An AI-assisted operational intelligence operating system.
Eight integrated intelligence layers - infrastructure, AI, financial, operational, strategic, workflow, education, and analytics - composed into a single operating surface for modern firms and finance teams.
Advisory economics
Built to give senior advisors their hours back.
Every layer below is engineered to compress the structured, repeatable work that drains advisory margin - prep, KPI assembly, recap writing, follow-through - so senior judgment is what clients actually pay for.
0 hrs
saved per client / month
0%
faster project cycles
0x
client capacity per advisor
01
Core Platform Infrastructure
The operational backbone - multi-client workspaces, permissions, ingestion, and audit.
Firm activity streamLive
Acme Co.uploaded Q3 P&L export
just now
Sarah K.approved forecast scenario
just now
Northwindnew message in portal
just now
Systemweekly backup completed
just now
GlobexKPI threshold crossed
just now
Jordan T.assigned 3 action items
just now
Stark Ind.client portal access granted
just now
Audit logpermission change recorded
just now
Acme Co.uploaded Q3 P&L export
just now
Sarah K.approved forecast scenario
just now
Northwindnew message in portal
just now
Systemweekly backup completed
just now
GlobexKPI threshold crossed
just now
Jordan T.assigned 3 action items
just now
Stark Ind.client portal access granted
just now
Audit logpermission change recorded
just now
Multi-client firm dashboard
Role-based permissions
Firm admin controls
Client portal access
Upload-first ingestion
Notification system
Messaging center
File & document management
Integrations hub
Firm-wide exports & backups
Historical result tracking
Audit history
Workspace management
02
AI Intelligence Layer
AI-assisted operational visibility, meeting intelligence, and workflow co-pilots.
Summarize Acme's Q3 variance and draft next steps.
Revenue +6.2% vs plan. Gross margin -3pts on COGS drift.
Investigate vendor pricing
Reforecast Q4 with 2 scenarios
AI Operational Assistant
AI workflow co-pilot
Meeting intelligence
Transcript analysis
Executive summary generation
Variance commentary
Action item extraction
AI-generated workflow suggestions
Operational risk detection
KPI insight engine
AI-generated forecasting suggestions
03
Financial Intelligence
Forecasting, budgeting, scenario, and cash-visibility systems.
Cash runway forecast
14.2 mo
BaseAggressive
KPI tracking & benchmarks
Budget builder
Driver-based forecasting
Cash flow forecasting
Strategic revenue modeler
Budget vs actual analysis
Scenario planning
Tax estimate engine
Profit First tracking
Forecast assumptions
Financial statement education
Cash vs accrual intelligence
04
Operational Intelligence
Diagnostics, profitability analysis, and operational drift detection.
Op intelligence scan11 focus areas
Operational Intelligence Scan
SWOT analysis
Risk register
Operational drift analysis
Product / service profitability
Client profitability analysis
Expansion planner
Location analysis
Product line analysis
Process bottleneck analysis
Organizational readiness scoring
05
Strategic Toolkit
High-level decision support for valuation, hiring, comp, and capacity.
Valuation snapshot
DCF
$8.4M
+12% YoY
EBITDA x
6.2×
Industry 5.4×
Hire ROI
8.4 mo
Breakeven
Exit readiness
72/100
Business valuation
Exit readiness analysis
Hiring ROI analysis
Compensation planning
S-Corp compensation analyzer
Strategic hiring intelligence
Revenue lever planning
Capacity planning
Operational scaling analysis
Workforce planning
06
Workflow & Execution Systems
SOPs, task tracking, approvals, and collaborative execution.
Engagement checklist4 / 7 complete
Send pre-meeting agenda
Upload Q3 financials
Review variance commentary
Approve forecast scenarios
Client homework: AR aging
Schedule strategic review
Publish executive summary
SOP builder
SOP template library
Workflow templates
Homework system
Task management
Accountability tracking
Approval workflows
Advisor / client collaboration
Engagement workflows
Recurring operational checklists
07
Education & Enablement
Interactive academy, guided learning, and team onboarding.
Operational Intelligence Academy
Reading a cash flow statement100%
Driver-based forecasting72%
Setting KPI targets45%
Scenario planning basics0%
Operational Intelligence Academy
Interactive financial education
Guided learning modules
Client homework
Presentation mode
KPI education
Forecasting education
Business operations training
Team onboarding
New hire enablement
08
Analytics & Formula Engine
Vetted calculators, ratios, and scenario modeling primitives.
Contribution margin calculator
Revenue$1,240,000
- Variable costs$496,000
↓
Contribution margin
60.0%
Breakeven
$418k / mo
Formula library
ROI calculators
Margin calculators
Break-even analysis
Contribution margin analysis
Cash runway analysis
Financial ratio engine
Labor burden calculations
CAC / LTV analysis
Scenario calculators
Ready to see it in action?
Open the command center or book a guided walkthrough of your firm's workspace.