Meet the growing demand for Advisory.
Businesses are demanding more forward-looking support beyond compliance, and that demand is growing fast. CloudFO helps you deliver it and grow your practice.
Forecast the impact of decisions before they're made.
Be the most trusted voice in your clients' financial future, with AI-powered forecasting, scenario modelling and analysis.
Make better decisions no matter how you work.
How mature is your advisory offering?
Identify your stage and see the exact steps to move up.
Testimonial
"Using AI for scenario planning is game changing. We generate detailed scenarios in seconds instead of weeks."
Dhosjan Greenaway-Dalini
Fractional CFO (Bia-Innovate)
Cashflow forecasting
Increase revenue with cash flow forecasting.
If you're not offering cash flow forecasting, you're missing out on significant revenue, with advisors making 30% higher revenue per client. CloudFO automatically generates a forecast from a wide range of business data sources and insights so the future view is always ready for you and your clients.
Scenario planning
Guide your clients to better decisions.
Predicting the future is difficult, but scenario planning doesn’t have to be. With CloudFO, model what-if scenarios in seconds, for example, want to know whether your client can afford to expand operations, just ask.
Onboarding
Take the stress out of client onboarding.
You can easily invite clients and they can quickly connect, add your own branding, and manage access for your team and your clients.
