The advisory capacity
you've been missing.
The Virtual CFO Platform is the only AI-powered advisory engine built for firms tested and piloted by CPAs — turning raw client data into CFO-grade portfolio analysis.
See the platform in action
Do you know the revenuehiding in your client portfolio?
Most firms don't. This is the fastest way to find out exactly which clients need help and what it's worth — running and secured in your own environment.
Show Me HowSee every client in one place
Not just one client's financials, every client's, in one dashboard.
Know the dollar opportunity
Get a real advisory revenue estimate per client, not a vague "they could use help."
Run it monthly, automatically
Track financial health the moment your books close.
Keep it secure in your Microsoft environment
Client data stays secure in your Azure tenant, not with another SaaS startup.
The AI engine behind your advisory practice.
Most "AI for accounting" tools do one thing — Netsurit and Southwestern Talent built one that doesn't.
The Virtual CFO Platform, engineered by AI experts and tested by CPAs, powering your entire advisory workflow from raw data to cash flow optimization.
Financial Portfolio Analyzer
One client's raw data, scored across six dimensions of financial health.
Explore moduleFinancial Portfolio Dashboard
Every client rolled into one view, with the dollar opportunity attached.
Explore moduleCash Flow Optimization
Thousands of simulations to recommend when to pay and collect.
Explore moduleTurn a client's raw financials into
a CFO-grade health check.
Load as much history as exists.
Connect & Coverage
Bring your books. We'll map the rest.
Connect directly to your accounting systems, secured in your own environment. The platform checks coverage across every statement type before analysis starts, so you know exactly what's solid and what's missing.
- Pulls history automatically, no manual exports
- Maps coverage across P&L, balance sheet, GL, AR/AP
- Flags what's partial or optional
Data readiness check
Clean data in. Trusted analysis out.
Once your history is loaded, it checks readiness before any analysis runs — cross-footing the books, tying bank activity to the GL, and surfacing what needs attention so you know exactly what to send back to the bookkeeper.
- Confirms the books foot and reconcile before scoring begins
- Surfaces uncategorized transactions or unclosed quarters
- Weighs the baseline lower for incomplete data
Reliable enough for a full-confidence baseline.
Every client in one dashboard.The numbers that tell you where to focus.
Portfolio · June 2026 review
Every client scored against a trailing baseline, so what you see isn't a snapshot, it's a trajectory. Open a client to run modules, review findings, and generate the deliverables.
Clients
12
on the platform · 1 onboarding
Needs attention
3
this week's call list
Watch
4
trending the wrong way
Healthy
4
proactive opportunities
Advisory pipeline
$733k
recommended engagements
Revenue at risk
$9.10M
client revenue in red status
Meridian Outdoor breached its loan covenant
DSCR 0.98× vs 1.25× required. Lender conversation shouldn't wait.
Bluewave slipped from Healthy to Watch
Score 66 → 58 over six months as collections stretched to 58 days.
Proseware: $75k R&D credit opportunity
Healthy client, proactive tax play. An easy advisory win.
Portfolio status
Where your clients need you next.
Every client scored and rolled into a single dashboard — who needs attention, who to watch, and who's healthy. Sort by status, industry, or size to focus your week.
- Scores every client automatically when the books close
- Surfaces the clients that need a call this week
- Tracks trends quarter over quarter, not just a snapshot
| Client | Liquid | Solven | Profit | Effici | Growth | Risk |
|---|---|---|---|---|---|---|
| Meridian Outdoor Co | 24 | 31 | 29 | 52 | 17 | 26 |
| Northwind Traders | 22 | 38 | 30 | 45 | 28 | 30 |
| Hammerfall Industries | 24 | 88 | 52 | 71 | 54 | 31 |
| Bluewave Mechanical | 61 | 72 | 48 | 44 | 60 | 52 |
| Fourth Coffee Roasters | 58 | 72 | 66 | 57 | 76 | 60 |
Meridian Outdoor Co
Consumer Products · Auburn, AL · $2.90M annual revenue · Monthly cadence · Last analysis Jun 30, 2026
Revenue is up a third, but the business is now posting monthly operating losses and cash has fallen from $240k to $86k. Stabilise before scaling further.
F
Needs attention
34/100
Six dimensions of financial health
vs. industry peers
score /100 · monthly analyses since Dec 2025
Liquidity
24
weak
Solvency
31
weak
Profit
29
weak
Efficiency
52
watch
Growth
78
strong
Risk
26
weak
Client drill-down
See exactly where each client stands.
Open any client to see what's driving their score — dimension by dimension, with the narrative and findings already written.
- Scored dimensions: liquidity, solvency, profitability, efficiency, growth, risk
- AI-written narrative summarizing what changed and why
- Ready to present or send to the client in one click
Cash flow modeling no accounting firm can do by hand.
CASH FLOW ANALYSIS
Cash flow optimization for every client.
The engine runs thousands of Monte Carlo simulations on a client's receivables and payables to recommend the optimal payment and collection sequence. It's modeling no manual process can replicate.
- Models receivables and payables timing scenarios
- Recommends optimal pay/collect sequencing
- Thousands of simulations run per client, per analysis
RISK REGISTER
See the risk before it becomes a crisis.
Instead of a generic health score, every analysis surfaces the exact issues that matter, ranked by severity with a clear next step for each.
- Flags covenant breaches, concentration risk, and cash runway
- Ranks every issue critical, high, or medium
- Pairs each risk with a specific mitigation
We're not another SaaS provider —
but a partner in building your CAS practice.
Most AI tools in accounting are general-purpose platforms adapted after the fact. Every module here was designed alongside expert CPAs and managing partners looking to grow their advisory practice.
- Built by a dedicated AI engineering team
- Validated by practicing CPAs before every release
- Built on accounting standards from day one
Ready to grow your CAS practice?
The Virtual CFO Platform replaces a stack of siloed tools with one engine that brings human and AI expertise together to drive your CAS practice forward.
Platform Only
All three modules in foundation — Analyzer, Dashboard, and Cash Flow Optimization — with onboarding support. Your team reviews the outputs.
Platform + Human Review
Everything in Platform Only, plus every output reviewed by a trained CPA analyst through Southwestern Talent before it reaches your client.