Leveraging AI to
Grow Your CAS Practice.
The Virtual CFO Platform is the only AI-powered advisory engine built specifically for CPA firms, turning your clients' raw financial data into CFO-grade analysis across your entire portfolio.
Everything client advisoryhas beenmissing until now
Whether you're launching CAS from scratch or scaling an existing practice, this is the fastest way to know exactly which clients need help, what to sell them, and what it's worth.
Show Me HowSee your whole client portfolio, all in one place
Not just one client's financials, every client's, in one dashboard.
Know the dollar opportunity, not just the diagnosis
Get a real advisory revenue estimate per client, not a vague "they could use help."
Run it monthly, every time your books close
Track financial health as it changes, the moment books close.
Do things no CPA firm can do manually
Like modelling thousands of possible cash flow outcomes with Monte Carlo simulation.
This isn't a point solution. It's a platform.
Most "AI for accounting" tools do one thing: categorise transactions, summarise a P&L, answer a tax question. The Virtual CFO Platform was built to run your entire advisory practice.
Portfolio · June 2026 review
Where your clients need you next.
Every client scored against a trailing baseline, so what you see isn't a snapshot, it's a trajectory. Open a client to run modules, review findings, and generate the deliverables.
Clients
12
on the platform · 1 onboarding
Needs attention
3
this week's call list
Watch
4
trending the wrong way
Healthy
4
proactive opportunities
Advisory pipeline
$733k
recommended engagements
Revenue at risk
$9.10M
client revenue in red status
Meridian Outdoor breached its loan covenant
DSCR 0.98× vs 1.25× required. Lender conversation shouldn't wait.
Bluewave slipped from Healthy to Watch
Score 66 → 58 over six months as collections stretched to 58 days.
Proseware: $75k R&D credit opportunity
Healthy client, proactive tax play. An easy advisory win.
Financial Portfolio Analyser
One client's raw data, scored across six dimensions of financial health.
Explore moduleFinancial Portfolio Dashboard
Every client rolled into one view, with the dollar opportunity attached.
Explore moduleCash Flow Optimisation
Thousands of simulations to recommend when to pay and collect.
Explore moduleTurn a client's raw financials into
CFO-grade health check.
Drag and drop what you already have for each client: general ledger files, trial balances, AP/AR history, tax returns, bank letters of credit, inventory and profitability history, and the Analyser scores every client across six dimensions of financial health, then rolls the whole portfolio up into one view: who needs attention, who to watch, and who's healthy.
Before it runs the analysis, it checks data readiness for every client, flagging issues like uncategorized transactions or an unclosed quarter, so you know exactly what to send back to the bookkeeper first.
Key features
Portfolio status
11 scored
Dimension heatmap
score /100 · lower = weaker
| Client | Liquid | Solven | Profit | Effici | Growth | Risk |
|---|---|---|---|---|---|---|
| Meridian Outdoor Co | 24 | 31 | 29 | 52 | 17 | 26 |
| Northwind Traders | 22 | 38 | 30 | 45 | 28 | 30 |
| Hammerfall Industries | 24 | 88 | 52 | 71 | 54 | 31 |
| Bluewave Mechanical | 61 | 72 | 48 | 44 | 60 | 52 |
| Fourth Coffee Roasters | 58 | 72 | 66 | 57 | 76 | 60 |
| Coho Vineyard & Winery | 64 | 70 | 68 | 59 | 58 | 71 |
| Litware Legal Group | 76 | 80 | 72 | 51 | 70 | 76 |
| Five Burgers LLC | 70 | 78 | 74 | 70 | 64 | 73 |
Every client. One view.The numbers that tell you where to focus.
The Dashboard rolls up every Analyser run across your entire client base. Run it on 12 clients, and it tells you how many need attention right now, how many you should keep an eye on, and how many are healthy, plus a real dollar estimate of the advisory opportunity sitting in your existing book.
A heat map shows exactly where each client stands across the six dimensions of financial health, sized by company size, so you can see at a glance who needs a call this week. Sort by status: needs attention, watch, healthy, or by industry, and drill into any client to see their trend over time.
Key features
Meridian Outdoor Co
Consumer Products · Auburn, AL · $2.90M annual revenue · Monthly cadence · Last analysis Jun 30, 2026
Growth is masking a deteriorating core. Revenue is up a third, yet the business slipped into a monthly operating loss, cash fell from $240k to $86k, and the loan covenant is already breached. Stabilise before scaling further.
F
Needs attention
34/100
Health trend — the baseline
score /100 · monthly analyses since Dec 2025
Key metrics
June 2026 vs. prior
Cash on hand
$86k
vs prior month
Runway
5.8 mo
at current burn
Gross margin
36%
was 44% a year ago
DSO
31 days
collection speed
Debt coverage
0.38×
covenant 1.25+
Revenue growth
+33%
trailing 12 months
Cash flow modelling no accounting firm can do by hand.
This is the module that has no real competitor. The Cash Flow Optimisation engine runs up thousands of Monte Carlo simulations on a client's receivables and payables, modelling how different payment and collection timing plays out, to recommend the optimal order and timing to pay and collect. It's not a spreadsheet forecast. It's a level of cash flow modelling that simply isn't possible manually, at any firm, regardless of team size or talent.
- Thousands of simulations run per client, per analysis
- Models receivables and payables timing scenarios
- Recommends optimal pay/collect sequencing
- Delivers a level of insight no manual process can replicate
Cash on hand
Revenue vs. net income
Gross margin trend
Receivables aging
52%
Current
25%
1-30
13%
31-60
7%
61-90
4%
90+
More than software.
A partner in building your CAS practice.
Buying a tool doesn't build a practice. You need it built right, kept current, sellable, and trustworthy. That's what comes standard.
Ready to grow your CAS practice?
The Virtual CFO Platform is available now in beta, with new firms onboarding monthly. Choose the plan that fits how you want to run it: platform only, or platform plus human-reviewed outputs through our Southwestern Talent Partners partnership, so your team stays focused on selling and advising, not checking AI's work.
Platform Only
Full access to all three modules, self-reviewed by your team.
Platform + Human Review
Everything in Platform Only, plus every output validated by a trained human analyst via our Southwestern Talent Partners partnership, for a fraction of the cost of an in-house reviewer.