Product-Led Financial Intelligence
Turn Accounting Data Into Executive Intelligence
Generate board-ready financial packages in minutes. Upload statements for a free sample review, or connect accounting systems to unlock weekly briefs, monthly packages, Ask Advisacor, forecasting, budgeting, and industry intelligence.
Executive Workspace
Financial Intelligence Command Center
Revenue
$1.82M
+12.4%
Runway
21 wks
stable
AR 90+
$48K
review
Margin
34.6%
+2.1 pts
Liquidity Forecast
13-week view
AI Recommendation
Generate the board package and highlight cash timing before approving the hiring plan.
Owner Brief Signal
Cash is stable, revenue is improving, and collections remain this week's top risk.
Industry Insight
Manufacturing variance and inventory efficiency are driving the next executive recommendation.
Free Review Funnel
No demo required. From upload to first executive package in under 15 minutes.
1
Visitor
2
Onboarding Wizard
3
Connect QuickBooks
4
Upload Reports
5
Generate First Review
6
Dashboard
Executive Package Automation
Turn accounting reports into board-ready PDF financial packages, PowerPoint executive packages, dashboards, and AI-assisted commentary in minutes.
Business Owner Weekly Briefs
Give owners weekly awareness without forcing them to read accounting reports: business health, cash, revenue, profitability, payroll, collections, risk, and opportunity.
Ask Advisacor AI Assistant
Let leaders securely ask questions like why profit changed, whether cash is healthy, if hiring is affordable, and what to focus on this week.
Persona-Aware Workflows
Support bookkeepers, controllers, fractional CFOs, and business owners with outputs tailored to upload workflows, close quality, forecasting, board packages, and owner summaries.
Industry Intelligence
Adapt KPIs and commentary by industry, including healthcare patient-day metrics, manufacturing variances, construction WIP, distribution inventory, and professional services utilization.
Accounting Firm Client Management
Help firms scale advisory work with a multi-client dashboard, client health status, package tracking, review queues, delivery status, and role-based outputs.
Packages
Executive reporting infrastructure for every finance operating model.
Essential
Core executive reporting for AP, AR, payroll, FTE, reserves, and month-over-month review.
Included analytics
- AP review
- AR review
- Payroll and FTE analytics
- Reserve exposure
AI capabilities
- Executive summary
- KPI review
- Basic AI commentary
Workflow features
- Guided upload
- Month-end package preparation
- PDF financial package
Professional
Controller-grade intelligence for inventory, fixed assets, debt, liquidity, working capital, and QoQ trends.
Included analytics
- Inventory intelligence
- Fixed asset review
- Debt and liquidity review
- Working capital trends
AI capabilities
- Flux analysis
- Balance sheet integrity review
- QoQ commentary
Workflow features
- Advanced schedules
- PowerPoint generation
- Client-ready review workflow
Virtual CFO
Board-level forecasting, budgeting, treasury, oversight review, and executive recommendations.
Included analytics
- Forecasting and budgeting
- Treasury review
- Oversight review
- Manufacturing intelligence
AI capabilities
- Executive AI assistant
- Board preparation
- Strategic recommendations
Workflow features
- Board-level reporting
- Automated delivery
- Forecast and KPI refresh
Why Advisacor
Business owner awareness and advisory firm scale without operational noise.
From upload to first executive package in under 15 minutes, with no demo required.
Manual upload creates a fast sample review; connected accounting unlocks QuickBooks, Xero, NetSuite, Sage, Microsoft Dynamics, weekly briefs, monthly packages, forecasting, budgeting, industry intelligence, and AI access.
Scale advisory services without adding headcount by giving firms client health status, package tracking, review queues, delivery status, and persona-specific outputs.
Give business owners weekly financial awareness with owner-ready explanations, cash position, revenue/profit trends, top risk, top opportunity, and secure Ask Advisacor questions.
Support professional workflows with role-based access, company-level permissions, protected report access, audit logging, secure backend processing, and a built-in support ticket system.
Watch Advisacor In Action
Product videos for executive packages, owner briefs, industry intelligence, and firm workflows.
Learn the platform in 1-3 minute visual walkthroughs, then generate your own free sample executive review from Balance Sheet, Income Statement, AR Aging, AP Aging, or Inventory reports.
Video 1
How Advisacor Turns Reports Into Executive Packages
See how uploaded reports become executive summaries, dashboards, PDF packages, and PowerPoint previews in minutes.
Video 2
Weekly Executive Briefs For Business Owners
Preview business health, cash, revenue, profitability, payroll, collections, top risk, and top opportunity in an owner-friendly email.
Video 3
Industry Intelligence Dashboards
Watch healthcare, manufacturing, construction, distribution, and professional services KPIs adapt to how each company operates.
Video 4
Accounting Firm Client Management
See how advisory firms manage client health, package tracking, review queues, delivery status, and multi-client workflows.
Video 5
Ask Advisacor AI Assistant
Preview secure owner questions about profit changes, cash health, hiring capacity, and weekly management focus.
Video 6
Virtual CFO Package Workflow
See forecasting, budgeting, treasury, oversight review, board packages, and executive recommendations come together.
Build the AI-assisted financial intelligence layer your leadership team deserves.
Bring executive reporting, PDF and PowerPoint packages, owner weekly briefs, Ask Advisacor, firm client management, support tickets, and industry-aware operational finance intelligence into one premium platform.