From the books to the boardroom.
The modeling, reporting, and meeting tools fractional CFOs use to run client engagements — and bookkeepers use to start.
Be first in when we open the doors.
Demo data previewOne platform. Two ways in.
Replace the stack you're holding together.
You're already doing the work. ModlOS replaces the spreadsheet stack, the reporting tool, and the separate meeting software with one platform built for how you actually run engagements.
See it for fractional CFOsI'm a bookkeeper ready to do moreA framework, not a blank page.
You know advisory is where the value is. ModlOS gives you the models, dashboards, and frameworks to deliver CFO-level insight — without years of CFO experience to build it all yourself.
See it for bookkeepersRight now, advisory work lives in five places at once.
The books are in QuickBooks. The reporting is in another tool — or a spreadsheet you rebuild every month. The cash flow forecast is its own spreadsheet. Client meetings run off a third app, or a doc, or nothing. And every month-end, you stitch it all into a PDF by hand.
It works. But it doesn't scale — and it's not what your clients are paying for. They're paying for judgment, not assembly.
Two sides of one platform.
The numbers side
Connect QuickBooks or Xero and ModlOS turns raw ledgers into CFO-grade output: dashboards, financial statements, KPIs, budgets, and the financial models that tell clients what to actually do next — breakeven, what-if scenarios, 13-week cash flow.
The operating side
Then run the engagement. Scorecards, priorities, issues, accountability charts, and a meeting structure that keeps clients accountable between sessions — plus a branded client portal so they see progress in your colors, not ours.
Everything an advisory engagement needs.
Dashboards & reporting
P&L, balance sheet, and cash flow statements that build themselves from synced data — exportable to branded PDF or Excel.
Learn more02Financial modeling
Breakeven, what-if scenarios, and the modeling frameworks that turn “here’s what happened” into “here’s what to do.”
Learn more0313-week cash flow
A rolling cash forecast your clients can actually act on — the single most-requested CFO deliverable, built in.
Learn more04The operating system
Scorecards, priorities, issues, accountability charts, and meeting agendas — the EOS-style toolkit, connected to the financials.
Learn more05Client portal
A clean, branded view your clients log into — including Client Clarity, a plain-language financial summary they’ll actually read.
Learn more06White-labeling
Your logo, your colors, your firm’s name on every dashboard, portal, and PDF. ModlOS stays invisible.
Learn moreBuilt on the frameworks CFOs already trust.
ModlOS didn't invent a new way to read a business. It builds in the proven ones — the Power of One, the four chapters of cash, sustainable growth rate, business valuation drivers — so the analysis you hand clients rests on methodology they (and their bankers) already respect.
If you've been doing this work for years, you'll recognize it. If you're just starting, you've got a framework instead of a blank page.
Built in a working practice. Not a lab.
ModlOS exists because the firm that built it needed it first. Every feature was shaped by real client engagements — the reports that actually get used, the meeting structure that actually keeps clients on track, the models clients actually ask for.
Every month-end used to mean jumping between tools just to assemble the modeling and reporting our clients pay us for. We built ModlOS to end that. It's not a product we sell and walk away from — it's the platform we run our own client work on.
Jerry P. Garcia
ModlOS is in active use today and opening to a wider group of firms soon.
Straightforward pricing. Priced per firm, not per seat.
Starter
Dashboards, reports, budgets, client portal.
Growth
Everything in Starter, plus financial modeling, 13-week cash flow, and white-labeling.
Pro
Everything in Growth, plus the full operating system and multi-entity consolidation.
Every plan includes unlimited staff users and unlimited free client portal access. Save 20% with annual billing.
Already looking at other tools?
If you're weighing ReachReporting, Cash Flow Story, or another reporting platform — we've done the honest side-by-side, including where they might be the better fit.
See what your firm looks like on one platform.
Join the waitlist and you’ll be among the first firms in when ModlOS opens.