Turn the reports into priorities
Discuss the changes in revenue, costs and margin with a financial professional, then agree which issues deserve your attention first.
Have someone to discuss the numbers with when the decision matters. Add financial support around your results, cash and plans, with a scope that fits your company.

With us
Works with your AI assistant
Discuss the changes in revenue, costs and margin with a financial professional, then agree which issues deserve your attention first.
Review cash timing and assumptions before a hire, purchase or investment, using your company's figures as the starting point.
Agree next steps, responsibilities and a review date within the service scope, so the conversation leads to work your team can follow.
Use the reports to discuss what changed in revenue, costs and margin, then agree where to investigate before setting the next priorities.

Review the cash outlook and its assumptions together to discuss whether the timing of a planned commitment fits the money expected in.

Bring results and cash into the same review so your next steps reflect both profitability and the company's ability to fund them.

Agree how the CFO support works alongside your accountant and who owns each task. Your company keeps the approval of business decisions and payments.
The records, reports and cash views provide a shared starting point for the financial discussion.
Confirm availability, meeting frequency, preparation and deliverables before starting. CFO support is priced separately from the base platform.
No. This is an optional human service with a separately agreed scope and price. Confirm availability and the support your company needs in the first conversation.
No. The service works alongside your accountant. Agree the responsibilities for records, reporting, tax work and business advice before you start.
The frequency depends on the scope you choose. Agree the review calendar, preparation and deliverables around your company's decisions.
Tell us what you need and we will get back to you.
