Fractional CFO
Fractional CFO Stack
Manages financial modeling, cash flow strategy, and board reporting for multiple startup clients simultaneously.
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Fractional CFO
Fractional CFO Stack
Each stage transforms your work — output of one feeds the next.
1Finance & Accounting
Saves ~10 hrs per client month-end close
DDatarails
Input
Raw trial balances and uncategorized expenses
AI process
Categorizes line items, reconciles accounts, and consolidates multi-entity data into unified models.
Output
Fully reconciled, consolidated monthly financials
Saves ~10 hrs per client month-end close
output becomes next input
2Research & Data
Reduces research time by 4 hrs/week
AAlphaSense
Input
Fully reconciled, consolidated monthly financials
AI process
Extracts specific payment schedules, covenants, and industry benchmarks without manual reading.
Output
Extracted key financial terms and benchmarks
Reduces research time by 4 hrs/week
output becomes next input
3Presentations
Cuts presentation design time by 75%
BBeautiful.ai
Input
Extracted key financial terms and benchmarks
AI process
Translates complex financial data into digestible, auto-formatted charts and slides for founders.
Output
A polished financial reporting deck
Cuts presentation design time by 75%
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Finance & Accounting
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