Identifying Cash Flow Risks
Never get blindsided by a client cash crisis again. Weekly forecast, runway alerts, and AI commentary on what's tightening.
The challenges
What advisors keep running into
Cash crises arrive without warning
If you're not watching weekly.
What ADK Intel does
The AI opportunity
13-week direct forecast
Updated weekly per client.
Runway alerts
Below threshold? You get notified.
AR/AP aging integration
Built into the forecast, not bolted on.
FAQ
Frequently asked
Can owners see it?
Yes — branded view in their portal.
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