Everything a CFO does — running across your whole client book.
Beacon turns each client's ledger and bank data into live financial intelligence. The deterministic engine does the maths; the AI does the interpretation. Here's what your firm gets.
Cash monitoring & runway
Live 13-week direct cash forecast and 12-month runway per client, recomputed as transactions land. Comfort thresholds trigger alerts before cash gets tight.
Revenue & expense analysis
Break revenue down by stream, and expenses by category. Automatic anomaly detection surfaces the unexpected spike — a doubled cloud bill, a duplicate supplier payment.
Driver-based forecasting
Forecasts built from drivers — fixed, growth-rate, per-unit, percentage-of, or custom formula — resolved through a dependency graph so every projected number traces to its inputs.
Non-destructive scenarios
Model a hire, a price change, a delayed invoice as an overlay on top of the base case. Compare side by side across cash, profit, payroll, opex, runway and margins — actuals are never touched.
Headcount analysis
Model salaries, planned hires and their fully-loaded cost. See the runway impact of a hiring plan before your client commits to it.
Board-ready reporting
P&L, cash flow and balance-sheet views compile into a branded management pack in one click, with AI commentary explaining the movements in plain English.
Proactive insights
Scheduled analysis runs across every client and flags what needs you this week — no one has to remember to check.
Ask-anything analyst
Ask in plain English — "why did gross margin drop in March?" — and get an answer grounded in the client's data, with the source lines cited.
Custom metrics
Define the KPIs your firm reports on — gross margin, LTV/CAC, DSO, working-capital days — and Beacon computes them consistently across every client.
Every number on every screen is computed, not generated.
The AI decides what to calculate and how to explain it. A deterministic, decimal-precise engine does the actual maths and links each result back to source. That's the difference between a demo and something you can put in front of a client.
See how accuracy works →See Beacon on your own client book.
Book a walkthrough and we'll run it against an anonymised client to show you what it surfaces.