AI agents for client advisory services
Finpact helps accounting firms deliver client-specific reporting, forecasts, financial models, and CFO-level decision support across more clients—without building a large internal FP&A team.
Agents prepare. Finpact validates. Your firm advises. Your firm retains the client relationship and final approval.
Illustrative Finpact workspace
Built for accounting firms at every stage of advisory.
As AI automates more routine preparation work, value is shifting toward interpretation, planning, and forward-looking advice. Accounting firms already hold the data, trust, and client relationships required to lead that transition—whether you're launching advisory, expanding beyond reporting, or scaling an established CAS practice.
Firms with bookkeeping, tax, outsourced accounting, or controller relationships but no formal strategic-advisory offering yet.
Firms already providing reporting or controller services that want to add forecasting, planning, modeling, and fractional CFO support.
Established CAS practices that need more standardized delivery, stronger multi-client workflows, and greater capacity.
Specialized talent
Experienced FP&A and fractional CFO professionals are difficult and expensive to recruit.
Limited capacity
Compliance, close, and client-service work consume the time required to build a strategic-advisory offering.
Manual delivery
Reports, forecasts, models, and commentary are repeatedly rebuilt across clients and reporting periods.
No repeatable operating model
Many firms lack a standardized way to scope, produce, review, price, and deliver forward-looking advisory.
A coordinated system of finance agents.
Connected directly where supported, or provided through structured exports during the pilot.
Connect & structure the data
Maps accounts, structures financial and operating data, flags missing or inconsistent inputs, and maintains the client data model.
Management reporting & KPIs
Updates recurring reporting, calculates KPIs, prepares budget-versus-actual, and produces a review-ready management package.
Models, forecasts & scenarios
Maintains driver-based models, updates rolling forecasts, runs scenarios, and evaluates cash implications.
Commentary & recommendations
Identifies material changes, drafts commentary, surfaces decision points, and prepares client-meeting materials.
Agents prepare
Finpact's agents update the models, reporting, forecasts, and draft analysis.
Finpact validates
Finpact finance professionals review the data, assumptions, analysis, and client-facing outputs.
Your firm advises
Your team approves the work, leads the client conversation, and retains the relationship.
Start with a pilot. Then a repeatable cadence.
Choose the right client workflows
Define each client's needs, operating drivers, data sources, recurring deliverables, and level of advisory support—scope ranges from monthly reporting and planning to ongoing fractional CFO support.
Configure the client workspace
Connect or import the relevant financial and operating data, map the accounts and drivers, and establish the client-specific model.
Prepare the first advisory package
Finpact's agents generate the initial reporting, forecast, analysis, and commentary. A Finpact finance professional validates the work.
Run a repeatable monthly cadence
Each period, Finpact updates the work, your firm approves the deliverables, and the client receives consistent forward-looking advice.
Other platforms give your team tools. Finpact helps deliver the work.
| Metric | Software tools | Outsourced CFO services | With Finpact |
|---|---|---|---|
| Who does the work | Your team operates the tool | An external service team | Agents prepare; Finpact validates; your firm approves |
| Setup | Your team designs and maintains the workflow | Coordinate an external provider | Client workflows configured within the platform |
| Scaling across clients | Constrained by internal delivery capacity | Requires additional service capacity | Designed to increase capacity without proportional hiring |
| Personalization | Configurable templates maintained by your team | Client-specific, but labor-intensive | Client-specific models maintained through agent workflows |
| Client relationship | Remains with your firm | May be shared with an external provider | Remains with your firm |
Questions firms ask.
What is Finpact?
Is Finpact software or a service?
Who reviews the work?
Who owns the client relationship?
What client data does Finpact use?
What clients are the best fit?
Can an established CAS practice use Finpact?
How does pricing work?
Deploy Finpact with a defined set of clients.
Configure the workflows, establish the first reporting and planning cadence, and measure where Finpact creates the most delivery leverage for your firm.
- Selected client workflows configured end to end
- Client-specific reporting, forecasting, and financial models
- Finpact professional validation and managed implementation support
- A repeatable recurring delivery process