Pricing for Fractional CFOs
Serve more clients. Spend less time on the data.
CFO Upgrade gives you controller-quality data for every client entity — automated, governed, and ready before Monday morning.
Simple, transparent pricing
£500 per entity, per month
Minimum 3 entities. 12-month commitment, rolling thereafter.
Included per entity
- One accounting system connection
- Daily data refresh as standard
- AI summaries and automation flows
- Read-only client viewer access
- One environment with separate data areas per client
- Member-only access area
- CFO community group
© Onetribe Advisory
Today
With CFO Upgrade
You free up 6 days per month — enough for 3 more clients at the same quality.
Monday morning, transformed
From data chasing to client conversations — the same morning, a different experience.
Without CFO Upgrade
- Chase client bookkeeper for last month's export
- Manually reconcile figures across three spreadsheets
- Spot an AR ageing issue — no time to investigate before the call
- Build a one-off variance analysis in Excel
- Send the board pack at 11pm Sunday
With CFO Upgrade
- Data refreshed overnight — open the dashboard, done
- AR ageing flagged automatically, root cause already surfaced
- Variance commentary drafted by AI, you review and send
- Board pack generated from live data, branded and ready
- Client call starts with insights, not spreadsheet updates
Everything you need, built for your workflow
Controller-quality data
Governed data layer built to finance professional standards. Every figure traceable, every reconciliation automated.
Automated checks
Daily validation catches errors before your clients see them. Discrepancies flagged, not buried.
AI summaries
Auto-generated performance narratives for each client entity. Review, adjust, send — in minutes.
Automation flows
Routine month-end tasks handled without manual intervention. You focus on the analysis that matters.
Client dashboards
Read-only dashboards your clients can access directly. Fewer status requests, more strategic conversations.
One environment
All your client entities managed from a single workspace. Separate data areas, one login, full oversight.
Daily
data refresh as standard
Automated
reconciliation checks
50+
SMEs already on the platform
90+
accounting system integrations