Walk in Monday knowing which clients need you first.
The cockpit reads every client's books overnight and ranks your whole 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.
Live product — sample data (Rivertown Advisory, a fictional firm). Open this screen live — no signup →
One row per client. Six things that tell you where to look.
Client & industry
The name and what they do — so the number in the next column reads in context. A 41-day DSO means something different for an HVAC contractor than for a law firm.
Sync freshness
When the books last came through — "2h ago," or "Stale 6d" when a client needs to reconnect. You never advise off numbers you didn't know were old.
Health score & status
A 0–100 score with a letter grade that rolls the client's ratios into one read, plus where the close sits. Beacon reads 83 (B) and needs review; Fenwick, 71 (C) with $18K still uncategorized.
Top flag & severity
The single most important thing this month, colour-coded by severity. "Gross margin −4.5 pts · Install" (bad). "$18K uncategorized" (check). One flag, not a firehose.
Cash risk
OK, Watch, or At risk — a client whose 13-week forecast dips is At risk before the week arrives, while there's still time to make the call.
DSO & trend
Days sales outstanding with an arrow. Beacon's 41 ▲ — up five days in a month — tells you which books are slowing before the client feels it.
Sort and filter to your morning
Sort by needs-review, severity, staleness, or health score. Filter to just the clients needing review or the ones gone stale. You spend Monday on the clients that need judgment, not the ones that are fine.
One click into the client's CFO Core
"Open" deep-links straight into that client's full CFO workspace — the annotated close, the cash forecast, the board pack, the copilot. The cockpit is triage; the workspace is where you do the work.
Not in the cockpit yet — and we won't pretend otherwise: per-client billing or profitability, staff and engagement assignment, a client-facing portal, white-label at portfolio scale, bulk "send the close" actions, and real-time alerts. Those are on the roadmap.
