For Fractional CFOs | Stop Being the Bookkeeper | Futureproof
For Fractional CFOs
Stop being the bookkeeper. Be the CFO your clients hired.
Six AI agents close the books, run the metrics, and draft the investor update inside every client's workspace — so your hours go to strategy, not Stripe reconciliations. 50% off for their first 3 months. 20% perpetual revenue share for you.
Apply to the partner program Book a walkthrough
Per-client economics
- Client pays: $1,000/mo
- First 3 months: $500/mo
- Your rev share: $200/mo
- Your advisory: $3K–$8K/mo
10 clients = $24K/yr passive on top of your advisory fees
Your book · April close tracker
| Client | Status |
|---|---|
| Acme SaaS | Closed |
| Northwind | Closed |
| Helios Labs | Closed |
| Brightline | In review |
| Linden Co | Closed |
| Parallel | Closed |
| Stripe Co | Closed |
| Verdant | In review |
Vic: reconciliation inside each client's workspace
Sound familiar?
Your book is full. Your evenings are gone.
The surface problem
Half your week is QuickBooks cleanup
You signed up to do strategy. Instead, you're recategorizing Stripe payouts, fixing chart-of-accounts mistakes, and rebuilding the same forecast in 8 client spreadsheets every month.
You can't add a 12th client without hiring an associate
Every new logo means more month-end close, more dunning emails, more investor update drafts. The work doesn't scale with your hourly rate — it scales with your headcount.
Your clients are stuck
Your clients pay for four tools that don't talk. You spend hours every month bridging them — and the numbers still don't match. There has to be a better way to deliver finance to early-stage companies.
Your week, rewritten
The work you hate. Handled.
Each agent owns a lane that used to eat your week. You stay in strategy.
Before
Tuesday morning: reconcile Stripe to GL across all 8 clients.
After
Vic reconciled overnight. You review 3 flagged exceptions over coffee.
Vic
Before
Friday afternoon: chase 14 overdue invoices for 4 different clients.
After
Remi has been chasing since Monday with per-customer cadence. Two paid before noon.
Remi
Before
End of month: rebuild the same forecast in 8 Google Sheets.
After
Margo's forecast updated daily off live actuals. You spend the call on what to do, not what is.
Margo
Before
Pre-board prep: hand-pull MRR, churn, NRR from 3 systems and paste into Slides.
After
Hugo has the metrics. Nia has the deck drafted. You sign off in 15 minutes.
Hugo
Replaces your client stack
The tools you stitch together, replaced by a team.
| Replaces | Agent | Role Description |
|---|---|---|
| QuickBooks / Xero | Vic | Bookkeeper - Reconciles Stripe, categorizes transactions, closes your books daily. ASC 606 revenue recognition from day one. |
| ChartMogul / Baremetrics | Hugo | Revenue Analyst - MRR, ARR, churn, NRR, CAC, LTV by channel. Tells you which channels to scale and which to cut. |
| Finmark / Forecastr | Margo | Finance Analyst - Rolling forecasts, hiring scenarios, burn rate tracking. Warns you before cash gets tight. |
| Carta / DocSend | Nia | Investor Manager - Cap table, SAFE modeling, data room, monthly investor updates — always investor-ready. |
Why advisors are switching from accounting platforms to Futureproof
| Capability | Futureproof | QuickBooks / Xero | Pilot / Bench | ChartMogul |
|---|---|---|---|---|
| Daily reconciliation, not month-end scramble | Yes | No | Monthly | No |
| SaaS metrics (MRR, NRR, CAC, LTV) | Yes | No | No | No |
| Rolling forecast & scenario modeling | Yes | No | No | No |
| Cap table, SAFEs, investor data room | Yes | No | No | No |
| Partner revenue share | 20% perpetual | ProAdvisor discount | No | No |
| Cost to client | $1,000/mo · $500 intro | $200/mo + your fees | $1,500–$3,000/mo | $200/mo + your fees |
Common questions from advisors
Do I still own the client relationship?
Yes. You're the advisor. Futureproof handles execution under co-branded onboarding and monthly reviews. The client sees you running the engagement.How do I manage multiple clients in Futureproof?
Each client gets their own Futureproof workspace. You'll typically use a company email per engagement and log in separately. We don't aggregate clients into a single dashboard.What if my client already uses QuickBooks or Xero?
We migrate them. Vic ingests historical books, normalizes the chart of accounts, and reconciles forward from day one. Most migrations are done in under a week.Can I mark up or bundle Futureproof into my fee?
No. Your client signs up with Futureproof directly at the standard rate. You bill your advisory fee separately.What integrations do you support?
Stripe, Plaid, Shopify, Amazon, Walmart, Meta Ads, Google Ads natively. Gusto and Rippling via CSV import.What kinds of clients is this best for?
Pre-seed through Series A SaaS, and DTC/ecommerce brands doing under $10M ARR.
Run a 20-client book. Without a 20-person team.
Join the fractional CFOs and advisors who replaced their tool stack with a team of agents — and got their evenings back.
Partner economics
Better margins on every client.
- 3-month onboarding discount: Your clients pay $500/month for their first three months — half off while they get the system running. Standard $1,000/month after that.
- 20% perpetual revenue share: For the lifetime of the client. $200/month per client flowing back to your firm.
- Agents in every workspace: Each client gets their own Futureproof workspace.
50% off first 3 months for your clients · 20% perpetual revenue share · No minimum client commitment