For fractional CFO & CAS firms
Automate the pack. Keep the judgment.
Recurring management reports should not consume the first week of every month. We build the controlled pipeline that collects source data, refreshes the pack, flags exceptions and prepares evidence for commentary. Your senior team interprets, edits and signs.
The product boundary: the system assembles governed data, charts, variances and supporting evidence. A qualified person owns interpretation, recommendations and every client-facing version.
What changes
Reporting becomes a review process instead of an assembly project.
- 1
Map each source
Ledger, commerce, payroll, banking and operating data map to one controlled reporting structure without forcing every client onto the same stack.
- 2
Validate before presenting
Freshness, reconciliation, completeness and variance rules identify what needs attention before charts or commentary are produced.
- 3
Generate the recurring layer
Tables, charts, KPIs and evidence-backed variance notes update from governed inputs instead of last month’s copied workbook.
- 4
Route review and exceptions
The responsible CFO sees what changed, what failed a rule and which source supports each draft observation before anything reaches a client.
Measure it
Four numbers establish whether the engine works.
Assembly hours per pack
Measured before and after, excluding the senior review that remains intentionally human.
Time to review-ready
From source-period close to a complete pack with exceptions and supporting evidence.
Rework and exception rate
Corrections caused by stale, missing, inconsistent or incorrectly mapped source data.
Client files per operator
Capacity created only after the team validates that quality and client experience hold.
Next step
Bring one recurring reporting pack.
In fifteen minutes, show us its sources, handoffs and the part that consumes the most assembly time. We will tell you what to measure and where a controlled system could begin.