Financial clarity for professional services
Professional services firms are people businesses. Your biggest cost is your team, your biggest risk is underutilisation, and your biggest frustration is clients who pay late. CFO Pal gives you the financial clarity to price correctly, staff efficiently, and never be surprised by a cashflow gap.
The problem
Revenue per head looks good but after salaries, office costs, and software the margin is tighter than expected.
A few large clients represent most of your revenue and one delayed payment creates a crisis.
You grow the team ahead of confirmed work and hope the pipeline fills the gap.
You know your annual numbers but have no visibility on month-to-month performance.
What changes with CFO Pal
Monthly management accounts show revenue, margins, and overhead trends in real time.
Debtor tracking shows exactly who owes what and how overdue each invoice is.
Cashflow forecasting models the impact of new hires and office moves.
Weekly AI summaries highlight what changed this week and what needs your attention.
£199/month + VAT. Everything included.
Connects to Xero, QuickBooks, and Sage. 14-day free trial. No card required.
See full pricing details →Stop guessing. Start knowing.
Join UK businesses that know exactly where they stand financially. Every Monday morning.
Connects to Xero, QuickBooks & Sage · UK data residency · No card required