Stop being the bookkeeper. Be the CFO your clients hired.
Six AI agents close the books, run the metrics, and draft the investor update inside every client's workspace — so your hours go to strategy, not Stripe reconciliations. 50% off for their first 3 months. 20% perpetual revenue share for you.
Per-client economics
10 clients = $24K/yr passive on top of your advisory fees
Your book · April close tracker
6/8 done
Vic ran reconciliation inside each client's workspaceYour book is full. Your evenings are gone.
Half your week is QuickBooks cleanup
You signed up to do strategy. Instead, you're recategorizing Stripe payouts, fixing chart-of-accounts mistakes, and rebuilding the same forecast in 8 client spreadsheets every month.
You can't add a 12th client without hiring an associate
Every new logo means more month-end close, more dunning emails, more investor update drafts. The work doesn't scale with your hourly rate — it scales with your headcount.
QuickBooks + ChartMogul + Carta + spreadsheets is a duct-taped stack
Your clients pay for four tools that don't talk. You spend hours every month bridging them — and the numbers still don't match. There has to be a better way to deliver finance to early-stage companies.
The work you hate. Handled.
Each agent owns a lane that used to eat your week. You stay in strategy.
Tuesday morning: reconcile Stripe to GL across all 8 clients.
Vic reconciled overnight. You review 3 flagged exceptions over coffee.
VicFriday afternoon: chase 14 overdue invoices for 4 different clients.
Remi has been chasing since Monday with per-customer cadence. Two paid before noon.
RemiEnd of month: rebuild the same forecast in 8 Google Sheets.
Margo's forecast updated daily off live actuals. You spend the call on what to do, not what is.
MargoPre-board prep: hand-pull MRR, churn, NRR from 3 systems and paste into Slides.
Hugo has the metrics. Nia has the deck drafted. You sign off in 15 minutes.
HugoThe tools you stitch together, replaced by a team.
Replaces
QuickBooks / Xero
(Bookkeeping & close)
VicBookkeeper
Replaces
ChartMogul / Baremetrics
(SaaS metrics)
HugoRevenue Analyst
Replaces
Finmark / Forecastr
(Forecast & runway)
MargoFinance Analyst
Replaces
Carta / DocSend
(Cap table & data room)
NiaInvestor Manager
Why advisors are switching from accounting platforms to Futureproof
Other tools were built for in-house finance teams. Futureproof was built for advisors running a book of clients.
| Capability | Futureproof | QuickBooks / Xero | Pilot / Bench | ChartMogul |
|---|---|---|---|---|
| Daily reconciliation, not month-end scramble | Monthly | |||
| SaaS metrics (MRR, NRR, CAC, LTV) | ||||
| Rolling forecast & scenario modeling | ||||
| Cap table, SAFEs, investor data room | ||||
| Partner revenue share | 20% perpetual | ProAdvisor discount | ||
| Cost to client | $1,000/mo · $500 intro | $200/mo + your fees | $1,500–$3,000/mo | $200/mo + your fees |
QuickBooks, Xero, Pilot, Bench, and ChartMogul are trademarks of their respective owners. Comparison reflects publicly available pricing and features as of 2026.
Your AI bench, on every client engagement
Six specialists. Each owns their lane. You stay in the quarterback seat across every client.
Vic
Bookkeeper
Replaces “Bookkeeper” ($24K–$90K/yr)
Reconciles Stripe, categorizes transactions, closes your books daily. ASC 606 revenue recognition from day one.
Meet Vic
Remi
AR Agent
Replaces “AR Clerk” ($55K–$75K/yr)
Sends invoices, chases payments with smart dunning, learns each customer's payment pattern.
Meet Remi
Theo
AP Agent
Replaces “AP Clerk” ($60K–$90K/yr)
Processes vendor bills, schedules payments against your runway, captures early-pay discounts.
Meet Theo
Margo
Finance Analyst
Replaces “Finance Analyst” ($90K–$130K/yr)
Rolling forecasts, hiring scenarios, burn rate tracking. Warns you before cash gets tight.
Meet Margo
Hugo
Revenue Analyst
Replaces “Revenue Analyst” ($85K–$120K/yr)
MRR, ARR, churn, NRR, CAC, LTV by channel. Tells you which channels to scale and which to cut.
Meet Hugo
Nia
Investor Manager
Replaces “IR Coordinator + Carta” ($70K–$100K/yr + $2K/yr Carta)
Cap table, SAFE modeling, data room, monthly investor updates — always investor-ready.
Meet NiaBetter margins on every client.
3-month onboarding discount
Your prescribed clients pay $500/month for their first three months — half off while they get the system running. Standard $1,000/month after that.
20% perpetual revenue share
For the lifetime of the client. $200/month per client flowing back to your firm — 10 clients is $24K/year on top of your advisory fees.
Agents in every workspace
Each client gets their own Futureproof workspace — you log in per engagement, the same advisor pattern as QuickBooks. The scale comes from the agents doing execution in every workspace, not from a dashboard you have to monitor.
What your week looks like with Futureproof
Your clients' books close themselves overnight — you review flagged exceptions over morning coffee.
A client asks about runway on a Wednesday — you log in and pull the live number in 10 seconds.
Your associate hours drop. Your strategy hours go up. Your effective rate climbs.
Board decks draft themselves the week before each meeting. You edit, you don't author.
You bring on three new logos this quarter without adding headcount.
Your clients stop asking why QuickBooks doesn't match Stripe.
Common questions from advisors
Do I still own the client relationship?+
Yes. You're the advisor. Futureproof handles execution under co-branded onboarding and monthly reviews. The client sees you running the engagement.
How do I manage multiple clients in Futureproof?+
Each client gets their own Futureproof workspace. You'll typically use a company email per engagement and log in separately — the same pattern most advisors already use with QuickBooks, Xero, and the rest of the stack. We don't aggregate clients into a single dashboard. The reason this still scales: the six agents handle execution inside each workspace, so onboarding a 12th client doesn't mean 12× the work for you.
What if my client already uses QuickBooks or Xero?+
We migrate them. Vic ingests historical books, normalizes the chart of accounts, and reconciles forward from day one. Most migrations are done in under a week.
Can I mark up or bundle Futureproof into my fee?+
No. Your client signs up with Futureproof directly at the standard rate — $500/month for their first 3 months, then $1,000/month. You bill your advisory fee separately, however you price it. Keeping the contract direct is intentional: we can support the client, see usage and churn signals in real time, and you never end up as their billing department. The 3-month intro discount is your tool to land a skeptical client — by month four they've seen the value and the standard rate is rarely an issue.
What integrations do you support?+
Stripe, Plaid, Shopify, Amazon, Walmart, Meta Ads, Google Ads natively. Gusto and Rippling via CSV import (direct integrations in progress). QBO/Xero import for migration.
What kinds of clients is this best for?+
Pre-seed through Series A SaaS, and DTC/ecommerce brands doing under $10M ARR. Companies past Series A typically need a full-time finance hire alongside the agents.
Run a 20-client book. Without a 20-person team.
Join the fractional CFOs and advisors who replaced their tool stack with a team of agents — and got their evenings back.
50% off first 3 months for your clients · 20% perpetual revenue share · No minimum client commitment