group Built for Fractional CFO Firms

Your AI Finance Teammate

Scale your practice without scaling your team. Lucy automates data processing so you can take on 3x more clients.

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Lucy Copilot - AI Finance Assistant in Google Sheets

You're Running a Finance Firm, Not a Data Cleaning Shop

Every month, the same story plays out across your client portfolio.

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5+ Hours Per Client

Downloading exports, reformatting dates, fixing currency formats, copying into models. The same transformations, over and over again.

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Margins Under Pressure

Your ability to take on new clients depends on your ability to process files. Data grunt work is eating into your margins.

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Strategic Work Suffers

You got into this business to be a strategic partner, not an Excel ninja. But data processing takes up 80% of your time.

The irony: You help clients make better financial decisions, but you don't have time to deliver the strategic insights that would make you indispensable.

Lucy Does the Grunt Work

Hand off the data processing. Keep the strategic thinking.

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1. Drop in Raw Data

Bank exports, ERP downloads, Shopify reports, any format. Lucy handles the mess your clients send you.

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2. Lucy Cleans & Categorizes

AI cleans data and categorizes using ML trained on each client's patterns - same transaction, different clients, different categories.

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3. You Focus on Strategy

Models update automatically with clean, categorized data. You skip straight to analysis and insights - the work clients actually value.

trending_up Lucy starts here and evolves with you. More capabilities coming soon.

Not Another Platform. Capable Hands That Get the Job Done.

No new software to learn. No data leaving your workflow. Lucy works inside the spreadsheets you already use and trust.

check_circle Google Sheets

check_circle Excel

check_circle Your Existing Models

hourglass_empty Direct integrations (ERPs, Shopify, banks) coming soon

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Flip the Ratio

Before

After

90% data crunching → 90% analysis

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Any Format, Any Client

Every client sends data differently. Lucy handles the chaos - CSVs, bank exports, ERP downloads, whatever format they throw at you.

Capable Hands, Not a Black Box

Lucy shows her work, flags questions, and lets you verify before anything touches your models.

visibility Full transparency

flag Anomaly flagging

Lucy's Review Notes

check 847 transactions cleaned

check Date formats standardized (MM/DD → YYYY-MM-DD)

warning 3 duplicate entries flagged for review

The Economics Have Changed

Before

Hiring junior analysts was cheaper than software. You either did the work yourself or paid someone to do it manually.

Now

AI can handle data processing at a fraction of the cost. Reliable cleaning, no training required, scales with your client base.

The fractional CFO market has more than doubled in the past year. Firms that automate their data processing will capture more of it.

Stop Being an Excel Ninja.
Start Being a Strategic Partner.

Lucy handles the data grunt work so you can focus on the insights your clients actually pay for.

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