AI for Fractional CFOs
The operating system for fractional CFOs serving 10–50 clients. Health-monitor every client weekly, walk into every meeting prepped, and ship board-ready reports in minutes — without hiring another analyst.
The challenges
What advisors keep running into
Every client meeting is a Sunday-night sprint
Pulling QuickBooks, building a deck, finding last month's notes, and writing recommendations — for every client, every month. The hours don't scale.
Your book is bigger than your memory
Between 15 and 40 clients, no human can keep every cash position, KPI, and open action in their head. Something always slips.
Reports look different every time
Hand-built decks drift. Clients (and their boards) want a consistent monthly readout that proves you're on top of it.
What ADK Intel does
The AI opportunity
Portfolio health monitoring
Every client scored weekly across cash runway, KPI variance, risk signals, and engagement. The at-risk shortlist is generated for you on Monday morning.
Auto-generated monthly reports
Branded PDF + portal report drafted from the data: variance commentary, KPI trends, cash forecast, action items. You edit; you don't author from scratch.
Meeting prep in 60 seconds
AI brief for each upcoming meeting: what changed since last time, what's on fire, recommended talking points, and the 3 decisions you need from the owner.
AI advisory copilot
Hiring decisions, SWOT, valuation ranges, expansion analysis — grounded in the client's actual numbers, with US GAAP and IRS guardrails.
How it works
The flow
- Step 1Connect
Wire up QuickBooks / Xero / spreadsheets for each client.
- Step 2Score
Health scoring runs automatically; at-risk clients surface on your daily briefing.
- Step 3Prep
Click into any upcoming meeting — brief, talking points, and recommended actions are waiting.
- Step 4Deliver
Generate the branded monthly report, edit the commentary, send via the portal.
In practice
Real scenarios
Solo CFO running 14 clients
Sunday prep dropped from 4 hrs to 35 min. Added 4 clients in the next quarter without adding hours to the work week.
4-CFO firm going from 12 → 28 clients
Same team, no new hires. Senior CFOs focus on judgment; AI handles analyst-grade work. See the case study.
ROI examples
What firms see
White-label
Your brand, our engine
Branded portal on your domain, branded monthly PDFs, and branded email sending — your clients never see the ADK Intel name unless you want them to.
FAQ
Frequently asked
How many clients can one fractional CFO support on ADK Intel?
Most CFOs comfortably run 12–18 clients with AI-prepped data, weekly health scoring, and auto-drafted monthly reports. We've seen senior CFOs scale to 25+ when the firm has standardized its deliverable.
Can ADK Intel replace my spreadsheet review process?
Yes for variance, KPI tracking, and scorecards. The AI flags anomalies, drafts commentary, and surfaces the 3 things you actually need to discuss. You still own the judgment call.
Does it work with QuickBooks Online, Xero, and Sage?
Yes — all three. Plus CSV uploads for clients on industry-specific GLs. We don't replace your accounting system; we sit on top of it.
Can I white-label client-facing reports and the portal?
Yes. Branded portal on your custom domain, branded monthly PDFs, and branded sending domain for emails (SPF/DKIM/DMARC configured). Clients see your firm.
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.
How does ADK Intel handle multi-entity clients?
Each client can have multiple legal entities consolidated into one view. Roll-up KPIs, cross-entity cash, and consolidated monthly reports are standard.
What integrations are required to get started?
QuickBooks Online or Xero is enough for week-1 value. Bank feeds, CRM, and payroll connectors add depth over time.
How is data security handled across multiple client books?
Per-client tenant isolation, encrypted at rest, SOC 2-aligned controls. Audit log of every data access.
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