Run your firm. Run your client engagements. One system.
Scorecard, meetings, priorities, accountability chart, and strategic plan — built into the same platform as your financial reports and modeling.
The weekly pulse of every engagement.
The Scorecard tracks weekly — or any-frequency — measurables: the operational metrics that indicate business health. Each measurable has an owner, a goal, and a comparison rule, so every number has a person accountable for it. “On track” / “Off track” badges flag immediately whether the business is hitting its numbers. A fractional CFO can review every client's operational pulse in one sitting before the weekly meeting — no spreadsheet to assemble first.
Demo data: Summit Gear Co. — five weekly measurables tracked across owners and goals.
Structure the conversation your clients need.
A structured weekly or monthly meeting workflow, built into the platform. The agenda walks through scorecard review, prior commitments, current priorities, the issues list, and headlines. Action items captured in-meeting roll into To-Dos; issues identified roll into the Issues list; notes and ratings are preserved per meeting so you can track engagement quality over time. The weekly client meeting becomes a repeatable, documented ritual instead of an ad-hoc call.
Demo data: Summit Gear Co. — a structured meeting that reads from the scorecard and captures into to-dos and issues.
Everything else in the operating system
Priorities
Quarterly or annual priorities — the work themes that drive the business forward. Each owner tracks their priorities through the quarter; the team sees what's on-track and what isn't.
To-Dos & Issues
Action items from meetings and operational issues that surface during the week. Owned, dated, and tracked through to resolution.
Accountability Chart
A visual chart of who owns which function and what outcomes they're responsible for. Clarifies accountability without the formality of an org chart.
Strategic Plan
Long-range vision, core values, target market, and strategic priorities — the “why we exist and where we're going” document, captured and reviewed.
Weekly Updates
Asynchronous weekly check-ins from each owner — what got done, what's blocked, what's next. Replaces ad-hoc status emails.
Multi-Client Operations
Run the operating system for your firm and each of your client companies. Every entity gets its own scorecard, priorities, meetings, and accountability chart — one platform.
The operational layer, in the same place as the financial one.
The operating system isn't a separate tool you switch into and out of. Scorecard measurables connect to the financials they reflect. Meeting action items connect to the to-dos they generate. Strategic priorities connect to the quarterly performance you measure.
A fractional CFO runs the operational layer of a client engagement in the same place they run the financial layer — no context switching, no spreadsheet syncing, no separate platform fees.
Included with Pro.
Run the whole engagement in one place.
7-day free trial — every feature unlocked, up to 3 companies, no credit card. Stand up a scorecard and a meeting cadence for a real client.