Executive Reporting
Monthly and quarterly executive reports drafted by AI, edited by you, branded for your firm — delivered via portal or PDF.
The challenges
What advisors keep running into
Reports take an afternoon each
And every client wants one.
What ADK Intel does
The AI opportunity
Monthly + quarterly templates
Structured, branded, repeatable.
AI variance commentary
Plain-English explanation per section.
One-click portal delivery
Or download as PDF.
FAQ
Frequently asked
Can I customize the structure?
Yes — section order, KPIs included, and tone are configurable.
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