Today's Priorities
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Portfolio Snapshot
Active Clients
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— portfolio
Hours This Month
—
— logged
Billed This Month
—
— invoiced
Drake Check Avg
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— across portfolio
QBO Drift
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— clients drifting
Open Approvals
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— pending
Last Sync
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— auto-sync
Recent Activity
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Why we do it
Helping others be faithful in stewarding their finances.
This is the mission underneath everything else — the strategy, the bookkeeping, the dashboards, the late nights. It's why we show up.
Mission
To help small business owners be faithful with their finances.
Vision
Helping small businesses financially flourish by simplifying complex financial decisions.
Our Values
Four areas of financial faithfulness
01
Increasing profits
02
Generating higher cash flow
03
Reducing reliance on debt
04
Giving generously
CFO Command Center
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Client Portfolio
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Time Reports
Harvest time tracking, CSV/XLSX upload, branded PDF generation
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Settings
H
Harvest Import
Filters
Upload Time Report
Click to upload or drag & drop
CSV, XLSX, XLS
CSV, XLSX, XLS
📋
No data to display
Import from Harvest or upload a CSV/XLSX file to get started.
Budget
0 / 0 Approved
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Account
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Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | 2025 Full Year | YoY % | Status | 💬 |
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Contracts & Commitments
Drag & drop contract files here or click to browse
PDF, DOC, DOCX, TXT — AI extracts vendor, dates, amounts
GL Import Review — Excel General Ledger preview
PREVIEW · NON-SCORING
Read-only preview. This shows what FinTeam detects in an uploaded Excel General Ledger — the format, column mapping, validation checks, and account typing. It never produces a Drake Check score. A human confirms the mapping and the feature is enabled before any client sees a number.
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
to
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.
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)
Redirect URI in Intuit:
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)
Redirect URI in Intuit:
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Data Validation
Year
Select the year to validate
Click Run Check to validate your QBO data
Templates
To
Subject
Message
Sent History
Audit Log —
Running Drake Check Diagnostic
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financial data…
Cleanup Scope
Issue assessment · Phase estimation · Complexity scoring
0
/
30
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
Software Stack
Drives scope & recommendations
The systems the client runs day-to-day. Used to scope GL Mappings work and recommend internal-control improvements (e.g. moving from email-PO chaos to a Bill.com workflow). Also rolls into Fee Calculator complexity scoring.
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
Balance Sheet
P&L / Payroll / COA
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
Cleanup Complexity Score Auto-calculated
0
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
Owner / Operator Structure
Primary Contact
Billing or day-to-day contact — separate from owner / principal
Related Entities / Corporate Structure
Parent companies, subsidiaries, holding companies, real estate entities
Revenue Intelligence
These are flagged in analytics and concentration analysis.
Add any customer where loss would be material.
Qualitative only — used to contextualize month-over-month swings in Drake Check and
YOY analysis.
Client Relationship Health
SCAFFOLD · pending leadership review
Qualitative signals that help us forecast revenue retention, set preventive measures, and decide when a struggling client should be demoted in their package tier. Drake to review the scoring rubric before this feeds the dashboard demote-risk score.
GL & Accounting Context
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.
Validation + Drake Check skip intercompany flags when set to "Don't monitor" (e.g. NextGen Law / PIH).
⚠ Intercompany
transactions require careful treatment. Flag for CFO review before any reclassification.
Engagement Context
Blank = currently active
Bookkeeping
Accounting Cleanup
Cash Flow Forecast
Tax Coordination
Payroll
Strategic Advisory
Audit Prep
Sector 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.
📄
Drop BizComps PDF here or click to browse
PDF only · Report uploads replace any
existing comp data for this client
Benchmark 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.
📊
Drop industry report PDF here or click to browse
Benchmark 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.
📊
Drop industry report PDF here or click to browse
Where this data flows
Industry-report metrics are pulled into three downstream surfaces. Click below to jump:
Tip: Benchmark Report 1 + Benchmark Report 2 metrics appear directly under each upload zone above. Market Comparables (BizComps) data renders inside its own section.
Clients
Select a client to view or edit their case study.
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Select a client from the left to view or start their case study.
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)
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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
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
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System Health
Postgres usage, per-client storage breakdown, and one-click maintenance actions.
Disk Usage
Click Refresh to load current disk usage.
Top Tables (by size)
Click Refresh to load.
Storage by Client (top 50)
Click Refresh to load per-client storage breakdown.
Maintenance Actions
Slow Endpoints (top 20 by avg response)
Click Refresh to see which endpoints are slow.
QBO Migration Tools
Use during Intuit app migration (e.g. moving from Drake's app to Aiza's). Always run Credentials Check first.
QBO Credentials Check
Click "Run Check" to verify which Intuit app keys are currently loaded.
Per-Client QBO Status
Click Refresh to see who's connected vs. needs reconnection.
⚠️ Wipe ALL QBO Tokens (Migration Reset)
Use ONLY when migrating to a new Intuit Developer app. Wipes every stored OAuth token so all clients start fresh — they'll see "Connect QBO" buttons and re-authorize via OAuth.
Financial data (P&L, GL, BS, etc.) is preserved. Only the encrypted token rows are removed.
Financial data (P&L, GL, BS, etc.) is preserved. Only the encrypted token rows are removed.
ℹ️ How retention works
Industry report PDFs: Auto-purged 48 hours after upload by the daily 04:00 UTC cron. The parsed industry-benchmarks data is retained forever — only the source PDF blob is freed.
Produced PDFs (Drake Check, Time Reports, Engagement Playbook, etc.): Generated client-side and emailed/downloaded directly. Never stored in Postgres.
Disk thresholds: Status flips to warn at 70%, critical at 85% of the 20 GB volume cap. Expand the Railway volume before hitting critical.
VACUUM strategy: Plain VACUUM ANALYZE only — VACUUM FULL is permanently disabled (it caused the 2026-05-12 outage by exhausting disk during table rewrite).
AI Team
Your in-app workforce — every role from building this product is an agent. Each acts like a real human in that seat, under one shared Universal Rule Book, and learns into a shared Second Brain that compounds over time.
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Chat
Channels
Messages auto-archive after 90 days
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Fee Calculator
Monthly engagement pricing by service line · 1% floor benchmark
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Total Monthly
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Bookkeeping
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Payroll
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Controller
$0
Foundations
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CFO
$0
One-Time
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Annual Rev
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Annual Hrs
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Eff. Rate/hr
Billing Rates
CFO / hr
$
Controller / hr
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Bookkeeper / hr
$
Uncheck for fractional-CFO-only engagements.
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
$0
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
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Controller
Monthly hrs per service
0 hrs/mo
Monthly: $0
Service
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Additional Services
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Controller Subtotal
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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:
$
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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