The Inflection CFO Platform

A fractional CFO that runs on software

You pay for CFO judgment, not CFO hours in spreadsheets. The platform pulls your numbers from QuickBooks, Shopify and your bank every day, watches the KPIs that matter for a consumer brand, and tells you when something moves the wrong way.

See pricing, from $250/mo Book a free 30-minute call
KPI Monitor scorecard showing weeks of cash flagged critical, card utilization on watch, and margin KPIs marked preliminary until the books close
KPI Monitor with sample company data.

How it works

  1. 1

    Connect

    QuickBooks Online, Shopify, and your bank and card accounts.

  2. 2

    Get a KPI plan

    Drafted for your channels and financing, reviewed by a CFO.

  3. 3

    Watch daily

    Cash and sales checked every day, with Watch and Critical flags.

  4. 4

    Close the books

    Profitability KPIs go final once the month actually looks reconciled.

  5. 5

    Decide

    On your own, or in a monthly review with your CFO.

Flags you can trust

Many dashboards score half-finished books and raise false alarms in the first week of the month. The KPI Monitor reads the data to decide when a month is closed: cash ties to the bank, nothing is left uncategorized, revenue and cost of goods are booked, and the numbers stop changing.

Until then, margin and inventory KPIs are shown as preliminary and never flagged. If last month still looks open after the 15th, that gets flagged instead, with exactly what's blocking it.

Books close panel showing September open: QuickBooks cash is $4,200 below the bank, and numbers changed in the last 3 days
Table of KPI inputs listing each value's month, source such as QuickBooks or bank accounts, and when it was last updated

Every number shows where it came from

Each input lists its source (QuickBooks, Shopify, your bank feed, the cash forecast or a manual entry) and when it was last updated. Anything entered by hand stays put; syncs never overwrite it.

Two modules, $250 a month each

Included free with Bookkeeping, Monthly CFO Review and Full Financial Management. One $250 setup fee on month-to-month plans, waived with a 3-month commitment.

FP&A Platform

Your forecast, kept current and compared to actuals.

$250/mo

Standalone, or pair it with KPI Monitor

$250 setup on month-to-month, waived with a 3-month commitment

  • Upload your financials or existing model; AI maps it to a clean chart of accounts
  • QuickBooks Online and Shopify connections
  • Three-statement forecast with scenarios and saved versions
  • Forecast vs. actuals variance by month
  • Side-by-side comparison of model versions
  • 13-week cash forecast
  • AI analyst you can ask questions about your numbers
  • Excel and PDF exports
  • Onboarding session with a CFO
Details about FP&A Platform→

KPI Monitor

Your KPIs, synced from your data, with flags when something moves the wrong way.

$250/mo

Standalone, or add to the FP&A Platform for $500/mo total

One $250 setup fee even with both modules, waived with a 3-month commitment

  • Custom KPI plan drafted for your business and reviewed by a CFO
  • Connections to QuickBooks Online, Shopify, and bank and card accounts
  • Daily refresh with Watch and Critical flags you can tune
  • Books-close detection: profitability KPIs stay preliminary until the month looks reconciled
  • A flag when last month’s books are still open after the 15th
  • Source and timestamp on every number
  • Weekly email digest
  • Manual entry for anything not connected yet
Details about KPI Monitor→

The KPI library is public

Formulas, default flag levels and what to do when each one moves, for all 18 KPIs the platform tracks.

Browse the KPI library →

Ready to Get Control of Your Finances?

Get a complimentary financial review and discover opportunities to accelerate your growth.

Book Free Assessment Get in Touch