CFO Dashboard Agent
Keeps the recurring advisory relationship alive between meetings by producing the metrics and the reasons to call.
- Accounting
- Recur — Advisory Relationships Beyond Compliance
- STAR for Accounting Firms
- 6 AI Agents
- Builds the recurring advisory dashboard and flags what needs a conversation.
- 01
Refreshes the client's advisory dashboard on your standard cadence.
- 02
Tracks the KPIs your advisory package promised to manage.
- 03
Flags trend breaks that justify a proactive advisory conversation.
- Monthly financial and operating data
- The client's agreed KPI set
- Advisory engagement cadence
- A current advisory dashboard
- Trend and threshold alerts
- A suggested agenda for the next meeting
Part of STAR for Accounting Firms.
Advisory Relationships Beyond Compliance
Identify continuing client needs that justify higher-value recurring advisory relationships instead of one more episodic project after filing season.
A systems-driven, recurring-advisory business model built around the clients, expertise, data, people, and technology you already have.
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Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.