Run your fractional CFO practice with tools built around each client engagement
Turn advisory workflows into simple apps. Build a client onboarding and document request portal, 13‑week cash flow and KPI dashboards, proposal and engagement trackers, board reporting workspaces, and a lightweight retainer and time tracker — by describing what you need.
Start with the basics
Build the tools your CFO practice actually needs
Fractional CFOs juggle multiple clients with different calendars, data sources and expectations. Month-end closes, weekly cash updates, board packs and ad‑hoc analysis often live across spreadsheets, email threads and shared drives — making status hard to see and handoffs easy to miss.
Use YeshBe to build custom apps around your process. Create client portals to collect documents and track requests with due dates, standardize 13‑week cash models and KPI dashboards using your categories, set up engagement checklists and renewals, and keep notes, assumptions and deliverables in one place for each client.
As you scale or collaborate with analysts, build internal dashboards to monitor deadlines across clients, manage task ownership and surface risks before they become urgent — without adapting to generic software that doesn’t match how you advise.
- Client engagement hubCreate a portal for each client with requests, due dates, file uploads, comments and deliverables in one place.
- Cash flow and KPI dashboardsBuild 13‑week cash views, runway tracking and KPI dashboards tailored to each client’s model.
- Board and investor reportingTurn your reporting pack into repeatable workflows with checklists, notes and shareable views.
- Pipeline, proposals and retainersTrack leads, proposals, SOWs, fee models and renewals, and trigger onboarding checklists when deals close.
Build it yourself
What fractional CFOs and finance consultants build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client portal for monthly close & reporting
Give each client a secure workspace for requests, uploads, due dates and final deliverables, plus a CFO view across all accounts.
PromptBuild a client portal for my fractional CFO practice. Include: 1) a Clients list with status, next deadline and notes; 2) a Client workspace with a monthly close checklist, document request list (item, owner, due date, status), file uploads, comments, and a Deliverables section for reports; 3) a CFO dashboard to see overdue items across all clients and add notes; 4) reminder notifications for upcoming and overdue tasks.
13‑week cash flow dashboard
Standardize weekly cash forecasting with categories, scenarios and runway visibility for each client.
PromptBuild a 13‑week cash flow app. Admin: define inflow and outflow categories and default assumptions per client. Client workspace: a weekly grid to enter or import cash receipts and disbursements (CSV upload), auto-calc net change and ending cash, show charts, runway and low-cash alerts. Add scenario toggles (base, downside, upside) and a printable summary view.
Proposal and engagement tracker
Track prospects, proposals, SOWs, fees and renewals, and auto-create onboarding checklists when a deal closes.
PromptBuild a proposal and engagement tracker for my CFO practice. Include: pipeline stages, prospect details, proposed scope items, fee type (retainer, hourly, project), target start date, probability and next step. On status = Won, create a client record and pre-populate an onboarding checklist. Show a renewals calendar and simple performance metrics (win rate, ACV, time to close).
Budget vs actuals and variance analysis
Upload actuals, compare to budget, capture commentary and share a clear dashboard by client or department.
PromptBuild a budget vs actuals app for finance clients. Features: upload monthly actuals via CSV (exported from accounting), define budget versions, map GL accounts to reporting categories, calculate variance $ and %, add variance commentary, and produce a client-facing dashboard with filters for period, department or product line. Include a shareable read-only view for stakeholders.
Questions and answers
Common questions about Fractional CFOs
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language and refine it step by step. The platform helps turn your workflow into working apps.
Can I create a client portal to collect documents and share reports?
Yes. You can build a portal with requests, due dates, file uploads, comments and a section for finalized deliverables.
How do I bring in data from accounting systems?
You can upload CSVs, paste from spreadsheets or build data entry forms. Define your own categories and mappings to standardize reporting.
Will this work for different clients and fee models?
Yes. Build templates for retainers or projects, customize KPIs per client and track renewals, tasks and assumptions across engagements.
Build the app your fractional CFOs and finance consultants business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free