For fractional CFOs · 5-minute tour
RevenueRecover AI syncs each client's books and shows you who needs attention this week. It turns month-end into client-ready reports in minutes, and finds revenue your clients earned but never billed. That's more advisory value per client, and less time in spreadsheets.
1
QuickBooks, Xero, Stripe, GoHighLevel, PayPal, Square — or the exports you already have.
2
Industry KPIs, alerts against each company's own history, cash forecasts and a billing audit. Formulas, not guesses.
3
A client-by-client view, prioritized findings with evidence, Copilot answers and board-ready reports.
Step 1 of 5
Connect each client's QuickBooks or Xero with one click, and their payment processor or CRM with a read-only key. Or upload the exports you already pull at month-end. Data syncs daily, and every number keeps a link to where it came from.
Start a free diagnostic →Plus file import for NetSuite, FreshBooks, Sage Intacct, Wave, Zoho Books, Authorize.net and more.
Step 2 of 5
Revenue, cash, burn and runway across your whole book of clients, ranked by who needs you this week. Totals only combine when currencies and periods match, so a Canadian client is shown on its own and never quietly converted.
Open the Command Center demo →Monthly revenue
$1.6M
Combined cash
$5.5M
Shortest runway
7.0 mo
Recoverable
$67.8K
Step 3 of 5
Each client gets KPIs for its industry: SaaS metrics, margins, DSO, backlog and more. Alerts compare it with its own history and budget, not generic benchmarks. Walk into the client meeting with 13-week and monthly forecasts in conservative, base and upside cases you can adjust live.
Explore Helio's health & forecast →Cash runway
7.0 mo
Cash ÷ average monthly net burn
Net burn (3-mo avg)
$280.9K
Average of −(Δcash − equity raised − debt proceeds) over the last 3 months
Revenue growth (YoY)
+89.0%
(Revenue this month − same month last year) ÷ same month last year
Gross margin
76.0%
(Revenue − COGS) ÷ Revenue
Alert: Cash runway 7.0 months
Step 4 of 5
The audit checks each client's billing against contracts, time records and won deals. It finds unbilled work, price increases that were never applied, retainers that quietly stopped, and invoices below contracted rates. It's concrete, dollar-denominated advisory work. Every finding cites the exact rows, and you approve it before the client sees it.
See the full revenue audit →Potential recoverable
$67.8K
Verified
$32.8K
Revenue at risk
$205.2K
Overdue receivables · Verified against contract · Evidence: Invoice INV-1060
Missing invoices · Potential — needs review · Evidence: Contract terms
Undercharged hourly rate · Verified against contract · Evidence: Contracted hourly rate
Missed recurring billing · Potential — needs review · Evidence: Recurring pattern
Step 5 of 5
One click produces each client's monthly CFO report, board deck or investor update as PDF, PowerPoint or Excel, built from their synced numbers with sources attached. Ask the AI CFO Copilot anything across your clients. Standard questions get exact calculated answers, and anything else is checked against the data.
Ask the demo Copilot →Which portfolio company has the shortest runway?
Helio Analytics (DEMO) has the shortest runway: about 7.0 months at its recent average burn of $280,905/month (cash $1,954,097 as of Aug 2026). Cash-flow positive: Brightpath Family Clinics (DEMO), Keystone Builders (DEMO), Northwind Creative (DEMO), Maple & Pine Goods (DEMO).
Runway = cash ÷ 3-month average net burn; net burn excludes equity and debt proceeds.
Confidence: high · calculated from your data · 1 source
Click any KPI or finding to see the file or synced record, row and formula behind it.
Missing data shows as missing. Actuals, forecasts, estimates and AI output are always labeled.
Findings stay potential until an owner approves them. We never contact your clients or edit invoices.
Database-level isolation, read-only integrations, and access you can grant or revoke at any time.
Week 1
Each client's QuickBooks or Xero syncs overnight. No exports, no copy-paste.
Week 2
The Command Center ranks clients by what changed: runway, margin, DSO, budget variance.
Week 3
Open the client, adjust the forecast live, and share the numbers with sources.
Week 4
Monthly CFO reports and board decks generate per client, with recovery findings as advisory wins.
Professional CFO plan
$2,500/month for 5 clients≈ $500 per client
Each additional client $400/month. Easy to build into each client's retainer.
Also used by accounting firms, investors and PE groups monitoring several companies, and by single businesses that want CFO-grade visibility.
Start with a free diagnostic for two of your clients, or book a 30-minute walkthrough with your own numbers.
Or run a free revenue audit on any invoice export. CFOs get a branded link for prospects.