Operational intelligence infrastructure for modern teams.
ADK Intel is an AI-assisted software platform for operational visibility, KPI tracking, forecasting workflows, and strategic planning - built for advisory firms, fractional CFO teams, financial operations groups, and executive leadership.
See ADK Intel in motion
A quick tour of the intelligence, advisory, and collaboration layers.
Built to reduce repetitive operational work.
Every workflow is designed to reduce repetitive prep work across forecasting, KPI tracking, reporting, follow-ups, and operational visibility — so teams can focus on strategic decision-making.
Automate recurring summaries, action items, operational tracking, and reporting preparation.
Forecasting, KPI reviews, reporting, and collaboration connected in one operational layer.
Teams, advisors, and stakeholders working from centralized operational intelligence.
One sophisticated surface for every client in your book.
Firm-wide health, risk heat maps, advisor workloads, upcoming meetings, and unresolved action items - all in one executive-grade view. Drill into any client to see KPIs, budget vs actual, cash runway, and AI-flagged anomalies.
- Firm-wide client risk heat map and health scores
- Per-advisor workload and unresolved items
- Budget vs actual with AI variance commentary
- Cash flow forecast and runway pressure timelines
- Custom triggers - hiring, margin, payroll, AR aging
An AI-assisted operational intelligence operating system.
Eight integrated intelligence layers compose a single operating surface for modern firms and finance teams.
Firm, advisor, and client - each with the right surface.
Manage advisors, clients, access, and firm-wide intelligence in one view.
- Assign advisors to clients & restrict access
- Firm-wide risk heat map & advisor workloads
- Manage KPI and industry templates
- Subscription, billing, and portal settings
Run client engagements end-to-end with AI-assisted prep and documentation.
- Upload, review, and map client data
- Build budgets, forecasts, and scenarios
- Track KPIs and generate executive summaries
- Choose exactly what reaches each client portal
A polished, advisor-controlled view of the work - nothing more.
- Branded portal - only what advisors choose to share
- Live KPI dashboards, budget vs actual, and runway
- Meeting summaries, recordings, and assigned action items
- Approval queues for reports, scenarios, and deliverables
- Document vault with versioning and audit trail
- Direct messaging with their advisory team
- Never sees internal advisor notes
You control what enters the platform.
No raw bank feeds. No required system integrations. No customer or employee PII. Just clean exports, reviewed mappings, and dashboards your firm - and your clients - actually trust.
Every upload requires explicit confirmation that the file has been scrubbed of SSNs, tax IDs, bank account numbers, employee identifiers, customer PII, PHI, and any unnecessary private information.
- 01Upload scrubbed exportExcel, CSV, PDF, or transcript. Advisor selects client, source, and period.
- 02AI maps & flagsDetects accounts, ranges, anomalies, and new lines needing budget mapping.
- 03Advisor reviewsConfidence-scored suggestions. Nothing finalizes silently.
- 04Dashboards updateKPIs, budget vs actual, forecast, and client portal refresh automatically.
Software posture. Reviewed outputs. Validated decisions.
ADK Intel is operational intelligence software - not a ledger, payroll system, or tax filing tool, and not a provider of accounting, tax, legal, investment, HR, or financial advisory services. All AI-assisted outputs are informational and should be independently reviewed with qualified professionals.
Users are responsible for ensuring uploaded information complies with internal privacy, confidentiality, and data-sharing requirements, and for validating any output before acting on it.
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Serve more advisory clients, with deeper intelligence.
Step into the ADK Intel command center and see your portfolio the way a modern CFO firm should.
30-minute walkthrough · no card required · we tailor it to your firm