ORIN is the AI operations platform for fractional CFOs. Per-client financial memory, automated monthly reporting, board decks, cash-flow forecasts and a branded client portal — replacing the patchwork of tools your practice runs on today.
Works with QuickBooks · Xero · Google Workspace · Calendly
October board pack · assembled in 3m 12s
Net burn
$318K
−7% MoM
Runway
14.2 mo
to Dec 2027
ARR
$2.41M
+9% MoM
Cash balance forecast
12 months · base case
Illustrative forecast showing cash balance declining over twelve months.
10+ hrs
of manual close work returned each week
$800–1,500
of monthly tool spend consolidated
3 min
from actuals to a first-draft board pack
$149/mo
flat, per practitioner — every module
The problem
Fractional CFOs carry six to ten clients at once, each with a different ledger, board cadence and investor audience. The tooling market has software for accounting firms and software for single companies — and nothing built for the practitioner in between.
Forecast models cloned from an old engagement, drifting apart month after month.
The same board narrative retyped for every client, every single month.
Last quarter's board commitments and investor questions, recalled from memory.
$800–1,500 a month across tools that were never designed to talk to each other.
The platform
Six capabilities that replace the stack — sharing one client record, one memory and one place your clients look for answers.
Every engagement gets a persistent context layer — chart of accounts quirks, board commitments, prior commentary, investor questions. ORIN remembers what you said last month so you never re-explain a client to a blank page.
Close the books, and the reporting pack writes itself: variance commentary, KPI movements and a plain-English narrative drafted in each client's voice, ready for your review.
Turn actuals into a structured, investor-ready deck — metrics, runway, hiring plan and the story that connects them. Export to slides or PDF and keep your own template.
Driver-based forecasts with scenario toggles for hiring, pricing and fundraise timing. Runway updates the moment new actuals land, across every client at once.
Proposals, scoping, onboarding checklists, renewals and capacity — the business side of a fractional practice, tracked in the same place as the work itself.
A clean, always-current portal under your own brand: reports, forecasts, requests and status updates. Your clients stop asking where things stand, and you stop writing recap emails.
How it works
QuickBooks, Xero, Google Workspace and Calendly sync into a single per-client workspace. ORIN reads the ledger — it does not ask you to migrate off it.
As the books close, ORIN assembles the reporting pack, board deck, forecast refresh and investor update for each engagement, using that client's history and tone.
You stay the CFO. Edit the numbers and the narrative, then publish to the client portal in one click — and take on the next engagement with the time you got back.
Why ORIN
| Capability | ORIN | Practice management | Reporting builders | FP&A suites |
|---|---|---|---|---|
| Designed around a multi-client fractional practice | Included | Included | Not included | Not included |
| Persistent AI memory per client engagement | Included | Not included | Not included | Not included |
| Board deck written as a narrative, not just charts | Included | Not included | Not included | Not included |
| Investor updates drafted in the client's voice | Included | Not included | Not included | Not included |
| Pipeline, proposals and capacity in the same system | Included | Included | Not included | Not included |
| Branded, always-current client-facing portal | Included | Not included | Included | Not included |
| One flat practitioner price, all modules included | Included | Not included | Not included | Not included |
Category comparison — each alternative is grouped by what it was built to do (e.g. Financial Cents for accounting practice management, Reach Reporting for report building, Jirav for FP&A modelling).
Where this goes
Engagement management and the client portal are shared infrastructure. Finance ships first; role-specific modules for marketing, operations and technology follow on the same core.
Fractional CFO
Shipping firstClose, forecast, board pack, investor update
Fractional CMO
On the roadmapPipeline reporting, channel performance reviews
Fractional COO
On the roadmapOperating cadence, hiring plans, KPI reviews
Fractional CTO
On the roadmapRoadmap reporting, delivery and spend visibility
Illustrative — sample quotes
“Month-end used to eat the last week of every month. The first draft of every pack now lands before I sit down, and I spend my time on the judgement calls instead of the formatting.”
“The per-client memory is the part I didn't know I needed. It picks up the thread from last quarter's board discussion without me digging through my own notes.”
“I added two engagements without adding hours. That's the entire business case — one more client pays for the tool many times over.”
Pricing
Priced against the $800–1,500 a month of tooling and the 10+ hours a week of manual work it replaces. A single additional engagement typically covers it many times over.
Founding cohort keeps this price as the platform expands.
Practitioner
$149 /month
No card required while ORIN is in early access.
FAQ
Early access
Join the founding cohort of fractional CFOs shaping ORIN. We'll send a walkthrough and your access details before the next group opens.