AI for EOS Implementers
EOS gives you the framework. ADK Intel gives every client a live scorecard, a quarterly rock review, and L10 prep that connects vision to numbers.
The challenges
What advisors keep running into
Scorecards die between sessions
Clients commit to weekly scorecards in Day 1 and let them lapse by Day 30.
Rocks slip without intervention
By week 6 of the quarter, nobody is tracking progress on the rocks.
Owners don't read their own numbers
Without a forcing function, financial reviews fall off.
What ADK Intel does
The AI opportunity
Auto-scorecard from accounting + ops data
Weekly scorecard refreshes itself. Yellow and red flags surface for you in advance of the L10.
Quarterly rock dashboard
Track each rock with a single owner, a progress trajectory, and a clear status.
L10 prep brief
Walk into every L10 knowing exactly what to drill into.
FAQ
Frequently asked
Can scorecards be automated from accounting and ops data?
Yes. Weekly scorecards auto-populate from QuickBooks/Xero and connected ops sources. Yellow/red flags surface in advance of the L10 — no client has to manually update anything.
Can quarterly planning and rock reviews be streamlined?
Yes. Quarterly rock dashboard tracks each rock with a single owner, dated milestones, and a progress trajectory. Quarterly review packets auto-draft so you spend the session on conversation, not slide-building.
Does it replace Ninety.io, Bloom Growth, or Traction Tools?
No — it complements them. ADK Intel is the financial intelligence layer (scorecards from real data, financial reviews, cash forecasting). You can keep your EOS-specific tooling.
Can owners read their own data between L10s?
Yes — branded client portal with KPI dashboard, scorecard, and quarterly review. Reinforces the EOS rhythm between your sessions.
How does pricing work?
Three tiers: Foundation $299/mo, Operator $799/mo, and Command $1,999/mo. Annual billing is 20% off. Enterprise plans available — see /pricing.
Related
Continue exploring
ADK Intel was built by operators who ran fractional CFO and CAS practices — and got tired of Sunday-night prep. The team blends advisory firm partners, finance practitioners, and AI engineers who ship US GAAP/IRS-grounded analysis at scale.
Advisors should spend time on judgment, not data shuffling. AI replaces the analyst layer; senior advisors are the moat.
- Fractional CFO operations
- Client Advisory Services (CAS) productization
- Advisor capacity planning
- AI-grounded financial analysis
- White-label advisory delivery
- Standardized monthly client reviews
See ADK Intel in your firm
A 30-minute demo on your real client roster. See the meeting prep, the monthly report, and the AI advisor — live.
Request a demo