finteam. — CFO Platform

How to use this section

CFO Central

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Client Portfolio

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Recent Activity

Time Reports

Harvest time tracking, CSV/XLSX upload, branded PDF generation

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H Harvest Import

Filters

Timeframe

Settings

Report Client

Currency

Tax %

Show Billable Yes

Prepared By

Upload Time Report

Click to upload or drag & drop
CSV, XLSX, XLS

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No data to display

Import from Harvest or upload a CSV/XLSX file to get started.

Budget

0 / 0 Approved

Account	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total	Prior Year

Contracts & Commitments

Drag & drop contract files here or click to browse

PDF, DOC, DOCX, TXT — AI extracts vendor, dates, amounts

Budget Assumptions

Revenue Concentration

Top Vendors

Monthly P&L

Accounts

Summary

Revenue by Customer (YTD)

Year-over-Year Comparison

through

P&L Detail

Budget vs Actuals Variance

Client Profile

Company Name

Legal Name

EIN / Tax ID

Industry

Phone

Website

Fiscal Year End

Address

Data Status

Click Check to verify GL sync status

Balance Sheet & Aging

13-Week Cash Flow Forecast

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QuickBooks Online — Client Connections

Each client company needs its own QBO connection. Select a client below, connect their QuickBooks account, then sync their data.

Sync History (auto + manual · last 30)

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How It Works

1. Click Connect QBO next to a client
2. You'll be taken to QuickBooks — sign in as the accounting firm
3. Select the client's company from your firm's client list
4. Authorize access — you'll be redirected back automatically
5. Click Sync Now to pull financial data (all years)

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Data Validation

Year Select the year to validate

Click Run Check to validate your QBO data

Templates

Subject

Message

Sent History

Audit Log —

Running diagnostic…

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Client

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No client selected

Cleanup Scope

Issue assessment · Phase estimation · Complexity scoring

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Awaiting Assessment

Mark flags below to generate the complexity score.

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Est. Hours

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Project Cost

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Est. Weeks

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Largest Phase

Client

No client selected

Accounting Issues Assessment 0 confirmed

QBO Data Manual input

Enter data from QBO to generate client-specific observations · Auto-populates when backend is connected

Transactions

Uncategorized transactions — count

Uncategorized transactions — total ($)

Revenue w/ no customer — count

Revenue w/ no customer — total ($)

Negative transactions — count

Vendors split across accounts (names)

Meals/travel — no memo count

Meals/travel — no memo total ($)

Balance Sheet

Months unreconciled

Accounts unreconciled (names)

Opening Balance Equity balance ($)

AR 90+ day balance ($)

AR 90+ day invoices — count

Loans without amort. schedule — count

OBE transaction count

Negative cash accounts (names)

P&L / Payroll / COA

Months with negative COGS

Payroll JEs without backup — count

Payroll provider

Annual revenue ($) — for COA tier

Duplicate account groups (names)

Ask My Accountant balance ($)

COGS misclass est. amount ($)

Personal expenses on P&L est. ($)

Manual mode — QBO not yet connected to this panel

The app reads your GL data for Drake Check and Budgets, but the Cleanup Scope fields require separate direct QBO API access (not yet configured). Enter scope estimates manually — the auto-suggestion system will still work from your GL.

Mark as ✕ Issue if confirmed, ? Review for follow-up needed, or ✓ Clear if not applicable. Cleared items gray out.

Hourly Rate

$ / hr

Display

Project Total

$9,000

Cleanup Phase Estimation

Total Hours

Largest Phase

Phase 3

Est. Weeks

3–4

Project Total

$9,000

Cleanup Complexity Score Auto-calculated

Awaiting Assessment

Score out of 30

0 Light1530 Heavy

Mark issues above to generate score

Confirm or clear each flag to calculate the complexity score and generate an engagement recommendation.

Scoring Breakdown

Profile Completeness

0% — Add details to improve AI insights

Business Identity

Legal Name

DBA / Trade Name

Legal Structure

Business Type

Revenue Model

Industry — NAICS Category

State of Formation

Year Founded

Fiscal Year End

Accounting Method

Website URL

What the business does — in plain English

Owner / Operator Structure

Primary Contact

Billing or day-to-day contact — separate from owner / principal

Contact Name

Phone

Preferred Communication

Related Entities / Corporate Structure

Parent companies, subsidiaries, holding companies, real estate entities

Revenue Intelligence

Approx. Annual Revenue

Revenue Concentration Risk

Key Customers / Clients to Watch

These are flagged in analytics and concentration analysis. Add any customer where loss would be material.

Seasonal Patterns (qualitative)

Qualitative only — used to contextualize month-over-month swings in Drake Check and YOY analysis.

GL & Accounting Context

Known One-Time GL Items

Items recorded here are flagged in trend analysis so they don't skew YOY comparisons. You can also track these in Cleanup Scope as custom issues.

Intercompany Relationships

⚠ Intercompany transactions require careful treatment — flag for CFO review before any reclassification.

Other GL Notes for the Team

Engagement Context

Engagement Start Date

Assigned CFO

Assigned FP&A Analyst

Engagement End Date

Blank = currently active

Review Frequency

Contract Notes

Service Tier A La Carte Add-Ons

Bookkeeping Accounting Cleanup Cash Flow Forecast Tax Coordination Payroll Strategic Advisory Audit Prep

Short-Term Goals (60–90 days)

Long-Term Goals

Known Pain Points / Why They Came to FinTeam

Industry KPI Tracking

Track the 6 most important KPIs for this client's industry — enter values monthly to build trend data. Sparklines update immediately. Industry is detected from the Business Identity section above.

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Market Comparables — BizComps

Upload a BizComps transaction report PDF to populate industry benchmarks. The system extracts revenue multiples, SDE multiples, margin benchmarks, and sample statistics automatically. These data points flow into Drake Check profitability scoring and the Value-Add valuation footer.

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Drop BizComps PDF here or click to browse

PDF only · Report uploads replace any existing comp data for this client

Industry Report 1

Upload an industry report PDF (e.g. IBISWorld, First Research). AI extracts financial ratios, profitability metrics, revenue per employee, profit drivers, and benchmarks — flows into Drake Check, Budget, and Playbook.

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Drop industry report PDF here or click to browse

Industry Report 2

Second industry report slot for additional benchmarking data (e.g. specific vertical report — plumbing, HVAC, auto repair). P&L as % of revenue, balance sheet analysis, efficiency metrics, and owner earnings benchmarks.

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Drop industry report PDF here or click to browse

Not yet saved

Load Drake Check data to generate the advisory summary.

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Contingency Plan

Revenue drop scenario modeling. What happens if revenue declines 10%, 25%, or 50%?

Expense Classification (Fixed vs Variable)

Contracts & Commitments

Priority Cost Reductions (50% Revenue Drop)

Draft Reply

Paste a client question or email. The AI drafts a reply grounded in their actual financials, engagement context, and FinTeam voice.

Client Question / Email

Tone

Scope

Include

Financials Client context Next steps

Account Type Overrides

Override QBO account classifications for this client. Useful when QBO account types are incorrect (e.g. debt tagged as Other Current Liability instead of Expense). Changes apply to Drake Check and all analysis immediately.

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YOY Health Trend

Year-over-year comparison of key financial metrics across all available years

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Team

Manage staff logins, roles, and access

Select a channel

My Account

Update your password

Account Info

Name — Email — Role — Last login—

Change Password

Fee Calculator

Monthly engagement pricing by service line · 1% floor benchmark

$0/mo

Total Monthly

Bookkeeping

Payroll

Controller

Foundations

CFO

One-Time

Annual Rev

Annual Hrs

—

Eff. Rate/hr

Year

Billing Rates

CFO / hr

Controller / hr

Bookkeeper / hr

Bookkeeping

0 hrs/mo Monthly: $0 One-Off Cleanup: $0

1% Benchmark

Gross Annual Revenue

1% Floor

$0/mo

Up-Front Cleanup

one-off cost

Uncategorized Txns

Software Integ. Hrs

Process Change Hrs

Other Cleanup Hrs

Accounting

$0/mo

Add'l Bank/CC Accts

Recon Prep Hrs/Mo

Fin. Stmt Prep Hrs

Fin. Stmt Review Hrs

Transactional

$0/mo

Bills Paid / Mo

Bank Feed Txns / Mo

AR Invoices / Mo

Journal Entry Hrs / Mo

Annual Svc

$0/mo

1099s / Year (×$30)

Acctg Meetings / Yr

Technology

Monthly pass-through

$0/mo

QBO

Bill.com

Fathom

Receipt Bank

Right Networks

Other

Additional Services

Description

Hrs/Mo

$/Mo

Controller Monthly hrs per service

0 hrs/mo Monthly: $0

Service

Hrs/Mo

$/Mo

Additional Services

Description

Hrs/Mo

$/Mo

Controller Subtotal $0/mo

Notes

Clean Up Engagement Summary

Pulled live from Cleanup Scope · Format mirrors pitch deck

0 hrs Total: $0

Phase

Description / Focus Areas

Hours

Total Investment

Fractional CFO CFO · FP&A Analyst

Monthly: $0

Annual: $0

Select a package below. All tiers are customizable with à la carte add-ons.

Good

Essential

$2,500–3,500

/month · ~10 hrs/mo

Proactive financial management & strategic guidance.

Better

Advanced

$4,000–6,000

/month · ~15 hrs/mo

Elevate financial operations with enhanced support.

Best

Signature

$7,000–10,000+

/month · ~20 hrs/mo

Full strategic partnership for complex businesses.

Monthly Package Fee

Select a tier above

$ /mo

Monthly Software / Technology

Financial Analysis Product

Other:

Monthly Software Licensing Fees

$0/mo | $0/yr

Monthly Breakdown

Package Fee$0

Software / Tech$0

CFO Notes

Engagement Playbook

Priority action plan generated from the Drake Check assessment

Run a Drake Check first to generate the Engagement Playbook.

Scope of Services

Recommended engagement scope based on the advisory assessment

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