Turn a client's financials into an investor-ready briefing — in minutes.
The consultant console for fractional CFOs. Upload a QuickBooks P&L or a CFO workbook, get a branded briefing reconciled to the books, and ask the assistant about your whole portfolio.
✓Briefings from a QuickBooks pull or a CFO workbook
✓Net income, recurring mix, and forecast vs. actual to year-end
✓An AI assistant across your clients — scoped to you only