Technology
Software that supports the work, not the other way around.
Our workspaces give clients and advisors one place for the forecast, open items, decisions and documents. They are built to make follow-through visible, not to replace your accounting system.
CFO client workspace
A private workspace for each advisory engagement. It holds the 13-week cash forecast, budgets and actuals, cost and profitability views, the action plan, meeting notes, and document requests.
- Shared view of the numbers, the decisions and the open actions
- Forecasts and budgets with the assumptions written down
- Document requests in one place instead of scattered emails
- Access controlled per client
The sample uses a fictional company. Changes are temporary.
Receivables & Cash
A daily follow-up queue for receivables and a 13-week cash forecast built from your own exports. Available as software, or as a managed service where we run the routine with you.
- Imports receivables exports from your existing system
- Assigns every overdue balance an owner and a next step
- Shows what changed since the last report
- Tracks forecast against actual results
Healthcare revenue cycle workspace
A separate workspace for medical practice billing teams, hosted on its own site and kept apart from our general cash tools. Patient information never belongs in the general workspaces.
How we build
Principles behind the software.
- People stay in chargeThe software organizes the work and highlights what needs attention. People review and decide.
- Source-backed numbersBalances come from your records. A lower balance is not treated as a payment until it is confirmed.
- No hidden sync promisesData comes in through exports and uploads today. We do not claim live connections we have not built.
- Separate by designEach product and each client is kept separate, including healthcare data.
See whether a workspace fits your team.
We can walk you through the sample workspace and discuss how it would work with your records.