Fractional CFOs and finance consultants
Consistent client financial packs across every account
For fractional CFOs and finance consultants delivering recurring Excel packs to multiple clients.
The fractional CFO pain point
Every client has a slightly different workbook, and rebuilding each monthly pack by hand does not scale across a portfolio.
How Ilka helps
Connect each client’s Xero, QuickBooks, or Stripe, lock the pack once, and deliver it under your name after the Source check ties out.
- One locked layout per client, duplicated across the portfolio
- White-label email and password-protected portal on Firm
- Source check sheet on every delivery