Fractional CFO Insights for Growing Agencies

Stop financial surprises before they hurt your business. Get expert-level monitoring of your QuickBooks data without hiring a full-time CFO.

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Smart Financial Monitoring

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Anomaly Detection

AI-powered analysis identifies unusual patterns in expenses, revenue, and cash flow before they impact your business.

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QuickBooks Integration

Seamless connection to QuickBooks Online with secure OAuth 2.0. No manual data entry required.

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Multi-Channel Alerts

Receive alerts via email, Slack, or SMS. Get notified where you work, when it matters.

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Custom Thresholds

Set your own alert thresholds based on your business needs. No one-size-fits-all approach.

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Trend Analysis

Track financial trends over time with beautiful visualizations and actionable insights.

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Bank-Level Security

Your data is encrypted at rest and in transit. We never store your QuickBooks credentials.

Example Alerts

⚠️ Contractor Expense Spike
This month's contractor expenses ($12,500) are 42% higher than your 3-month average ($8,800). Review recent invoices for scope changes or billing errors.
📉 Low Cash Runway
Your cash runway has decreased to 8.2 weeks based on current burn rate. Consider accelerating collections or reducing discretionary spending.
💸 Overdue Invoices
Client XYZ has 3 invoices totaling $14,750 overdue by 35+ days. Follow up immediately to avoid cash flow issues.

Simple, Transparent Pricing

Essential

$49/month
  • 1 QuickBooks account
  • Daily monitoring
  • Critical expense alerts
  • Cash runway warnings
  • Email notifications
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Professional

$97/month
  • 3 QuickBooks accounts
  • Email + Slack alerts
  • Client profitability tracking
  • Custom alert thresholds
  • Weekly CFO summary
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Agency

$297/month
  • Unlimited QuickBooks accounts
  • White-label reports
  • Compliance monitoring
  • Dedicated account manager
  • Annual billing only
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