Is my data and my clients’ data secure?

Alpyne uses modern encryption and transport layer security to keep everything secure.

I don’t want to spend time building dashboards, do you have some templates to get me started?

Absolutely, we have sector-specific and industry-strandard templates for dashboards and other reporting. Whether it’s LTV/CAC or ROAS we’ve got you covered out of the box.

How do I do modeling or forecasting with Alpyne?

You can keep doing your modeling in spreadsheets if you prefer. Nothing beats the flexibility of building bottoms-up revenue forecast that way. Alpyne makes it easier to synchronize actuals, bring in data from other types of systems and read the dynamic output of the model.

How can I share information with my clients? Do they need a login?

You have complete control over what your clients’ see and how they see it. If you want to give them a login, they can access all the features but will be restricted to their own data. If you want to share things more passively, you can give them a secure link to just see the output.

Can I use my own branding?

Yes! You can upload your logo and all apply to all dashboards and reporting.

How much does this cost?

We have built Alpyne to be accessible to independent fractional CFOs. We know that a $20,000 piece of enterprise software is not in your budget.

How easy is it to get started?

It is literally a couple clicks to add clients and connect to their data sources. Once you do that, you will immediately have out of the box reporting.

Can you do consolidations?

Definitely, you can even produce consolidated statements between different types of accounting systems, And with Alpyne’s GL mapping tool, you can completely customize the layout of your consolidate reports.

Why do I care about data from CRMs and other systems?

As CFOs we are most interested in the accounting system. But as strategic partners, we need to know what’s going on across the business. Whether that’s conversion rates in Shopify, or attribution in Hubspot, it’s important for you to link this information to your reporting and financial modeling.

I have a model or reporting template I really like, do I have to get rid of it?

No, keep doing your thing. We know you’ve baked some special sauce into how you deliver value to your clients, We’ll just make it easier for you to automate those tools.

Can you integrate with XYZ system…?

We’ve gotten pretty good at building integrations. If there a system you’ve come across, let us know and we’ll see if we can get it working for you.

Alpyne

Team

Dashboards

Manage your client data source connections

Reporting

Create custom reports and dashboards with real-time data from all your connected systems.

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Forecasting

Sync your financial data directly with Google Sheets for live forecasting and modeling.

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Spreadsheets

Sync your financial data directly with Google Sheets for live forecasting and modeling.

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Client Settings

Configure client-specific settings, permissions, and integrations.

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Firm Settings

Manage your firm’s global settings, team members, and billing.

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User Profile

Manage your personal settings, notifications, and preferences.

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Growth Retention Econ + Efficiency Income Statement 2025 Budget Forecast Balance Sheet

Date Filter

January 1, 2024 - October 31, 2024

CAC

110.5k

LTV

550.0k

LTV/CAC

4.27

CAC Payback (mos)

13.1

Gross Margin by Month

EBITDA by Month

would like to connect

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Access your account information
Read financial data and transactions
Sync data automatically

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Connect

As a Fractional CFO, the mental load of your work starts before you even open your laptop.

Scattered Data

Each client uses different tools--accounting, CRM, billing--none of which connect seamlessly. You waste hours logging in, exporting reports, and chasing missing data.

Non-standardized Data

Nothing matches. Different formats and structures force you to manually clean, reconcile and reformat before anything is usable.

Immediately Outdated Reports

By time reports are done, they’re already stale. Any updates force you to restart from scratch.

Frustrating Collaboration

Sharing insights means emailing spreadsheets & scheduling calls. Clients want real-time access to their financials.

Inefficient Scaling

Adding more clients only makes things harder. This manual process doesn’t scale and eats into your time and profitability.

Stuck in Busywork

Instead of advising clients, you’re buried in data entry, reconciliations, and report formatting.

Get started in minutes

Add Your Clients

Manage multiple clients with ease by adding them to Alpyne.

Connect Their Systems

Integrate QuickBooks, Stripe, Salesforce, and more with just a few clicks.

Automate Data Standardization

Alpyne organizes and formats your clients’ data instantly.

Build Reports & Dashboards

Create and share real-time financial insights tailored to each client.

Collaborate Seamlessly

Work with your team and clients in one central, live workspace.

Stop wrangling client data. Automate it.

Team

Dashboards

would like to connect

As a Fractional CFO, the mental load of your work starts before you even open your laptop.

Scattered Data

Non-standardized Data

Immediately Outdated Reports

Frustrating Collaboration

Inefficient Scaling

Stuck in Busywork

Save time every month

Close clients faster

Keep clients longer

These problems don’t have to define your day.

Get started in minutes

Add Your Clients

Connect Their Systems

Automate Data Standardization

Build Reports & Dashboards

Collaborate Seamlessly

Centralized Client Hub

Instant Data Standardization

Financial Power-House

Dashboards & Reporting

Google Sheets Integration

Share Real-Time Insights

Frequently Asked Questions