AI for financial planners & fractional CFOs
The deck sounds like you. The numbers stay yours.
A custom AI system that drafts your monthly reports, quarterly decks, and the commentary that goes with the numbers — in your framework, your caveats, your voice. It never invents a number.
We take on a limited number of builds at a time.
Your clients don’t pay for the deck. They pay for the judgment inside it. But the deck still takes the hours — every client, every month, every quarter, in a voice only you can write.
A fractional CFO client of ours put a number on it: the quarterly board deck went from six hours to twenty minutes — and the recovered time went into new client capacity.
Six hours → twenty minutes. Same deck. Same standard. Your signature.
“It writes the deck the way I would, and I trust it with the numbers.” — Fractional CFO client
What comes off your plate.
- The monthly client report — every client, every month
- The quarterly board or investor deck
- The commentary that turns statements into something a client can read
- Meeting recaps with next steps, sent same-day
- Proposals and engagement letters for new clients
- Planning updates and check-ins between reviews
- The pre-meeting brief: history, numbers, open items, one page
Here’s what close week looks like. The books close, the statements land, and a first draft of every client’s commentary is waiting — your framework, your caveats, your voice. You verify the numbers and sign.
It never invents a number. Ever.
That’s not a feature. It’s a written rule the system cannot cross — approved by you before it drafts a word, tested against your real work before launch. If a figure isn’t in your data, it doesn’t appear in your draft.
Questions planners and CFOs ask.
Can I trust AI with client financials?
The system runs in your cloud, not ours. It never invents a number — that’s a written rule it cannot cross — and you verify every figure before anything goes out.
What about compliance?
You approve, in writing, what the system may and may not say before it drafts anything — including required disclosures and forbidden claims. Everything ships under your review.
What does it take over first?
Whatever eats the most hours — for most practices, the monthly report or the quarterly deck. That comes off your plate in month one.
Does it work for a solo practice?
Yes. Solo is where the math is starkest: every recurring hour it drafts is an hour that goes back into clients you can bill.
Keep the judgment. Lose the drafting.
On the call, we’ll map which report comes off your plate in month one and what the system takes on by month six. Then you decide.
We take on a limited number of builds at a time.