Your brand in front. Beacon behind the scenes.
Beacon is a platform for your firm — run every client from one place, keep your name on the work, and turn advisory into recurring revenue without adding headcount.
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White-label ready. Your logo, your colours, your client relationship. Clients see your firm, not ours.
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Whole-book view. Every client on one dashboard, with alerts that surface who needs you this week.
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New recurring revenue. Package CFO advisory as a monthly retainer — high-margin work your team can now scale.
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Role-based access. Partners, managers and juniors each see what they should — with an audit trail on every number.
Illustrative — not real clients
Compliance keeps the lights on. Advisory grows the firm.
Beacon moves your team up the value chain — from processing the numbers to advising on them.
Do it in minutes
The analyst-day it takes to build a CFO report by hand collapses to minutes. Your people spend their time on the conversation, not the model.
Serve the whole book
Advisory stops being reserved for your five biggest clients. Every client can get CFO-level insight — at a price that works.
Recurring, not one-off
Always-on monitoring makes advisory a monthly retainer, not an annual project. Predictable revenue, stickier clients.
Turn your client book into an advisory practice.
We're onboarding a small group of firms. Let's talk about yours.