Connect a client. Get a CFO. Keep your judgement in the loop.
Beacon does the heavy lifting between raw ledger data and a client conversation — but a human always approves what reaches the client.
Connect & register the source
Upload the exports the client already produces — trial balance, general ledger, bank statement, receivables and payables. Beacon registers each file as a source, with its owner, currency, period and how it was read, then maps ledger accounts to model fields. Every downstream number can be traced back to exactly where it came from.
The engine computes, the AI explains
The deterministic engine builds the cash forecast, resolves the driver dependency graph, and calculates margins, runway and ratios to decimal precision. The AI reads those results, spots what matters, and drafts the narrative — the analyst-day of work, done in minutes.
You review, approve, and advise
Nothing reaches a client automatically. You review the analysis, add your judgement, and approve — then deliver it as a board pack or a conversation, under your firm's brand. Corrections you make are remembered, so Beacon doesn't ask twice.
Why you can put Beacon's numbers in front of a client
The layers are deliberately separated. Reasoning sits at the top; the maths sits at the bottom on a deterministic engine. The AI can never quietly invent a figure.
Ready to see it on a real client book?
We'll set up a walkthrough and run Beacon against an anonymised client of yours.