CFO Automations
for Fractional CFOs
We partner with fractional CFO firms to aggregate all their clients' financial data into one clean, automated dashboard — so your firm looks exceptional and your clients always have the numbers they need.
Start a ConversationWe speak both languages — automation and accounting.
Most automation agencies don't understand finance. We do. Our team has deep expertise in profit & loss, balance sheets, trial balances, debits and credits, payables, receivables, and aging reports. That means the dashboards we build aren't just pretty — they're technically correct and audit-ready.
For fractional CFOs, we act as your back-office data team. You focus on the advisory relationship; we make sure the numbers are always there, always accurate, and always beautifully presented.
We also support GAAP reporting structures — so if your clients need GAAP-compliant P&L or balance sheet formats, we can build those directly into the workflow.
Data Aggregation
Pull from Xero, QBO, Stripe, Shopify, Square, WooCommerce and more into one place.
Live Dashboards
Google Sheets dashboards that refresh automatically — no manual exports ever.
Ongoing Management
We maintain everything. Broken connections, new clients, schema changes — handled.
Accounting Accuracy
Built by people who understand debits, credits, and what the numbers actually mean.
Every data source, one dashboard
We connect your clients' accounting software, payment processors, and e-commerce platforms into a single, automated view.
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QuickBooksThe reporting stack we use
We're tool-agnostic but opinionated. These are the platforms we use daily with fractional CFO clients.
Fathom
Beautiful, shareable financial reports and KPI dashboards that clients actually read.
Syft Analytics
Multi-entity consolidation, variance analysis, and investor-ready reporting.
LiveFlow
Real-time Google Sheets dashboards synced directly from Xero or QBO.
Reach Reporting
Visual financial reports and forecasts built for advisory-focused CFO firms.
G-Accon
Deep Xero & QBO integration into Google Sheets — the backbone of our custom dashboards.
G-Accon Retriever
Automated data extraction and scheduled refreshes so your Sheets are always current.
What you get
Every engagement is scoped to your firm's needs, but here's what a typical CFO automation build includes.
- Centralised multi-client data dashboard in Google Sheets
- Live P&L, Balance Sheet & Cash Flow — always up to date
- GAAP-compliant reporting structures built into your workflow
- Automated data pulls from Xero, QBO, Stripe, Shopify & more
- Accounts payable & receivable aging reports
- Trial balance reconciliation and variance tracking
- Debits, credits, and journal entry visibility in one view
- Ongoing management — we keep everything running smoothly
Ready to make your firm look exceptional?
Let's talk about what your clients need and how we can automate it.
Let's Chat