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 controls in place · 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)
March 2026 financial review
March came in 12% above February, driven by the Riverside and Oakwood project closings.
Net income dipped 5% MoM due to one-time equipment repair. Normalized: $79K (+4.6%).
I'd watch labor utilization this quarter. It's drifting toward the 76% threshold you set in February…
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
a $750/mo 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. Most firms convert 1 in 4 in the first quarter.
- 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
- Track upgrade rate, MRR delta, and conversion from the firm dashboard
“We raised every engagement by $800/month because we could finally show clients what they were paying for. The CFO write-up sells itself — my partners just have to sign off.”
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 controls in place · Built in the U.S.