The Data and Automation Team Behind Your Fractional CFO Practice
A partner program for fractional CFOs: we custom-build automation, dashboards and AI for each of your clients, on the systems they already run.
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Tell us what you need. A consultant replies within one working day.
01
You own the client and the advice. We build what sits underneath.
A fractional CFO is hired for judgement: where the cash is going, what the business can afford, what to tell the board. Too much of the week still goes on the work underneath that judgement: chasing bank statements, rebuilding the same pack every month, reconciling a CRM against the books by hand.
Greenwolf Tech Labs is the build team behind that work. We are not a software product, and there is no platform to sign up for. We custom-build each solution for the client who needs it, on the accounting system, spreadsheets and BI tools they already run, and the client owns what we build and the data. We connect their systems, automate the recurring close and reporting, and put live numbers in front of owners, so your hours go on advice. We do not do bookkeeping and we do not give financial advice. That stays with you.
02
Custom-built, not a product
03
Three ways to work together
Pick per client. Many partners use more than one.
Refer
You introduce a client who needs a build. We scope it, deliver it and keep you in every conversation about their numbers.
- You stay the trusted adviser
- We contract with the client directly
- Referral terms agreed up front
Co-deliver
One engagement, two roles. You lead the finance work and the client relationship; we build and run the data and automation behind it.
- Joint scoping on a call with you
- You sign off what ships
- Clear split of who does what
White-label
We deliver under your brand, inside your reporting standard. Your client sees your practice, not us.
- Your templates and branding
- We work through you, not around you
- You set the price to your client
04
What always stays yours
05
What we add, for you and for your clients
The first four tabs make your practice faster and safer; the last three are what your clients see. Every item is custom-built for the client who needs it. None of it is a product.
Take on more clients without hiring
Turn what you do for one client into a standard you can run for twenty.
- New client onboarded in days, not weeks: standard connectors and templates for the systems clients commonly run
- The same reporting standard across every client: a multi-client template, plus anonymised benchmarks across your portfolio
- More clients without more hires: overflow and white-label delivery capacity when you need it
- Your practice runs on data too: a client health dashboard with utilisation and billing tracking
Recurring work that runs itself
The close, the pack and the payables stop eating the first two weeks of every month.
- A faster month-end close: automated bank-to-ledger matching, accrual checklists and auto-flagged unusual entries
- The board pack ready early, so you only write commentary: populated from live data in the same format every month
- Bills processed without manual entry: invoice capture, suggested GL coding, approval routing and duplicate detection
- Cash collected faster: dunning sequences, payment reminders and a collections list ranked by amount and age
- Multi-entity numbers consolidated automatically: intercompany eliminations, FX conversion, consolidated P&L and balance sheet
Numbers you can put your name to
Every figure you present comes with its own audit trail.
- Errors caught before the client sees them: daily checks of books against bank, CRM and payroll, with alerts when they disagree
- One version of the truth: a master mapping of customers, products and locations that carry different names in different systems
- Every number traceable to source: a trail from any dashboard figure back to the transaction behind it
AI that never makes up a number
The system calculates every figure. AI only writes the words around numbers that are already verified.
- Monthly commentary drafted in minutes: the narrative is written around verified figures, so no number is invented
- Contracts and invoices turned into data: leases, revenue contracts and vendor terms extracted into structured tables
- "Ask your books" with sources: a chat interface over governed client data, every answer linked to the record behind it
- Client data never goes into consumer AI tools: a private AI setup inside the client's own environment
Work your clients notice between meetings
This is what keeps a fractional engagement renewed: the owner feels you every day, not once a month.
- The owner sees today's numbers on their phone: a live KPI dashboard that refreshes daily
- The owner gets told, not asked: alerts when cash drops below a threshold, a big customer pays late or margin slips
- Requests and documents in one place: a client portal for approvals, documents and open items
Forward visibility for the owner
Move every client from looking back at last month to planning the next quarter.
- A 13-week cash forecast that updates itself: fed daily from receivables, payables, payroll and bank
- Budget vs actual every week: a driver-based budget with automatic variance tracking
- Margin by customer, product, job or location: finance data joined to POS, jobs, inventory and CRM
- No covenant or runway surprises: threshold alerts on cash, debt covenants and burn
- "What if" answers in minutes: scenario models for hiring, pricing, loans and new sites
Ready when a fundraise, loan or exit comes
The data work that usually lands as a fire drill is already done.
- Due diligence ready: clean historical data, KPI history and data room preparation
- Lender and tax reporting without scrambling: recurring lender packs and sales tax or VAT data preparation
06
How a partnership starts
A working call
We go through your client base, the systems they run and where your hours go each month.
One client, one pilot
Pick a single recurring pain point at one client, such as the close or the monthly pack, and we custom-build it around their systems.
Make it a standard
What worked becomes a template you can roll out across clients with similar systems.
Run and support
We keep the automations and dashboards running and fix what breaks, so you are never the one debugging.
07
Work we have already delivered in finance
We automated operations and reporting for a financial consultancy, and automated reporting and dashboards for an insurance brokerage working from messy multi-insurer data. For how we think about finance work, read our month-end close checklist, the accounts automation tier list on what to automate first, and how we approach accounting workflow automation for firms.
08
Questions fractional CFOs ask us
Is this a software product or a platform?
Will you contact my clients directly?
Can you deliver under my brand?
Do you do bookkeeping or give financial advice?
Which systems can you work with?
How do you handle client data?
How is the work priced?
Bring us one client's monthly headache
Tell us about your practice and one recurring task that eats your month. We will come back with how we would custom-build it for that client and how the partnership would work.
A reply from a consultant, usually within one working day.
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Tell us where the week goes
Two weeks, fixed scope, a costed plan at the end. No obligation after it.
- We map your workflows and where the time actually goes
- You get the three that cost the most, with what automating them takes
- Delivered as a document, in 5 to 7 working days
Tell us where the week goes
A senior consultant will map where the time goes, name what is worth automating and what it takes. No obligation after it.