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Use case · Fractional CFOs

Advise more clients with the same hours.

Fractional CFOs spend too much time preparing and not enough advising. Agents prepare forecasts and commentary for every client.

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The problem today
×Hours spent building reports
×Client data in different systems
×Little time for proactive advice
The outcome More clients advised, with deeper insight for each. Talk to us about this
How it runs

Step by step.

1
Client books synced and categorised
2
Forecast and scenarios prepared
3
Month-end commentary drafted
4
Opportunities flagged before meetings

The agents involved

Forecast agentPrepares cash-flow forecasts and answers what-if questions.Explore this agent →
Bookkeeping agentCategorises and reconciles transactions every day.Explore this agent →
Practice CRM agentTracks every client, deadline and advisory opportunity.Explore this agent →
More use cases
Accounting firms →Bookkeeping practices →SMB finance teams →Tax preparation firms →Payroll providers →Wealth & financial advisers →

Getting prepared work back for every client

A fractional CFO's constraint is hours. Each client needs a report, a forecast and a conversation, and the preparation often takes longer than the advice. Scale up the client list and preparation expands to fill the week. The forecast agent prepares a rolling cash view and drafts month-end commentary for each client. You read, correct and add the context only you have. The advice, and the judgement behind it, stay yours.

Because the same agents run for every client, your workflow becomes repeatable. A new client is connected, the forecast is built from their data and the first commentary draft arrives without a blank page. You decide what the client sees, and you still lead every conversation about what the numbers mean.

Making the draft your own

Drafts are useful only if they sound like you and reflect what you know. A little setup time per client pays back, because the same pattern then repeats for every pack that follows. Do this for your first two clients, then reuse it.

  • Give the agent a sample of past commentary
  • Set the layout for each client's pack
  • Mark assumptions you always check
  • Decide which clients get scenario answers

Limits to keep in mind

Forecasts depend on the books beneath them. If a client's bookkeeping is behind, the forecast will be weaker, so the bookkeeping agent can be a sensible first step. The output is a projection, not a promise, and it is not financial advice. Measure the result by how many clients receive a pack on time and how much preparation time shrinks.

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