For fractional CFOs

Run month-end for every client from one workspace.

Connect every QuickBooks account once. AboveBoard builds the reporting packages, drafts variance commentary, and monitors runway, so month-end becomes a review instead of a rebuild.

Request a demo See how it works

Built for solo and small-firm fractional CFOs managing multiple clients.

The month-end loop: one click to generate, AI drafts the commentary, you review and approve, and the PDF is ready to send. Shown on the demo client.

Your clients pay for insight, not report assembly.

Every month, fractional CFOs export the same statements, update the same models, and rebuild the same package for every client. AboveBoard turns that recurring work into a repeatable review-and-approve process.

Your entire client portfolio

See which clients need your attention before opening QuickBooks.

Track cash, runway, profitability, and exceptions across every client from one view. Health flags state their reasoning, so a red client tells you why.

Every client in one view, not one company's dashboard. Rendered from AboveBoard's demo dataset with the same components the product ships.

AI commentary

AI drafts it. You approve it. Every change stays on the record.

AboveBoard computes the financial figures before sending them to the model. The AI may only reference those values. Every draft is labeled while you review it, every report requires your approval, and the original text stays visible beside your edits.

Computed figures · June 2026

Revenue	$554,540	2.7% MoM
Gross margin	77.9%	77.6% prior
Operating expenses	$623,228	3.4% MoM
Net income	($191,034)	($184k) prior
Cash	$1,022,217	($191k) in month

Executive summaryAI draft — review requiredEditApprove

Meridian Labs closed June 2026 with revenue of $554,540, up 2.7% from the prior month and up 84.1% year over year. Net loss was $191,034 and the month-end cash position was $1,022,217, a draw of $191,034 versus prior month.

AI draft→Edited (original preserved)→Approved→Final (immutable)

Figures computed by AboveBoard, beside the draft that cites them. Real drafter output over the demo dataset, awaiting review.

Read how the AI is kept honest in the FAQ

The workflow

From connection to board-ready package

Connect QuickBooks
OAuth per client. AboveBoard reads the books. It never writes to them.
Data syncs automatically
24 months of history on connect, then continuous updates as the books change.
Generate the package
P&L, balance sheet, cash, and KPIs, computed from synced figures and frozen at generation.
Review the AI drafts
Commentary drafted from figures we computed first. Labeled in review, editable, approved by you.
Finalize and download
Immutable once final. Download a PDF headed with your logo and brand color, and nothing of ours.

Meridian LabsMonthly package · June 2026

Revenue	$554,540	$540k prior
Cost of goods sold	($122,346)
Gross profit	$432,194
Total operating expenses	($623,228)
Net income	($191,034)

CommentaryAI draft — review requiredEditApprove

A report package mid-review: real figures from the demo dataset, commentary drafted and awaiting approval.

Read the full workflow walkthrough

Cash flow forecasting

Thirteen weeks out, week by week

Built per client from open AR, open AP, and recurring expenses detected from transaction history, plus manual adjustments and versioned snapshots.

Week of	Jul 6	Jul 13	Jul 20	Jul 27	Aug 3	Aug 10	Aug 17	Aug 24	Aug 31	Sep 7	Sep 14	Sep 21	Sep 28
AR collections	$231k	$69k	—	$135k	—	—	$187k	—	—	—	—	—	—
AP payments	($111k)	($54k)	($47k)	—	($32k)	—	—	—	—	—	—	—	—
Payroll — Gusto Payroll	—	($194k)	—	($194k)	—	($194k)	—	—	($194k)	—	($194k)	—	($194k)
Rent & Facilities — Bayview Properties LLC	—	—	—	($18k)	—	—	—	—	($18k)	—	—	—	($18k)
Irregular spending (averaged)	($36k)	($36k)	($36k)	($36k)	($36k)	($36k)	($36k)	($36k)	($36k)	($36k)	($36k)	($36k)	($36k)
Net change	$85k	($215k)	($83k)	($114k)	($67k)	($230k)	$151k	($36k)	($248k)	($36k)	($230k)	($36k)	($248k)
Ending cash	$1.1M	$892k	$809k	$696k	$629k	$399k	$550k	$514k	$266k	$230k	$211	($35k)	($284k)

The 13-week cash forecast for Meridian Labs, built from open AR and AP and detected recurring expenses in the demo dataset.

Not another dashboard

A repeatable month-end workflow for your entire practice.

Most finance tools help you analyze one company. AboveBoard is built around the work fractional CFOs repeat across every client: assembling the package, drafting commentary, reviewing exceptions, and approving the report.

Traditional finance tools

Built to analyze one company at a time
Packages assembled by hand, month after month
Commentary written from scratch every time
A separate workflow for every client

AboveBoard

Your entire portfolio in one workspace
Packages prepared from synced figures
Commentary drafted for your review
One repeatable process across every client

What stays true

You are handing over client books. Here is what that means.

AboveBoard reads your clients' books. It never writes to them, and never posts journal entries.
No package is final until you approve every section. The database enforces that, not just the interface.
AI drafts are labeled as drafts while you review them, and the finished document carries no AI notice.
QuickBooks connections use Intuit's OAuth flow. Tokens are encrypted before storage.
Every organization's data is isolated at the database level with row-level security.

Read the full security posture.

Per-organization isolation enforced in the database, encrypted QuickBooks tokens, and a complete subprocessor list. Documented, not asserted.

Read the security overview

See it working before you hand it your clients

Request a walkthrough. A human replies within one business day. AboveBoard is shaped by a small group of fractional CFOs with 6 months of free access in exchange for honest feedback. Read about the design partner program.

Request a demo