Your Fractional AI-as-a-Service
CORE MODULE / ADVISOR

Client insights & executive packages

Spend more of the meeting discussing what matters.

Finance-led expertise. AI workflows built and managed for your firm.

ILLUSTRATIVE WORKFLOW

How can we turn this month’s numbers into a focused client conversation?

01 / THE INPUT

What we work with

  1. Approved financial and practice metrics
  2. Your reporting template and audience
  3. Business context and open questions
02 / THE AUTOMATION

What we configure

  1. Organize performance movements and context
  2. Prepare a draft commentary and discussion points
  3. Assemble an agreed reporting package
03 / THE CONTROL

What your team approves

  1. Validate calculations and explanations
  2. Check the narrative against client context
  3. Approve the package before it reaches a client
PART OF THE STRATCFO SERVICE

More than a module.
A process your team can use.

We agree the data, tools, responsibilities, and definition of success before the build. Training and handover are part of the implementation scope.

A measured first deployment

Test representative examples, review the exceptions, and confirm acceptance criteria before expanding. Timelines depend on scope, data readiness, and integration access.

Your controls stay visible

AI output needs validation. Posting, client communications, and professional decisions follow the approval rules agreed with your firm.

EXPLORE THE FIT

Could Advisor help your workflow?

Tell us where the process gets stuck. We can discuss a suitable starting point.

Discuss Your Workflow