01 / Essentials
Automated CFO Platform
£149–£249 / month
For clients who want visibility and self-service financial insight.
- Actuals and financial dashboard
- P&L, balance sheet and cash forecasts
- Plain-English AI questions
- Automated reporting drafts
For independent accounting practices
Your practice.
Your clients.
Your CFO platform.
Offer forecasting, financial reporting and simple AI-powered answers through a platform carrying your practice’s name and branding. We set it up and maintain it. You set your fees, deliver the advice and keep your client relationships.
Start with a three-client pilot: £117/month for three months.
Setup and onboarding fees apply. You keep the client relationship.
YOUR PRACTICE / CFO PORTALIllustrative demo
A clearer view of what comes next.
Forecast revenue£128k
Closing cash£46k
Gross margin42%
● Actuals● ForecastJan → Jun
“Can I afford to hire a new employee?”Explore the salary, employer costs and cash impact before you commit. Your practice reviews the assumptions and helps your client decide.
Your brand on the platformYour client relationshipsYour advisory pricingOur forecasting infrastructure
Built for your next chapter
More than year-end accounts.
A reason to talk every month.
Give small and medium-sized businesses access to CFO-style insight through the accounting practice they already trust. We set up the platform. You bring the advice, context and relationship.
Explore the economics ↓01
Make it yours
We configure your branded software, client workspaces and reporting approach around your practice.
02
Connect the numbers
Bring accounting actuals into the forecasting model. Xero is available; other accounting systems are assessed during setup, with suitable connectors or imports agreed.
03
Build your advisory service
Choose the level of support you offer, set your client fees and use the platform to make financial conversations simpler.
Understand. Forecast. Ask. Explore.
From financial data
to decisions people understand.
A connected three-statement forecasting infrastructure, adaptable to different industries and business models. Clear explanations, useful scenarios and reporting your clients can act on.
01 / ACTUALS & FORECASTING
One financial picture
Bring actuals and forecasts together across profit and loss, balance sheet and cash flow. Model growth, hiring, costs and working capital with assumptions tailored to each business.
02 / PLAIN-ENGLISH AI
Ask the questions that matter
AI-assisted explanations turn financial information into clear answers. Claude-based finance workflows can be configured alongside OpenAI-powered questions, subject to the agreed implementation.
03 / FINANCIAL REPORTING
A board-ready conversation
Automate financial reporting and draft variance explanations. Build a reporting pack with performance, cash, outlook, risks and decisions for your practice to review before sharing.
Try an illustrative client question
Illustrative examples only. This website does not connect to client accounts or run live AI analysis.
See the existing platform in action
Show your clients
what comes next.
Explore the interactive CFO Forecast AI demo: from accounting actuals to forecasts, scenarios, AI questions and management reporting.
Explore the interactive forecast demo ↗Opens our existing demonstration in a new tab. All business data is fictional.
A guided product walkthrough
Understand → Forecast → Ask → Explore
- Connect accounting data and understand performance
- Explore forecasts and business assumptions
- Ask plain-English financial questions
- Review the CFO pack and what-if scenarios
The demo uses CFO Forecast AI branding. Your practice’s branded configuration is agreed during setup.
Your offer to your clients
Three services.
One platform. Your pricing.
Start with an accessible software-led offer, then add your expertise through quarterly advice or a fuller CFO service.
02 / Advisory
Quarterly Advisory
£350–£500 / month
For clients who value a regular conversation with your practice.
- Everything in the platform package
- Quarterly financial review
- Forecast and assumptions review
- Agreed priorities and actions
03 / Strategic
Fractional CFO Core
£1,250+ / month
For growing businesses needing closer financial direction.
- Monthly CFO review with your team
- Management and board reporting
- Scenario and working capital analysis
- Strategic financial decision support
Illustrative suggested client fees in GBP, excluding VAT where applicable. Your practice sets final prices, scope and service levels. Advisory meetings are delivered by your practice. These are not our software licence fees.
Start small / Three-month practice pilot
Three clients. £117 per month.
Test your branded CFO service with three clients for the first three months. The pilot changes the monthly minimum, while keeping the standard £39 per-client rate.
From month four: £39 per active client per month, with a five-client minimum of £195/month, even if you continue with only three clients.
Practice setup from £995 and standard onboarding from £75 per client still apply. At these starting fees, the three-client pilot totals £1,571 across the first three months: £995 setup + £225 onboarding + £351 monthly fees. GBP, excluding VAT where applicable. Additional active clients during the pilot cost £39 each per month. Final scope and terms are confirmed in your proposal.
Enquire about the three-client pilot ↗Indicative launch pricing / what you pay us
Affordable software. Your advisory revenue.
From £995
One-off practice setup: standard branding, practice configuration and an introductory training session.
From £75 per client
One-off onboarding for a standard supported connection, initial mapping and model configuration.
Ongoing software & maintenance
£39 / active client / month
Standard platform access, routine maintenance and practice-level technical support within the agreed scope. Five-client minimum (£195 per month). Volume proposals available for 25+ clients.
Indicative GBP prices, excluding VAT where applicable, subject to a scoped proposal. Standard integration and agreed AI usage allowance only. Additional connectors, custom development, data clean-up and usage above the allowance are quoted separately. Your practice provides client-facing financial advice.
Explore your potential recurring revenue
What could this look like for your practice?
Monthly client revenue
−Software maintenance expense
=Practice retains before other costs
Illustrative standard pricing scenario after the pilot. At the indicative £39 rate, a five-client minimum applies. The three-month pilot is £117/month for three clients. Excludes one-off setup and onboarding, staff time, tax, other costs and additional usage charges. This is not a profit forecast.
Confidentiality by design
Your clients’ numbers
deserve careful handling.
Controlled access and separate client workspaces are central to the platform approach. We agree permissions, data handling and AI processing arrangements with your practice during setup.
Clear boundaries for AI
AI access is configured through the platform rather than asking clients to paste financial information into public chat tools. Where Claude or OpenAI processing is enabled, selected data may be sent to the relevant provider under the agreed configuration.
We confirm what is processed, where it is handled and the applicable retention arrangements before activation. Your practice reviews AI-generated commentary and financial assumptions before using them with clients.
We do not promise that all data stays within the platform or that AI output is error-free.
A few practical answers
Before we work together.
Will you take over my clients?
No. The offer is designed around your practice’s brand and client relationship. You remain the client’s service provider, set the commercial terms and deliver the advisory support.
Can it connect to any accounting software?
Xero connectivity is available. We assess other software during discovery and agree supported API connectors or data imports. Availability, scope and any additional integration cost depend on the accounting system.
Is this suitable for different industries?
The forecasting infrastructure can be adapted to different sectors, including professional services, retail, manufacturing and SaaS. Each client’s assumptions, reporting and data quality need to be configured for their business.
Does AI replace an accountant or CFO?
It supports your team with modelling, reporting drafts and explanations. Your practice adds professional judgment, checks the underlying data and takes responsibility for the advice it gives.
How does the three-client pilot work?
For the first three months, start with three clients at £117/month. Additional active clients cost £39 each per month. Setup and onboarding fees still apply. From month four, the standard five-client minimum applies: at least £195/month, with £39 per active client above five. The change is included in your proposal before you start.
What are the setup and maintenance fees?
Indicative launch pricing starts at £995 for practice setup, £75 per client for standard onboarding, and £39 per active client per month with a five-client minimum. Final pricing, AI usage allowance and support scope are confirmed in your proposal. Custom integrations and development are quoted separately.
Let’s build your advisory offer
Your next CFO service
could carry your name.
Tell us about your practice and the clients you would like to support. Ask about the three-client pilot, or request a demo and a scoped proposal.