Do I have to use AI?
No. AI is what most clients come to us for — it's where the real efficiency, accuracy, and speed gains live — but it's not required. If you'd rather start with Excel, Google Sheets, PowerPoint, or PDF reporting, the same framework applies, and AI can be added later if you decide you want it.
Will AI replace my accountant or CFO?
No. AI does not replace financial expertise — it enhances it. AI-generated outputs are based on structured financial data and designed to support informed decision-making, not replace professional judgment. Think of it as the upgrade your team would build themselves if they had time.
What's included in the free Executive Reporting Assessment?
A focused review of your current reporting setup — tools, cadence, KPIs, gaps, and pain points. You walk away with a prioritized action plan covering which reporting upgrades would deliver the most value, which paths to skip, and which service tier (if any) makes sense for where you are right now. No commitment, no obligation, no pressure to sign up. Many clients book the Assessment just to get a second opinion on their reporting setup — and that's fine too.
How long does onboarding take?
Onboarding typically runs 2–4 weeks from kickoff to your first dashboard, depending on the complexity of your data sources and the tier you're starting with. During that time we connect your accounting and payment systems via middleware, design your KPI structure, build your dashboards, and configure your executive summaries. After onboarding, your reporting layer runs on a monthly cadence with data refreshed automatically between cycles.
What tools do you use to build the dashboards?
Executive dashboards are built with modern web technology (React, Chart.js, Recharts) paired with AI services from providers like OpenAI and Anthropic — the same stack powering most modern data products. Data connections flex to your organization's comfort level: live API integrations when you want continuously updated dashboards, scheduled exports for a more controlled approach, or simple CSV and Excel uploads when sensitivity or simplicity matters most. Deliverables can be live React dashboards, Excel or Google Sheets workbooks, PowerPoint board decks, or PDF financial packages — whichever fits how your team works.
Do you handle the data connections too, or does my team?
For most clients, we use established middleware tools (Coupler.io, Mosaic, Fivetran, and similar) to pull data from your accounting and payment systems into the reporting layer — no engineering work required from your team and no custom API code from us. For larger clients with existing data infrastructure or a data team already in place, we work on top of what they've already connected and focus our work on the reporting and executive insight layer. Either way, our lane is the reporting and visualization side — not custom systems integration.
Is my financial data secure?
Yes. We use established middleware tools (Coupler.io, Fivetran, and similar) with read-only access wherever possible — meaning no custom API work, no engineering team required, and nothing writes back to your source systems. AI processing follows enterprise data-handling practices (we use API endpoints that don't train on your data), and access is restricted to people you authorize. We can review specific security requirements during onboarding.
Who is this for?
Two main audiences: finance professionals (CFOs, controllers, FP&A leaders) who want the executive reporting upgrade they haven't had time to build themselves, and SMB owners, SaaS founders, and agency operators who need clear visibility into their numbers without hiring a full-time finance team.
What's the difference between the three tiers?
Executive Financial Reporting (starting at $2,497/month) is backward-looking reporting — dashboards, KPI tracking, monthly executive summaries. Best for businesses that need executive visibility but don't yet need forecasting.
Reporting & Forecasting Pro (starting at $4,997/month) adds forward-looking analysis — rolling 12-month forecasts, scenario modeling, cash flow forecasting, and department-level reporting. Best for finance-mature businesses that need decision support, not just reports.
Fractional FP&A & Advisory (starting at $7,500/month, custom engagement) includes everything plus board reporting, investor packages, strategic planning, and ongoing executive advisory. Best for companies needing dedicated fractional FP&A leadership.
Most clients start with a free Executive Reporting Assessment and we recommend the right tier from there.
