Walk into every boardroom knowing more.
You bring the CFO knowhow. Beacon brings the data team, the intelligence and the AI you never had — for every client you serve. Automated reporting, full variance analysis, insight before every meeting: the advisor with Beacon is the one who's always prepared.
Intelligence just became part of the job.
Your clients are starting to expect AI-grade insight from everyone they pay — including their advisors. The firms that bring it will take the work from the firms that don't.
No data team? Now you have one.
Beacon connects each client's billing, CRM and accounting into one model of the business — one definition of every number, live. Nothing to build, nobody to hire.
One intelligence stack, every client
Unified data, modelled lifecycles, predictive paths and AI insight for every company you advise — the stack a funded data team would take a year to build, arriving configured.
Your knowhow, amplified
You already know what the numbers mean. Beacon makes sure you have them first — trusted, current, and ahead of the question.
The full finance engine, for every client on your roster.
The work that eats your month — reporting, forecasting, the monthly scramble before the board call — runs on rails. You review, add your judgment, press send.
Board, leadership & investor reporting — automated
Packs and updates assemble themselves on each client's cadence, from live figures that always agree. Never miss a beat, never paste a number again.
Full variance analysis
Plan against actual, done before you ask — what moved, where, and what's behind it. The analysis that used to take the afternoon is waiting when you open the client.
Strategic finance intelligence
Targets, scenarios and the path between them — the strategic finance capability of a much bigger team, for each client, at advisor speed.
Unified forecasting
One forecast per client that sales, finance and leadership all read — not three spreadsheets that disagree the week the board meets.
Cashflow forecasting
Runway, collections, the crunch two quarters out — seen early enough to steer, for every client, on live data.
Management reporting, done
Everything a leadership team should see, generated and current — you spend the hour on advice, not assembly.
AI won't sit in the boardroom. You will.
Someone still has to hold the room — read the numbers, take the hard question, make the call. Beacon makes that person very hard to replace: fully briefed, fully current, with every figure ready to defend.
Every client's live status, on one screen.
Nine clients used to mean nine logins and last month's exports. Now it's one roster: each client live, each in its own currency, and the week's priorities surfaced for you — which client just sealed a forecast, whose path needs attention, whose board pack landed.
You don't go looking for the fire. The roster hands it to you.
Access they control. Separation they can trust.
The grant is the client's
Each client grants your seat access from their own workspace, in plain words — and can see it or revoke it any time. That's why the yes comes easily.
Nothing leaks between clients
One client's data never appears in another's context — by construction, not by filter. Your clients can compete with each other and both trust the seat.
Everything on the record
Every grant and every access on a record that only grows — both sides can always show who could see what, and when.
Set up in a conversation, not a project.
The advisor console is set up personally — so it fits your practice from day one.
Book a call
A conversation about your practice — how many clients, what you run for them, what the roster should show you first.
We set up your console
Your advisor console arrives ready, with a demo company or two inside — so you can click through the roster, the reporting and the meeting prep before a single client is connected.
Bring your clients
Each client grants your seat from their own workspace — current clients first, every future client as they join. Setup for them is a conversation too.
Be the advisor with the intelligence behind you.
Your console is set up personally after the call, with demo companies to explore. The advisor seat ships in a later wave; this page describes the designed behaviour.