Fractional CFOs spend too much of every engagement building, updating, and rebuilding the same reports, models, and data pipelines client by client. The tooling was never designed for a practice running ten, twenty, or fifty clients at once.

In this session, David Rapoport (Head of CFO Partnerships at Aleph) runs the platform end to end, live: spinning up a client workspace, connecting source data, putting monthly reporting on autopilot, and walking through dashboards, AI variance analysis, and using your client data in the LLM of your choice. No slides-heavy pitch, just the platform working, with open Q&A throughout.

This session is designed for anyone serving clients in a Fractional Finance capacity. Whether CFOs, Senior Analysts, or everything in between, we will talk in detail about evaluating FP&A tooling in a multi-client environment

Join in on the discussion to learn:

• How to spin up a dedicated workspace for each client in minutes
• How to connect a client's ERP and source systems without code
• How to put monthly reporting on autopilot across your entire client base
• How to keep working in the spreadsheets you and your clients already use
• How AI variance analysis surfaces the why behind every number before the client asks
• How to build and share dashboards your clients actually check
• How to use your client data in the LLM of your choice, in context and under control

Plus, much more...