AI for fractional CFO firms

Scale your practice
without growing your team.

Your entire practice, centralized. AI agents run the work. You own the strategy.

Get early access arrow_forward See how it works

No migration required. Works in the tools you already use.

The problem

80% of your time goes to work that doesn't need you.

You got into this to do strategy. Fundraising, cash planning, advising on what matters. Instead, most of your day is data wrangling, model updates, and reports nobody asked you to think about.

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The monthly data grind

Pulling bank exports, reconciling QuickBooks, chasing clients for spreadsheets. Every month. For every client. This is not what you're paid for.

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Rebuilding the same models

Cash flow reports, variance analysis, KPI dashboards — built by hand, every month, for every client. Spreadsheets are great. They just don't update themselves.

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No tool adapts to how you work

Every tool assumes how you work. None of them adapt to your models, your clients, or the way your firm actually runs.

How it works

Meet Lucy.
Your AI analyst, always on.

Lucy connects to your clients' systems, handles the operational work, and delivers the insights — so you show up as the trusted strategic partner they hired you to be.

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Connect data sources

Lucy integrates with every tool your clients already use — banks, accounting software, ERPs, CRMs. One connection, all their data.

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Keep everything updated

She checks data integrity, syncs actuals, updates financial models, and refreshes dashboards in real time.

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Proactive insights & alerts

Lucy drafts reports, flags anomalies, updates projections, and sends client summaries — through the channels your team already uses.

Not a CFO supported by better tools.
A CFO multiplied by AI.

Same trust. Same judgment. Same human relationship. But no longer constrained by how many hours are in a day.

Lives in your spreadsheets

No migration. No new tool to learn. Lucy lives inside the models you've already built and adapts to every client's unique setup.

Flip the ratio

Today 80% of your time is ops. Lucy flips that.

Today

80% ops

→

With Lucy

80% strategy

Serve 3× more clients. Same team.

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Each client, fully isolated

Lucy maintains a dedicated context per client — she learns their financials, their quirks, their history. No data ever crosses over. And your data is never used to train AI models.

build

We set it up. We keep it running.

You're not a software shop. We handle implementation, integrations, and updates — so you can focus on your clients.

Lucy lives in your Slack workspace

Ask questions, get financial insights, and receive proactive alerts — right where your team already works.

Already a Lucy customer? Connect your Slack workspace in one click from your dashboard.

Early access

Be part of building this.

We're onboarding a small group of fractional CFO firms to work alongside us as partners shaping what Lucy becomes.

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Shape the product

Direct input on what Lucy can do. You help build this, not just use it.

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White glove implementation

Our founding team sets everything up and stays hands-on.

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Preferred pricing

Early partners lock in founder rates.

We're onboarding a small group of early partners now.

Book a discovery call arrow_forward

Scale your practicewithout growing your team.