The way it usually goes
- Half of every engagement spent making the books analyzable
- Each client on a different tool with a different mess
- Numbers stale by the time the board deck is due
- Reporting packages rebuilt by hand for every client, every month
- No leverage — more clients means linearly more grind
What a CFO engagement looks like
A fractional CFO can open a client’s books the morning of the monthly call, clear a short review queue, run the close checklist, and spend the session on cash strategy instead of cleanup — the same motion repeated across every client. (An illustration, not a customer case study.)
Shipped features, not promises
Everything below is in the product today — try all of it in the free trial.
Books that stay current
Batched AI categorization with a review queue keeps each client’s ledger live between your sessions — you approve, not transcribe.
Real-time financials & custom reports
P&L, balance sheet, and custom report packages that update as entries post — the same deliverable structure for every client.
Every client in one login
Each client (and each of their entities) lives in one place — no juggling five logins and three tools.
A close you can certify
Closing checklists with hard blockers mean the numbers you present are reconciled, not hopeful.
Tax insights on the real ledger
Surface elections and depreciation opportunities from actual books — advisory ammunition, year-round. Professional and up.
Roles for you and the client
Multi-user roles let founders upload and view while you control the books — with a portal for their documents.