Strategic Planning Support
Run annual planning sessions and quarterly rock reviews with AI doing the heavy analytical lifting.
The challenges
What advisors keep running into
Annual planning is heroic and never repeated
The plan dies by April.
What ADK Intel does
The AI opportunity
Annual plan generator
Draft strategic plan from data + owner inputs.
Quarterly rock tracking
Each rock owned, dated, measured.
Scenario modeling
What-if analysis on hiring, expansion, pricing.
FAQ
Frequently asked
Can it support EOS?
Yes — works alongside EOS, Scaling Up, OKRs, or your own framework.
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