FuseGrid
FuseGrid is an AI-powered platform that turns each client's QuickBooks or Xero books into CFO-grade deliverables—annotated closes, 13-week cash forecasts, A/R collections analysis, board packs, 24-month forecasts, and valuations—drafted by AI and reviewed by the firm's team. The platform connects read-only to client accounting software, white-labels every deliverable with the firm's branding, and includes a firm cockpit that ranks the entire client roster by operational urgency.
- Artificial Intelligence
- Data & Analytics
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Advisory services are the fastest-growing, highest-margin line for accounting firms, yet most firms struggle to staff the work. Clients want CFO-level answers, but firms lack the machinery to turn clean books into CFO-grade deliverables without investing CFO-level hours.
Solution
FuseGrid turns each client's QuickBooks or Xero books into a full suite of CFO deliverables—annotated close, 13-week cash forecast, A/R collections analysis, board pack, 24-month forecast, and valuation—drafted by AI and reviewed by the firm's team. The platform connects read-only to the client's accounting software, never altering the books, and every number retains source lineage with transaction-level drill-down. Deliverables are white-labeled with the firm's name and logo, enabling the firm to bill clients for services they previously delivered by hand or gave away. An AI copilot answers plain-English questions about client books, and a firm cockpit ranks the entire client roster by operational urgency.
Target Audience
Primary customers are accounting and advisory firms—from boutique practices to established CAS (Client Advisory Services) providers—that serve SMB clients and want to productize virtual-CFO offerings.
Features
- Annotated close with "what stood out" narrative, per-line flags for statistical outliers, sign flips, and suspicious round-number journal entries, plus a Books-Trust readiness score
- Timing-aware 13-week cash forecast that learns payroll rhythms, quarterly premiums, and actual customer payment patterns to flag tight weeks before they arrive
- A/R & collections risk analysis that names the three customers who slowed, ranked in who-to-call-first order with past-due patterns
- White-label board pack with AI-drafted narrative and no-login share links
- 24-month three-statement forecast with auditable Excel model and valuation using four blended methods with ranked value levers
- Firm cockpit ranking all clients by health score, cash risk, DSO trends, and sync freshness, with sortable and filterable views
- Read-only QuickBooks Online and Xero connections with full transaction-level drill-down, cross-checked monthly against provider reports
- QuickBooks Online and Xero both run the full CFO suite; Sage Accounting is live in early access; Sage Intacct and NetSuite are in development