Lucy by Atina
Lucy by Atina
Scale your practice without scaling your team. Lucy handles the operations so you can focus on strategy.
Sound familiar? You're not alone.
Client data lives in 10+ tools. Bank portals, accounting software, ERPs, spreadsheets. No single source of truth.
Reports, reconciliations, forecasts - all built by hand, every month, for every client. The same work, repeated endlessly.
Each new client adds complexity. More tabs, more files, more context switching. Your margins shrink as you grow.
The irony: You help clients build systems, but your own practice runs on duct tape and willpower.
Lucy brings your entire practice into one AI-powered command center.
See all clients, deadlines, and alerts in one view. Know exactly where to focus your attention.
Ingest and clean data from any source, any format. Bank exports, ERPs, CSVs - Lucy handles the chaos.
Generate client-ready reports and dashboards automatically. From raw data to boardroom-ready in minutes.
AI-powered forecasting and anomaly detection. Spot issues before they become problems.
No migration required. Lucy works inside the spreadsheets you already use and trust - while giving you the power of a full platform.
Before
After
90% ops → 90% strategy
Banks, ERPs, accounting software, payroll systems. Lucy pulls from everywhere your clients' data lives.
Lucy shows her work, flags questions, and lets you verify before anything goes to clients. Full transparency, full control.
Great for compliance, but falls short on the strategic layer CFOs deliver
Great for tasks, but don't understand finance
Purpose-built for fractional CFOs, AI-native from day one
The fractional CFO market has more than doubled in the past year. The firms that win will run on purpose-built infrastructure.
The operating system that handles the operations, so you can focus on the strategy your clients actually pay for.
We're onboarding design partners now. Limited spots available.