Close the month.
Bill like a CFO.
Point the agent at a closed month. It drafts a client-ready CFO write-up with variance commentary, trend analysis, and forward-looking recommendations. You polish 10%. Charge 3× the fee.
No credit card required · SOC 2 audit in progress · Cancel any time
The hours you save become the hours you bill.
From P&L to narrative,
in one pass.
The agent runs in two stages: a Data Analysis pass that grounds every claim in numbers from your QBO close, then a Narrative Generation pass that writes the prose in your firm's tone. Every line is traceable to a source row.
- Pulls P&L, balance sheet, KPI deck, prior-period commentary, and your tone of voice
- Variance explanations grounded in actual GL movement, not guesses
- Trend analysis on rolling 6/12 month windows
- Forward-looking recs flagged against the firm's playbook (cash, hiring, pricing)
Monthly financial review
Revenue came in above the prior month, driven by project closings — each figure traced to the GL.
Net income dipped due to a one-time expense; the draft shows both the reported and normalized view.
I'd watch labor utilization this quarter — it's drifting toward the threshold you set…
Looks like your firm.
Reads like your CFO.
Upload your logo, set your tone (formal / direct / warm), and every write-up ships brand-locked and on-voice. Clients see your firm — not a generic AI report.
- Logo, accent color, typography pack — applied automatically
- Tone selector: formal, direct, warm, plainspoken
- Per-firm prompt library — reusable phrasings, comparisons, frameworks
- Export to PDF, web link, or send straight to the client portal
Every close becomes
an advisory upsell.
Bookkeeping clients get a sample CFO Review on their portal. They click 'I want this monthly' and you've upgraded an engagement — without writing a sales email. You set the price and keep 100% of the fee.
- Sample write-up auto-generated for every bookkeeping client
- One-click upgrade flow on the client portal
- Pricing locked at the firm level — your rate, not ours
- Deliver every write-up to the client portal or as a branded PDF
Write-ups, demystified.
Move upstream.
Without hiring a CFO.
Connect QuickBooks. Run the agent on last month's close. See the write-up before your trial ends.
14 days free · No credit card · Cancel any time
SOC 2 audit in progress · Built in the U.S.