CFO Alliance Portal

CFO Portal with Data Visualization and Team Chat

CFO Alliance provides outsourced CFO and Accounting & Finance support for companies of all sizes. Our goal is to get business owners back into the driver’s seat by providing “news you can use” with real time data analytics, quality financials statements, and strategic insights. Our client portal is the hub of our customer experience and is wrapped around our real time reporting technology along with our top notch Client Delivery Teams who sit state-side and come with tremendous experience.

In this app our clients will:

- See their customized KPI dashboard pulling real time to provide timely, usable insights

- View, download, comment, search and collaborate on securely stored documents including their monthly financials statements and other supporting schedules

- Send and Receive messages

- Chat online with their Client Support Team

- View Project status updates and outstanding items

- Take the headache out of the Finance and Accounting workflow