For Fractional CFOs
Fractional CFO software that monitors every clientso you can do the judgment.
The retainer was premium because senior financial judgment was scarce. The monitoring that fills your month is not. Helcyon reads each client's books continuously and hands you the diagnosis. You walk in with the prescription.
Reads your clients' books, read-only
helcyon — portfolio
Live
Your book, this morning
Illustrative
Cas
Rev
Cus
Mar
Gro
Meridian Build Co.
Margin Temperature: builder-grade line at 8 cents
Northline Logistics
Cash Pulse: runway 34 days, was 41
Avery Dental Group
All five within baseline
Redcap Agency
Customer Heartbeat: one client at 31% of revenue
Skyline HVAC
Growth Oxygen: expenses rising faster than revenue
4 of 5 clients need a look · briefs sent 06:00
Open the brief →
The problem
The ceiling on a fractional CFO book
is the monthly review.
Five to fifteen engagements is where most fractional CFOs stop. Not because demand stops. Because reading each client's books every month is the work, and it does not scale with the retainer.
01
You see it late
Problems surface at month-end review, after the period the owner cares about has already moved. Early signs slip through monthly snapshots.
02
The basics are being commoditised
Software is closing the gap on the parts of the engagement that used to justify the retainer on their own. The retainer now has to buy something a tool cannot do alone.
03
The book is capped by your hours
Every new engagement adds another monthly review. Growth means more monitoring, not more advising.
The deliverable
What Helcyon sends you,
per client, every month.
Not a dashboard to interpret. A diagnosis to act on, with the evidence attached.
An Intelligence Brief
A written diagnosis of the client across the five Business Vital Signs (Cash Pulse, Revenue Blood Pressure, Customer Heartbeat, Margin Temperature, Growth Oxygen), findings ranked by dollar impact, each tied to the transactions behind it.
Critical alerts between briefs
When a reading moves outside the client's own calibrated baseline, you hear about it before the next brief.
Financial Immune System findings
Duplicate invoices, vendor creep, payroll irregularities, subscription waste. Raised as questions, not accusations.
An evidence grade on every finding
What the data cannot support is marked Not Yet Assessable rather than guessed, and no number renders unless it traces back to source transactions.
A portfolio view
Every client as a row, five readings each, so the morning starts with who needs attention first.
How it fits the week
Connect once per client.
Then read the brief.
Connect the client read-only
QuickBooks Online or Xero, in minutes per client. Helcyon cannot move money or change entries, and access can be revoked from the accounting software at any time.
Helcyon reads the transactions
Deterministic rules against the actual activity, judged against the client's own baseline. Every figure traces to a source record or it does not appear.
You receive the brief and the alerts
Delivered to you. The dashboard is there for evidence review and the portfolio view, but the answer does not wait for a login.
You prescribe
Walk into the client meeting with the diagnosis and the move. Co-branded reporting means the deliverable carries your name.
The economics
The Advisor Program.
Bring a client and Helcyon pays you 30% of their subscription every month for as long as they stay. Portfolio dashboard across all your clients, co-branded and white-label reporting, and founding-member pricing for the clients you refer.
30%
recurring revenue share on every client you bring
$199
per client per month, standard rate
$99
per month in year one for founding members
5
Vital Signs read on every client, every month
Boundaries
What Helcyon is not.
Clear edges make a tool easier to trust and easier to sell. These are ours.
Not a replacement for you
Helcyon monitors. The prescription, the conversation with the owner, and the decision are the CFO's.
Not a forecasting model
It reads what the transactions show and where that leaves the business today. It is not a projection.
Not a bookkeeping tool
It reads the books. It does not keep them, and it does not change them.
Not AI-generated numbers
Every figure is produced by deterministic rules against the actual transactions and traces back to the source record.
Questions
What fractional CFOs ask
before they bring a client.
Is fractional CFO software a real category?
Usually the phrase means the tools a fractional CFO runs a practice on: accounting access, dashboards, forecasting models, client portals. Helcyon is a different layer. It is the continuous monitoring and diagnosis that sits underneath the CFO's judgment and sends a finding per client each month, with alerts in between.
How much does a fractional CFO cost?
Rates vary widely by market, scope, and engagement size, and Helcyon does not set them. What Helcyon costs is fixed: $199 per month per client, or $99 per month in year one for founding members. The Advisor Program pays 30% of that back, every month, to the CFO who brought the client.
Does Helcyon replace a fractional CFO?
No. It replaces the monitoring hours. The diagnosis arrives on its own. The prescription, the conversation with the owner, and the decision still need a CFO. The point is to make the retainer more defensible, not to compete with it.
What does the client see?
A co-branded Intelligence Brief that carries your name, with critical alerts between briefs. White-label reporting is available for firms. The dashboard is optional; the answer arrives whether anyone logs in or not.
Which accounting systems does it read?
QuickBooks Online and Xero, by read-only connection. Helcyon reads the transactions. It cannot move money, change entries, or reach bank credentials, and access can be revoked from the accounting software at any time.
How is this different from a dashboard or an FP&A tool?
Dashboards display the data and leave the reading to you. Forecasting tools project forward. Helcyon diagnoses: it reads the transactions, judges each Vital Sign against the client's own baseline, grades the evidence, and writes the finding in plain English.
How long does setup take per client?
Minutes. Connect the client's accounting file read-only and Helcyon begins reading. No migration, no new system for the client to learn.
Put the monitoring underneath your judgment.
Start with one client. The first brief tells you whether this belongs in your practice.