The strategic advisory practice you've built, on one platform.
Reporting, modeling, client engagement, and operations — built for the way fractional CFO firms actually work.
A week in the practice, mostly held together by tabs.
Monday morning, you open eight browser tabs to pull this week's numbers across your book of clients. QBO here, Xero there, the AR aging from one place, the bank feed from another. You paste into Excel, fix the formatting, refresh the dashboards you built last quarter and have been maintaining ever since.
By Tuesday you're in client meetings. The spreadsheet is open, the deck is up, the founder asks a what-if question — pricing change, headcount plan, a new lease — and the honest answer is “let me model that and get back to you.” The data isn't connected to the model; the model isn't connected to the report; the report isn't connected to the portal the client never actually logs into.
End of month: twelve to fifteen pages of board deck per client, most of it recreating last month's work with new numbers. End of quarter: trying to reconstruct what priorities you set in January from notes scattered across three tools. The advisory work is real and the clients pay well for it. The plumbing underneath is held together by tabs and habit.
Same work. Less plumbing.
Monday morning the dashboards already exist and the numbers are already current. Connected accounting data flows in; the firm-side overview and the client-facing dashboard both update from the same source. No paste, no refresh, no formatting cleanup.
In the Tuesday meeting, the founder's what-if becomes a live lever you pull together — pricing, headcount, runway — with the answer on the screen before they finish the question. The model runs on the connected data, not a stale extract.
Monthly reports become a click: cover page, P&L, balance sheet, cash flow, KPI commentary, all in your firm's branding, generated on the cadence you set. Quarterly priorities are tracked in the operating system through the quarter — you review them on the way in, not reconstruct them from memory. One platform, one login, one set of numbers.
Capabilities, ordered by what differentiates you.
Modeling & Lever Analysis
Scenario forecasting, lever analysis, and 13-week cash on the same connected data — the strategic work that justifies what you charge.
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02Client Portal, white-labeled
Every client touchpoint carries your firm's name and branding, not ModlOS's. Free client users — invite the whole leadership team at no per-seat cost.
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03Business Operating System
Run your firm and each client engagement with the same operational discipline: scorecard, priorities, structured meetings, accountability chart.
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04Reporting & Monthly Reports
Dashboards on connected data; the monthly deliverable polished and on autopilot, in your firm's branding.
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Priced per firm, not per seat.
Most fractional CFO firms land on Growth ($399/mo): enough company quota for a typical book of clients, with white-labeled client portal and branded monthly reports included. Pro ($799/mo) is the next step when client count grows or the full Business Operating System becomes part of the engagement.
Pricing is per firm, not per seat — invite your whole team and every client user without per-head fees. At a typical engagement rate of several thousand a month per client, the platform is a small fraction of one client's revenue.
Run the practice you've built, on one platform.
7-day free trial — every feature unlocked, up to 3 companies, no credit card. Stand up a real client engagement in an afternoon.