Use cases · Financial advisors & fractional CFOs
Every client gets the prep, the pack, and the follow-up.
An AI teammate per client prepares each meeting, builds the monthly pack from the books, and drafts the follow-ups. Every number is sourced, and a person signs off on everything a client sees.
Only an example
No two financial advisors & fractional CFOs run the same way. What follows is one example of the shape, not a template. What you build for your clients, in your market, with your own method, is something only you can build, and it is yours.
What the AI teammate takes on.
The rhythm of an advisory relationship.
Meeting prep
Before every client call: what changed since last time, open actions, the questions you will be asked, with sources.
Monthly pack
From QuickBooks, Stripe and the client's sheets: the numbers, the variances, the commentary in your format. Published for your review first.
Follow-ups and chasing
The recap after the call, the documents the client owes you, the invoices that are overdue. Drafted, then sent when you say.
A week, in three moments.
Fictional clients, one way of doing it. Your own version will look different, because it is yours.
Works inside your everyday tools.
Connect the firm's accounts once, or a client's accounts to that client's room only.
All integrations
QuickBooks
Stripe
Google Sheets
Gmail
Google Calendar
DocuSign
Google DocsWhy an advisory firm runs on this.
Every number has a source
The AI teammate reads the books and the sheets directly and links what it cites. Nothing is typed from memory.
A person signs off
Client-facing packs and advice wait for your approval. The AI teammate prepares; you advise.
One room per client
A client's books, documents and history exist only in that client's sealed room. Confidentiality by construction.
Questions people ask.
Does it give financial advice?
No. It prepares, drafts and reports. Advice is yours, and anything that reads as advice waits for your sign-off before a client sees it.
Which systems does it read?
QuickBooks, Stripe, Google Sheets and your document folders through their integrations, each connected to one client's room.
How does it keep clients separate?
Each client has a sealed room with its own memory and its own connections. Nothing from one room can be read from another.
Can it follow our pack format?
Yes. Teach it your format once and correct the first pack. Every pack after that follows it.
Does client data train anything?
No. What the AI teammate learns stays with your firm, in that client's room. It trains no shared model.
What about signatures and engagement letters?
It prepares the document and sends it for signature through DocuSign when you approve, and tracks who has signed.
Other firms, same shape.
Consultancies & advisory firms
Engagement prep, recaps and deliverables, per client.
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RevOps consultancies
CRM hygiene, forecasts and the weekly pipeline review, per client.
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Recruiting & staffing firms
Shortlists, scheduling and search updates, per client.
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