Delivering Better Advisory Reports
Reports owners actually read. Tight executive summary, KPI narrative, variance commentary, and recommended actions — branded for your firm.
The challenges
What advisors keep running into
Owners don't read 40-page decks
They read 3-page narratives.
What ADK Intel does
The AI opportunity
Tight executive summary
Generated by AI, edited by you.
Visual KPI narrative
Charts with a sentence of context each.
Action items
What you're recommending, owner-by-owner.
FAQ
Frequently asked
Portal or PDF?
Both. Owners pick.
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