Financial Intelligence

Our Products

Choose from our selection of products and services

One-time analysis

Demo Analysis

A one-time guided diagnostic to establish a clear financial baseline and priority action plan.

Scope of services

  • Financial health scorecard and executive summary
  • Cash-flow, profitability, and working-capital review
  • Priority risks, root causes, and next-step recommendations

Monthly plan

Essential

Core monthly financial intelligence for leaders who need a consistent operating view.

Scope of services

  • Monthly financial health dashboard and KPI monitoring
  • Cash flow, receivables, payables, and margin trend analysis
  • Monthly risk summary with practical next-step recommendations
Most popular

Monthly plan

Professional Subscription

Advanced monthly analysis for growing businesses that need deeper diagnostic visibility.

Scope of services

  • Everything in Essential, plus transaction-level evidence review
  • Root-cause analysis for material risks and exceptions
  • Scenario-based projected financial impact modeling
Most comprehensive

Monthly plan

Executive

A premium executive decision-support program for complex, high-stakes financial leadership.

Scope of services

  • Everything in Professional, plus executive-ready decision briefings
  • Strategic planning support for growth, capital, and transactions
  • Priority advisory access and tailored CFO-level recommendations