For fractional CFOs & accounting firms
Run every client from one login.
You are the CFO for a stack of companies at once. CeoDash gives each of them a CFO-grade dashboard they actually use, a board-ready pack out of the same numbers, and a read-only link you can hand to the client — so reporting is a by-product of the work, not a monthly rebuild.
What multi-client reporting costs you today
The monthly reporting fire drill
Every client hands you their numbers in a different shape at a different time. The first week of every month disappears into rebuilding the same reports by hand, per client.
No login you can hand back
The client wants to see their own dashboard between your visits, but the model lives in your spreadsheet. So they ping you for a number that should have been one click away.
Board packs from scratch
When a client has a board meeting, the deck is assembled by hand — copied charts, pasted tables, a fresh export each quarter that no one can trace back to the source.
How CeoDash helps today
Everything below has shipped — this is what you can put in front of a client this week, not a roadmap.
Workspaces
One workspace per client
Each client gets their own CeoDash workspace with P&L, cash flow, burn and runway from their own uploads. You switch between them from a single login instead of juggling files.
Board pack PDF
A board-ready pack, generated
The board pack pulls the client’s current numbers into a clean, exportable deck — so the quarterly pack is produced from live data, not rebuilt by hand each cycle.
Read-only share links
A read-only link you can hand over
Give a client — or their board — a signed, revocable link to a read-only snapshot of the numbers. No account required to view, nothing they can edit.
Partner with us
We are talking to a small group of fractional CFOs and accounting firms about running their client base on CeoDash. Tell us about your practice and we will be in touch.