Financial Intelligence Dashboards
A live dashboard for every client. Revenue, margin, cash, KPIs — with AI commentary explaining what changed.
The challenges
What advisors keep running into
Static dashboards age fast
Spreadsheet dashboards are stale within a week.
Owners don't read raw numbers
They need a narrative around the chart.
What ADK Intel does
The AI opportunity
Live data dashboards
Connect once; refresh continuously.
AI narrative
Every chart comes with a 2–3 sentence explanation.
Branded for your firm
Embed in your portal under your domain.
FAQ
Frequently asked
Does it support custom KPIs?
Yes — define any KPI per client and ADK Intel will track it.
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