For accounting firms with 5 to 50 people

For firms who prioritize advisory services

Pick a time on the right. Bring a client's QuickBooks or Xero file and we'll build their cash flow forecast, scenarios, and dashboard in front of you. No slide deck.

• Scale advisory without adding headcount. Deliverables ready before the monthly meeting.
• Built by a former outsourced CFO. You'll talk to a founder, not an SDR.
• Pooled client licenses, no implementation. Connect a client in about five minutes.

Trusted by firms like KLR and HBK. SOC 2 certified. Works with QuickBooks Online, QuickBooks Desktop, and Xero.

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