Client Scorecards
Scorecards that actually stay current. Live data feed, weekly refresh, red/yellow/green visualization, AI commentary.
The challenges
What advisors keep running into
Scorecards die without automation
Manual scorecards last a quarter at most.
What ADK Intel does
The AI opportunity
Auto-refresh
Pulled from accounting + ops data.
RYG visualization
Owners glance and know status.
FAQ
Frequently asked
Works with EOS?
Yes — drop-in replacement for the EOS weekly scorecard.
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