Built for fractional CFOs & CFO firms
See revenue, margins, cash and runway for every client on one screen. Get alerted before problems reach the board, turn month-end data into client-ready reports in minutes, and show clients revenue they earned but never billed — every number sourced and every formula shown.
Free diagnostic for 2 clients · Connects to QuickBooks, Xero, Stripe & more · Or upload the exports you already have
Client revenue (mo)
$1.6M
Combined cash
$5.5M
Shortest runway
7.0 mo
Potential recoverable
$67.8K
5, 15 or 50 clients: health, alerts, runway and open tasks side by side, ranked by who needs you this week.
Data syncs from QuickBooks or Xero; monthly CFO reports, board decks and variance packs generate with your numbers and sources.
Forecast scenarios, cash warnings and recovered revenue give every client a concrete reason to keep you on retainer.
Add clients without adding analysts. Give clients or co-advisors read-only access, and keep every change logged.
Every client's revenue, EBITDA, cash, burn and runway — per currency, with incompatible data separated, never silently mixed.
Industry-specific KPIs: margins, working capital, DSO, SaaS metrics (ARR, NRR, CAC, LTV), inventory turns, backlog and more — every formula shown.
Finds unbilled work, missed price increases, contract discrepancies, overdue receivables and renewal risk, with source-row evidence.
13-week and monthly forecasts with conservative, base and upside scenarios. Change growth, hiring, churn, capex, fundraising and collections.
Ask "which company has the shortest runway?" and get exact answers with sources, calculations and confidence levels.
Monthly CFO reports, board decks, investor updates, variance and risk reports — PDF, PowerPoint and Excel.
Revenue recovery
Contracts live in PDFs, time in trackers, deals in the CRM and invoices in accounting, and nobody reconciles them every month. RevenueRecover does it for every client and shows the exact rows behind every finding. It's a high-value advisory conversation, and you approve every finding before a client sees it.
Try it free on any invoice export
Results in about a minute, with no signup and no stored files. CFOs get a branded version to send to prospects.
Run a free revenue auditIllustrative only. Choose a leakage rate you consider realistic for your firm; your free audit replaces this assumption with findings from your own records.
Revenue at stake per year
$100,000
Professional plan per year
$30,000
Break-even recovery rate
30% of that leakage
Each industry module brings its own KPIs, revenue model, accounting notes and leakage checks. Alerts compare each company with its own history and budget.
Start with a complimentary diagnostic. Monthly plans, cancel anytime.
One company: revenue recovery, financial health, cash runway and CFO reporting.
$1,500/month
For fractional CFOs and advisors managing a book of clients.
$2,500/month
For investors, PE groups and CFO firms monitoring a portfolio.
$5,000/month
Large portfolios, integrations, white-label and dedicated support.
Custom
We describe exactly what we do — we do not claim certifications we have not been independently audited for.
Database row-level security: every company's data is isolated unless it explicitly grants access.
Owner, admin, CFO, analyst and read-only investor roles. Companies grant advisors full or read-only access and can revoke instantly.
Every access grant, revocation, upload, approval, report and billing change is logged.
TLS in transit; AES-256 encryption at rest for database and file storage.
Investment cost basis, distributions and valuations are visible only to the investor, never to the company.
AI sees only authorized data, documents are treated as data (not instructions), and numbers in AI answers are verified.
Fractional CFOs and CFO firms first: anyone responsible for the numbers at several companies. Accounting firms, investors and single businesses use it too. It supports SaaS, services, healthcare, agencies, real estate, construction, manufacturing, e-commerce, distribution, staffing, consulting and consumer services.
No. Upload the monthly P&L and balance sheet exports you already produce (QuickBooks, Xero, NetSuite or Excel), plus invoices and contracts for revenue audits. Integrations are on the roadmap for Enterprise.
All financial metrics and forecasts are deterministic calculations with formulas you can inspect. Missing data is shown as missing, never estimated. AI is used for reading documents and answering questions, and every AI answer is checked against your data.
Yes. Invite a client as a read-only viewer of their own company, or send them the PDF/PowerPoint report. Clients never see your other clients.
Yes. Companies are isolated by database-level security. A company can grant a CFO or investor full or read-only access and revoke it at any time; every grant is logged.
Totals are only combined when currencies and reporting periods match. Different currencies are shown separately, stale data is excluded with the reason, and subsidiaries are excluded when their parent is included to avoid double counting.
Every workspace begins with a complimentary financial diagnostic for up to two companies. Subscribe when the value is clear.
Book a 30-minute walkthrough. Bring P&L exports for one or two companies — we'll build your first portfolio view live.