CFO Services

You know the drill. A client texts late Thursday: “What happens if we hire those two sales reps next month?” You’ve got Stripe screenshots, a QuickBooks login with half-filled categories, and a Google Sheet with formulas that only make sense if you’re the one who wrote them.

You fire up a tab for each client, sift through inconsistencies, and start building. Again. You’re not just a CFO anymore. You’re a data janitor, a spreadsheet engineer, a therapist for broken CSVs. And by the time you answer that what-if, the client’s already made a decision.

This is where it the process breaks. Because you didn’t go fractional to spend your mornings chasing receipts or massaging exports into something that works.

HeronAI steps in where your spreadsheets give up, automating cash flow forecasting for fractional CFOs.

You connect each client’s system, QuickBooks, Stripe, even file uploads, and the platform creates a unified, live dashboard for each. But more than that: it gives you all of your analytics.

One of the coolest parts is that you don’t need each client to be standardized. One gives you a CSV? Fine. Another uses Quickbooks? No problem. Heron can ingest all of it in real time.

Firms using Heron save 15+ hours a week across clients, and turn that time into more valuable, strategic work. One CFO managing six clients cut manual reporting time by 40%.

No more PDF decks that go unread. No more tabs you forget to close.

Heron is built for the way you actually work. Fast-moving. Multi-client. Short on time, long on questions.

It gives you back the one thing no spreadsheet can: perspective.

You can’t predict everything. But now, you don’t have to do it all alone.