Lucy by Atina
Lucy by Atina
AI Agents for Fractional CFOs
Lucy connects to your clients' data, keeps every model and report up to date, and sends proactive alerts — so you spend your time on strategy, not spreadsheets.
No migration required. Works in the tools you already use.
Lucy
● Online
⚠ Lucy Alert — Pacific Seafood Co.
Cash runway dropped from 9 to 6 months this week. Driver: $47K in supplier payments processed ahead of schedule.
Lucy Weekly Summary
Draft client summary ready. Want me to adjust the tone?
Per month
100+h
saved on ops work
This month
12
clients updated automatically
The problem
You got into this to do strategy. Fundraising, cash planning, advising on what matters. Instead, most of your day is data wrangling, model updates, and reports nobody asked you to think about.
Pulling bank exports, reconciling QuickBooks, chasing clients for spreadsheets. Every month. For every client. This is not what you're paid for.
Cash flow reports, variance analysis, KPI dashboards — built by hand, every month, for every client. Spreadsheets are great. They just don't update themselves.
Every tool assumes how you work. None of them adapt to your models, your clients, or the way your firm actually runs.
Lucy was built to take all of it off your plate.
How it works
Lucy connects to your clients' systems, handles the operational work, and delivers the insights — so you show up as the trusted strategic partner they hired you to be.
Lucy integrates with every tool your clients already use — banks, accounting software, ERPs, CRMs. One connection, all their data.
She checks data integrity, syncs actuals, updates financial models, and refreshes dashboards in real time.
Lucy drafts reports, flags anomalies, updates projections, and sends client summaries — through the channels your team already uses.
Same trust. Same judgment. Same human relationship. But no longer constrained by how many hours are in a day.
No migration. No new tool to learn. Lucy lives inside the models you've already built and adapts to every client's unique setup.
Today 80% of your time is ops. Lucy flips that.
Today
80% ops
With Lucy
80% strategy
Serve 3× more clients. Same team.
Lucy maintains a dedicated context per client — she learns their financials, their quirks, their history. No data ever crosses over. And your data is never used to train AI models.
You're not a software shop. We handle implementation, integrations, and updates — so you can focus on your clients.
Early access
We're onboarding a small group of fractional CFO firms to work alongside us as partners shaping what Lucy becomes.
Shape the product
Direct input on what Lucy can do. You help build this, not just use it.
White glove implementation
Our founding team sets everything up and stays hands-on.
Preferred pricing
Early partners lock in founder rates.
We're onboarding a small group of early partners now.
Book a discovery call arrow_forwardLet Lucy handle the operations. You focus on the strategy your clients actually pay for.
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