Consultant Portal

Financial Planning Software for Consultants and Their Clients

Fractional CFOs, bookkeepers, coaches and small-business advisors onboard and manage client decisions and forecasting on one automated platform.

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A consultant's dashboard: open items, pending invites and replies owed at a glance, the two threads waiting longest, and the client roster
2 of 5 Clients waiting on a reply this morning, longest wait first, on the demo firm's board
Built For
  • Fractional CFOs
  • Bookkeepers
  • Business coaches
  • Accountants
  • Small-business advisors
Featured On
A Firm's Day

One Client, Start to Finish

Onboard the Books in a Conversation

Upload the client's sales and expense exports. The software asks what the files leave unclear, then builds the business for you to approve, at no charge.

A client's sales and expense files read into a business, with the questions the software asks before it builds anything

Hand Over a Graded Picture

The client sees their money walked from sales to take-home pay after tax, with every line graded against peers in their industry.

A 71% cash conversion marked You on a scale from 15% Lagging to 90% Excellent, landing in Good, with its definition and benchmark source

Model the Decision Under Your Advice

Step into the client's account and work in it as they would, under a banner that says whose numbers these are: price the hire, the rate change or the new debt, then walk them through what it does to their cash.

A price change run inside a client's account, under the banner that says whose account the consultant is working in: revenue, costs and cash flow, current against scenario

Work Every Client From One Board

One roster shows each client, their open items and every question still waiting on a reply, longest wait first. Replies land on the board and in the client's inbox; your private notes on a client never leave your side.

Hire an assistant before January? Open High
  1. Maya, Steadyroot Wellness

    A virtual assistant at 10 hours a week, about $1,000 a month, would take scheduling, the inbox and client admin off my plate. The numbers say it pays for itself if the hours go into six more coaching clients and the course. Is that a fair read, and what should we watch in the first three months?

  2. You

    It is a fair read, with one condition: the freed hours have to be booked. Track two numbers monthly: sessions delivered and course sales. If both are up by month three, the hire is paying its way. Write the handoffs down before the first day.

Occam, AI Advisor

The Routine Questions Never Reach Your Desk

Occam sits on every client screen and answers what a number means, how a statement works and where a figure came from. What lands on your board is the question only you can answer: whether the model will work.

Occam Takes

The How

Which stream earns the most?
  1. Maya

    Which of our streams brings in the most gross profit?

  2. Occam

    1-on-1 Coaching, by a wide margin: about $94,689 a year after Stripe fees, against about $2,206 from the Rooted Reset Course once its platform is paid. Coaching is 97% of sales and every dollar of it needs you in the room: 528 sessions a year.

  • What does cash conversion mean?
  • Why is the tax estimate 25 cents on the dollar?
  • How does the income statement get to net income?
You Take

The Why

  • Will this model hold if coaching demand softens?
  • Is the course worth keeping, or a distraction from the room?
  • Should the hire come before the price rise, or after?
  • Is this the business worth building for the next two years?

Every one arrives with the client's numbers already open beside it, so the conversation starts at the judgment, not the arithmetic.

“Now I have a lot more confidence around the numbers, and I can’t imagine that most founders have access to something like this.”
Debbie Founder, Fluen$y
What Clients Say
For Each Client

Four Analyses, Run Under Your Name

Personal Audit

Ground your business planning in your current household financials.

Account for your household finances and lifestyle goals to quantify the gap from where you are now to where you want to be.

See It in Full
Business Diagnostic

Understand and benchmark your cash flow like an investor.

Upload however you track your finances. No setup, no chart of accounts to build first.

See It in Full
Strategic Decisions

Make quick and confident decisions, backed by numbers you trust.

A menu that covers every decision an owner faces, each one focused and structured so you understand it in depth.

See It in Full
Forecasting

Build a business where you only do the parts you love.

Right now you probably do everything. Design what the business looks like when you don't, and map how to get there.

See It in Full

Built Around the Firm

The Advice Stays Yours

The software does the arithmetic and keeps the client's numbers current. The recommendation is still the one you make.

Access Starts With the Client

A client's numbers open to your firm only once they approve the link, and close again the moment either of you ends it.

Priced for Your Practice

Each firm is quoted after the demo, for the clients it serves, under an engagement letter.

How client data is protected

Common Questions

How does a client join my firm here?

You send an invitation to their email. Nothing opens until the client accepts it from their own account; an unanswered invitation expires after 14 days. A client who already uses the platform links the same way.

What does the client see, and what stays with me?

The client sees their own numbers, every analysis run in their account and the board you share. Your notes on the client are private to your firm and never shown to them.

Can I work inside a client's account?

Yes. Once linked, you step into the account and use every tool as the client would, under a banner that names whose account it is. Each entry and exit is logged, and the client can end the link at any time.

How is a firm priced?

By quote after the demo, scaled to the clients your firm serves, under an engagement letter. There is no self-serve firm plan.

Can I try the tools before the demo?

Yes. A free account opens the same tools your clients use, on numbers of your own. The firm's roster, act-as and board come with the demo.

See It With Your Own Clients in Mind

Walked through with your practice in mind. We reply within one business day.

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