Give every client a CFO — without hiring one

The opportunity

The market already moved. The tooling hasn't.

Advisory is the profession's fastest-growing, highest-margin service line — and the one most firms can't staff. Your clients want a CFO's answers. You have the judgment. What's missing is the machine that turns clean books into CFO-grade deliverables without a CFO's hours.

17%

median annual CAS growth — roughly twice the overall firm average.

50%

median margin on client advisory services, once you're not doing it by hand.

39%

of firms still don't offer business-insights (CFO-level) services at all.

65%

plan to upskill staff into CFO & business-insights work — the capability they're missing.

Source: 2024 AICPA / CPA.com Client Advisory Services (CAS) Benchmark Survey. Billing on hours fell from 53% to 10% since 2018 — the model already changed; the tooling to deliver it profitably is the gap.

Your whole book, one view

Walk in Monday knowing which clients need you first.

The firm cockpit reads every client's books overnight and ranks your roster by what needs a human — a margin that slipped, a close that's ready to send, a cash week worth a call, an uncategorized balance before you sign off. One click opens that client's full CFO workspace. No more opening twenty workbooks to find the one that matters.

◎

Triage, not archaeology

A health score and the single top flag per client, sorted worst-first. You spend your morning on the clients that need judgment, not the ones that are fine.

✦

Every flag drills to the ledger

"Gross margin −4.5 pts" opens the client's P&L, then the transactions behind it. You verify before you advise — audit the AI before your client asks.

The cockpit is rolling out now. See exactly what it ships →

The deliverables

What you'd bill a CFO for — drafted, reviewed by you, branded as yours.

Every client gets the full CFO workspace. You review and sign; the client sees your firm's name on it.

The annotated close

Same-day "what stood out," materiality-aware flags, and a Books-Trust score that catches the mess before you sign off.

13-week cash

A timing-aware weekly forecast per client — the payroll-week call you make before they ask you to make it.

The board pack

Pin the numbers, let AI draft the narrative, export a white-label deck or send a no-login link — in minutes, per client.

Forecast & valuation

A 24-month three-statement model and a defensible business value — the analysis that used to mean a $5,000 engagement.

See the full deliverables tour →

The realization math

Stop giving the advisory away.

The reason so many firms don't sell CFO-level advisory is that doing it by hand — assembling the statements, rebuilding the model, writing the board narrative — eats the margin. When the deliverables assemble themselves for your review, the same package you used to give away for free becomes a service you bill for.

The work didn't get less valuable. It got less expensive to produce.

Advisory, by hand

Monthly package you bill$900

~6 hrs senior time to produce−$900

Margin~$0

Advisory, with FuseGrid

Monthly package you bill$900

FuseGrid, per client−$69

~1 hr to review, was ~6 to build−$150

Margin~$680

Illustrative — the point is that the labor which used to eat the margin is gone, so the same package becomes mostly profit.

Why you can put your name on it

AI is the engine. You're the architect.

The numbers come from a deterministic pipeline over each client's general ledger — the same math every time. AI writes the explanations on top, and every figure links to the transactions behind it. Nothing reaches a client until you've reviewed it. You can audit the AI before your client ever thinks to.

It drafts

The analysis, done

The close read, the forecast, the board narrative — assembled from the client's real books, ready for your review.

You decide

Nothing ships unreviewed

You adjust, you approve, you sign. The judgment and the client relationship stay yours — that's the part that was never the grunt work.

You can prove it

Every number to the ledger

One click from any figure to the transactions behind it. Read-only, so it can analyze the books and never change them.

The honest answer

"Will this replace me?" No — it replaces the grunt work.

🤝

Your judgment isn't the bottleneck. Production is.

FuseGrid does the assembly — statements, models, decks — that ate your evenings. What it can't do is sit in the room, read the client, and decide what matters. That's you, and it's the part clients pay for.

🔒

Your clients stay your clients.

Read-only connection, your brand on every deliverable, and no path for us to reach your clients directly. We build the tools; you own the relationship.

The capacity story

Take on more clients with the team you already have.

The talent you can't hire is the constraint on every firm's growth. When the deliverables produce themselves and the cockpit triages your whole book, your best people spend their hours on advice, not assembly — and the practice scales without the headcount you can't find.

Your actual options

The honest comparison.

Build it by hand

Generic reporting tools

Hire a CFO / analyst

FuseGrid

CFO-grade deliverables

Your evenings

Reports, not advice

$120K+/yr you can't fill

Drafted per client

Your whole book at a glance

Twenty open tabs

Per-client only

In someone's head

One cockpit

Every number traceable

If you built it

Black-box AI commentary

Yes

To the ledger

Your brand on it

Yes

Sometimes, at a premium

—

White-label included

Builds what you ask

You are the dev team

File a request, wait

—

Shaped to your firm

Pricing

Per client. Unlimited firm users. White-label included.

Priced the way you sell advisory — by the client, dropping as your book grows. Bill your clients whatever your advisory is worth; keep the difference.

Base

$69/client/mo

The full CFO workspace per client, the firm cockpit, and white-label deliverables.

Start free

Growing firm · 25+

$49/client/mo

Volume pricing kicks in at 10, 25, and 50 clients. Unlimited firm users at every level.

Start free →

Try it first

Free · 14 days

Start with one client, no credit card. See the deliverables on real books before you commit the firm.

Start with one client

Full pricing & what's included →

Fair questions

Ask us the hard ones.

Will this replace me with my clients?

No. AI is the engine; you're the architect. FuseGrid drafts the analysis and the deliverables; you review, adjust, and sign off before anything reaches a client. It replaces the grunt work — assembling statements, rebuilding the model, formatting the board pack — not your judgment or your relationship.

Can I trust AI with my clients' numbers?

The numbers come from a deterministic pipeline over the general ledger — the same math every time, testable and traceable. AI writes the explanations on top, and every figure links to the transactions behind it, so you can audit it before your client asks. Nothing reaches the client until you review it.

Do I need to move my clients off QuickBooks?

No. FuseGrid connects read-only to each client's QuickBooks Online and leaves the books exactly where they are. It's the advisory layer on top, not a new ledger — and it can never change your clients' books.

How does pricing work for a firm?

Per client, with unlimited firm users and white-label included — dropping from $69 to $49 to $39 as your book grows past 10, 25, and 50 clients. Bill your clients whatever your advisory is worth; the wholesale rate is your margin. Full pricing →

Is the firm cockpit live today?

It's rolling out now. The per-client CFO deliverables — close, cash, board pack, forecast, valuation — are live today; the firm-scale layer (per-client billing, staff views, deeper white-label) is on the roadmap. We'd rather show you exactly what ships than promise one. What the cockpit ships →

Start free

Give every client a CFO — starting with one.

Connect one client's QuickBooks and see the annotated close, the 13-week cash forecast, and the white-label board pack on real books — free for 14 days, no credit card.

Start with one client — free 14 days →

Read-only · white-label included · your whole team free