For fractional CFO & advisory firms
Your growth is capped by how many senior finance people you can hire. CentSight gives every CFO on your team an analyst on every client they carry — so oversight runs all month instead of arriving with the meeting.
All Companies
5 companies
The constraint
Advisory practices rarely run short of prospects. They run short of the senior people who can carry them — a client can only be taken on when someone with judgment has the hours to spare, and those are the hardest people to hire.
Today
Every engagement needs senior hours, and only a senior person can supply them.
Scope is written in days a month, so selling more means selling more days.
Between the monthly meetings, nobody is looking at the books.
The next client is a hiring decision before it is a sales one.
With CentSight
The assembly under each engagement — pulling, reconciling, explaining — stops being someone's afternoon.
Oversight runs on the client's books continuously, not on the calendar.
A CFO's hours go to judgment and the client conversation.
Capacity stops being the same thing as headcount.
Signals
A monthly rhythm means a client’s books go unwatched for most of the month, and the CFO finds out what happened when they sit down to prepare. Signals runs continuously on every connected client — cost jumps, receivables aging past terms, contracts running out, runway shifting, entries booked to the wrong place.
So the meeting stops being the moment the firm learns something. Your CFO walks in already knowing what moved, and the things that couldn’t wait were raised in the week they happened.
Signals
Across 5 client companies
Pulse HQ
Contracts running out
Most expire within 3 months
HW E-Commerce
Invoices to chase
$1.128M past due, 51 invoices
Marketing Agency
Getting paid
$144,080 outstanding AR
Restaurant Group
Costs by category
$784,073 total costs
Coastal Property Group
Rent collected on time
97.1% on-time collection
Chat, per client
A client emails on Wednesday asking whether they can afford the hire, or why margin slipped. The honest reply today is usually “let me pull that together” — and pulling it together means the books, the bank and an hour nobody had planned for.
Ask CentSight instead. The figure is computed against that client’s ledger with the entries behind it attached, and the workspace only ever holds one client — so the answer goes back the same day, with your name on it.
Why did net income drop last month?
Net income fell $4,120 against last month, but the business didn’t get worse. An annual software renewal was expensed in full in June; only one month of it belongs there.
Source: 1 bill entry · Jun 4 · QuickBooks Online
The rest of the analyst
The same workspace carries the rest of the work that sits under an engagement. Each part is per client, and each one reads from the same connected books.
Kept apart
One CFO moving between client companies all day is exactly where the lines get crossed. Here they can't be: each client is its own workspace with its own connections, history and signals, and nothing is shared between them.
HW E-Commerce
Connected to QuickBooks, Chase, Stripe
Marketing Agency
Connected to QuickBooks, BofA, HubSpot
Pulse HQ
Connected to QuickBooks, Mercury, Stripe
Restaurant Group
Connected to QuickBooks, Wells Fargo, Slack
Separate data, separate history, separate connections. Nothing crosses between columns.
The adoption path
Nothing here asks you to put a tool in front of a client on day one. The first rung is internal only — your team, against your own book — and it is a complete place to stop. Whether a client ever sees any of it is a decision you make later, or not at all.
Where every firm starts
Advisors use CentSight as their own tool — asking, reviewing, and deciding what's ready before anything reaches a client.
Once it has earned it
Clients see the work an advisor creates in the tool — reports, analysis, answers — without touching it directly themselves.
If and when you want it
Clients get their own access: a 24/7 financial analyst working for them, inside the workspace your firm still controls.
The firm decides which rung it is on, and when that changes. Nothing moves to a client without you putting it there.
Common questions
Yes. CentSight connects read-only to whatever the client already keeps their books in, whoever maintains them. Nothing is migrated, nothing is written back, and nothing changes on the bookkeeper's side. Where entries look miscategorized, that surfaces as a signal rather than getting quietly averaged into an answer.
As long as the connection and the history sync take. The client's own ledger is the source, so there is nothing to rebuild — the workspace opens with that company's actuals already in it. What your team adds about how the business works sharpens the answers from there.
It stays with the client workspace rather than the person. Chat history, signals, widgets and what your team has recorded about how that business works belong to the company record, so whoever picks the engagement up starts from what the firm already knows instead of from the client explaining it again.
Only if your scope is written as hours delivered. The shift it supports is the other one — from billing days to being present between them, with monitoring running on the client's books all month rather than a package landing once. What that presence is worth to your clients is your pricing decision, not ours.
Signals are ranked per client by what actually needs attention rather than pushed out as a flat alert stream, and each one is a statement about that company's own books — a figure with the account behind it, not a generic warning. They go to your team, never to the client.
We’ll connect a real set of books on the call, show you what it finds between meetings, and talk through what carrying it across the rest of your roster would look like.