
  • Basic EBR templates
  • Email alerts
Get started free
Most popular

Pro

$39/mo

For power users who need every edge

  • Unlimited accounts
  • Real-time intelligence feed
  • Custom EBR deck generation
  • Priority alerts & severity filtering
  • SEC filing analysis
  • Slack & email integrations
Start 14-day trial

Team

$99/mo per seat

For CS teams that win together

  • Everything in Pro
  • Team workspace & shared accounts
  • Role-based access control
  • Custom alert workflows
  • API access
  • Dedicated success manager
Contact sales

Ready to know your accounts better than anyone?

Never walk into a meeting unprepared again.