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.
For Fractional CFOs
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. Clients you refer pay $500 a month for their first 3 months, then $1,000. Your revenue share is 20%, ongoing.
Your book · April close6 of 8 closed
Acme SaaSClosed
NorthwindClosed
BrightlineIn review
Linden CoClosed
VerdantIn review
Vic closed 6 of 8 books overnight. Two are in review.Sound familiar?
Your book is full.Your evenings are gone.
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 + spreadsheets is a duct-taped stack
Your clients pay for three tools that do not talk. You spend hours every month bridging them, and the numbers still do not match. There has to be a better way to deliver finance to early-stage companies.
What runs inside the app
Close, contracts, and collections,in every client workspace.
Period close
Each period locks when it closes. Year-end adjustments post without reopening it.
Contracts
Contract terms drive the revenue schedule. Recognition follows the paper, not the cash.
Invoices
Recurring invoices generate on schedule. Remi chases what is open before it ages.
Your week, rewritten
The work you hate.Handled.
Each agent owns a lane that used to eat your week. You stay in strategy.
Before
- Tuesday morning: reconcile Stripe to GL across all 8 clients.
- Friday afternoon: chase 14 overdue invoices for 4 different clients.
- End of month: rebuild the same forecast in 8 Google Sheets.
- Pre-board prep: hand-pull MRR, churn, NRR from 3 systems and paste into Slides.
After
- Vic reconciled overnight. You review 3 flagged exceptions over coffee.
- Remi has been chasing since Monday with per-customer cadence. You send no emails.
- Margo's forecast updated daily off live actuals. You spend the call on what to do, not what is.
- Hugo has the metrics. Nia has the deck drafted. You review it and sign off.
Replaces your client stack
The tools you stitch together,replaced by a team.
QuickBooks / Xero
Bookkeeping & close
Vic · Bookkeeper
ChartMogul / Baremetrics
SaaS metrics
Hugo · RevOps Analyst
Finmark / Forecastr
Forecast & runway
Margo · FP&A
Google Slides / Docs
Investor updates & decks
Nia · Investor Manager
Side by side
Why advisors are switching from accounting platforms to Futureproof.Feature by feature.
Other tools were built for in-house finance teams. Futureproof was built for advisors running a book of clients.
| 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% while you serve the client | 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.
Meet the team
Your AI bench,on every client engagement.
Six specialists. Each owns their lane. You stay in the quarterback seat across every client.
What you hand the client
Investor updates and a live data room,without a separate tool.
Investor updates
Nia drafts the monthly update. You edit and send it, so nothing goes out unapproved.
Data room
Share a link per investor and see which documents they actually opened.
Partner economics
Better marginson every client.
$500/mo for the first 3 months
Every client you bring in starts at $500 a month for three months, then moves to the standard $1,000. You bill your advisory fee separately and the contract stays direct with them.
20% revenue share
For as long as you serve the client, no time limit and no cap. $200/month per client flowing back to your firm once they are on the standard rate. Paid monthly on collected revenue, by the 10th, per client.
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.
Your new practice
What your week looks likewith 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 read the live number.
- Your associate hours drop. Your strategy hours go up. Your effective rate climbs.
- Board decks draft themselves, PDF or PPTX, ahead of each board meeting. You edit, you do not author.
- You bring on three new logos this quarter without adding headcount.
- Your clients stop asking why QuickBooks doesn't match Stripe.
FAQ
Common questionsfrom advisors.
Yes. You're the advisor. Futureproof handles execution under co-branded onboarding and monthly reviews. The client sees you running the engagement.
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.
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.
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 rate is your tool to land a skeptical client. By month four they have seen the value and the standard rate is rarely an issue.
Stripe, bank and card feeds through Plaid, and HubSpot connect directly. Amazon and eBay are live, Shopify is in beta, TikTok Shop is coming. QuickBooks and Xero come in as a file import, and payroll by CSV.
Pre-seed through Series A SaaS companies, and DTC and ecommerce brands under $10M in annual revenue. Companies past Series A typically need a full-time finance hire alongside the agents.
Your Numbers. Your Answers. Smarter Moves.
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.
Agents in every client workspaceBooks closed daily, not monthlyCo-branded onboarding & reviewsCap table and data room included
Clients start at $500/month for their first 3 months, then $1,000. 20% revenue share.