Client cockpit
A separate view per engagement for cash, activity, deadlines, and open decisions.
Independent CFOs
Your method scales.Your advice stays unique.
For independent and fractional CFOs who want to serve more clients without turning their expertise into repetitive production.
Decouple capacity from days sold.
Every engagement gets an always-on operating foundation. Agents maintain production between interventions; you arrive with context ready for decisions.
Collection, cleanup, and formatting consume a growing share of billable days.
Client context is scattered across tools, files, and occasional exchanges.
Between interventions, operating continuity still depends on manual follow-ups.
One cockpit per client, one method across all.
Keep your way of working while replicating the operating building blocks that make every engagement reliable and consistent.
01
Frame the client
Sources, goals, cadence, and ownership are defined at the start of the engagement.
02
Delegate production
Agents prepare recurring cycles and flag the points that require your expertise.
03
Decide and advise
You step in for scenarios, decisions, and the relationship with leadership.
Focus on what clients are really buying.
The agent layer covers operating continuity. Your time stays dedicated to interpretation, framing, and decisions.
Recurring production
Close, AP, AR, and reporting prepared at the cadence agreed with each client.
Scenarios & board
Forecasts, analysis, and decision support ready for executive conversations.
Expand your portfolio without stretching your days.
The diagnostic identifies what to delegate to agents and where your expertise creates the most value.
Typical setup
One foundation per client · operator seats · agents activated by engagement.
Outcome
More client capacity, consistent production, and more time devoted to advice.