- Built for fractional CFOs
Run & Scale Your Fractional CFO Practice From One Place
Manage every client, add your team, and ship recurring deliverables , without juggling logins or rebuilding the same reports each month. Grow your book without growing your hours.
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Built by a fractional CFO
QuickBooks · Xero · NetSuite · Stripe
Add team members & assign to clients
30-day free trial · No long-term contract
The capacity ceiling
CFO Practice Management Starts With Naming the Real Problem: The Capacity Ceiling
Every fractional CFO practice hits the same wall , and it’s almost never a demand problem.
More clients shouldn't mean more late nights
Each new engagement is good revenue and bad math: another login, another chart of accounts to decode, another month-end close stacked on the pile. The tenth client doesn't take a tenth of your attention , it takes the same manual hours as the first, because nothing about the work compounds.
Why fractional practices stall at capacity, not demand
Ask a practitioner at eight clients why they're not at twelve and the answer is never "no pipeline." It's hours. When every client's data lives in a different system and every deliverable is rebuilt by hand, your billable capacity is a hard ceiling , and the only lever most CFOs have is turning work away.
The hidden tax: re-onboarding and rebuilding every month
The cruelest part is that the tax repeats. You don't set a client up once , you re-export, re-map, and re-assemble their numbers every close. Hiring doesn't fix it; a new analyst just inherits the same broken workflow. It's a systems problem.
One platform
Manage Every Client From One Place
Alpyne is practice management built for fractional CFOs specifically , the client roster, the data behind it, and the work you owe each engagement, all in one platform.
One dashboard for your whole client roster
See every client's position side by side: cash, runway, close status, open deliverables. One screen answers the question that used to take twelve logins , where does each client stand right now?
Every client's data, conformed and current
Alpyne connects each client's stack, QuickBooks, Xero, NetSuite, Stripe, through one-click client integrations and conforms mismatched charts of accounts into one standardized structure. A single source of truth per client, comparable across the whole roster.
No more juggling a dozen logins
Client systems stay where they are; you and your team work in Alpyne. If you've been managing multiple clients through a browser full of tabs and a password spreadsheet, this is the part of the job that simply disappears.
Delegate with oversight
Add Your Team & Assign Them to Clients
The moment you bring on staff, practice management becomes a delegation problem. Alpyne is built for the multi-user reality of a growing practice.
Bring on staff or contractors and assign them to clients
Add an analyst, a controller, or a contract bookkeeper and assign them to exactly the engagements they serve. Everyone knows their book; you keep the full-roster view.
Collaborate without sharing client credentials
No more emailing QuickBooks logins or hoping a departed contractor didn't keep a password. Your team gets access through Alpyne , the client's actual credentials never leave your control.
Role-based access keeps you in control
Set who sees which client and what they can do there. Delegation with oversight, not delegation with fingers crossed. Exact role and permission capabilities are awaiting confirmation before publishing.
Repeatable delivery
Standardize & Ship Deliverables
Repeatability is the difference between a practice and a pile of jobs. This is where fractional CFO workflow automation pays for itself.
Build a deliverable once, reuse it across clients
Design your monthly reporting package, KPI review, or board report one time , then run it as a recurring deliverable for every engagement. Because every client's data is conformed to the same structure, the package that works for client three works for client eleven.
Consistent reporting packages every close
Every client gets the same professional standard, every month, regardless of who on your team ships it. Consistency is what lets a practice carry your name instead of your fingerprints.
Sync to the spreadsheets your clients already use
Alpyne doesn't replace Excel or Google Sheets , it feeds them. Push conformed, current data to any workbook on a schedule, so your forecasts & reporting for every client run on numbers you trust instead of numbers you retyped.
Say yes faster
Onboard New Clients Fast
Growth only works if saying yes to a new client doesn’t blow up your week.
Connect a new client's systems in one click
New engagement signed? Connect their QuickBooks or Xero, and Alpyne pulls and conforms their books , no export project, no waiting on their bookkeeper's schedule.
From signed engagement to first dashboard
Time-to-value is the whole point of systematized onboarding.
Reuse your model and templates on day one
Your reporting package, your forecast model, your close checklist , already built. A new client onboards onto your playbook, not onto a blank spreadsheet. That's the repeatable machine competitors talk about; Alpyne is where it actually lives.
The payoff
Scale Without Hiring
This is the payoff every Practice Scaler is actually searching for: scaling a fractional CFO practice without the hours scaling with it.
Take on more clients with the same team
When data conforming, reporting, and delivery run on the system, each additional client costs a fraction of what it used to. The capacity ceiling moves , and the revenue you've been turning away stops walking past.
Put the work on the system, not on people
Workflow automation isn't about replacing judgment; it's about reserving judgment for where it's paid. The exports, the re-mapping, the rebuild-every-month grind , that's the system's job now.
Spend reclaimed hours on advisory, not admin
The hours you get back are the highest-value hours in your practice: the forecasting conversations, the board prep, the hard strategic calls. That's the work clients renew for , and the work that grows a practice's reputation, not just its client count.
Proven in practice
Built for Practitioners. Proven by Practice Owners.
Real results from real practices
Approved, genuine testimonials from practice owners who scaled will appear here once confirmed with marketing. No invented figures or borrowed claims.
Running a multi-CFO firm?
If you're operating a firm with multiple CFOs and shared staff, the same system scales up. See how running a multi-CFO firm works in Alpyne , shared clients, firm-wide standards, and partner-level visibility.
Built by a fractional CFO
Alpyne itself was built by a fractional CFO who lived this exact capacity problem before writing a line of the platform. This page isn't a use case someone imagined; it's the workflow he needed.
Run Your Practice From One Place
Connect a client or two, ship a real month-end close through Alpyne, and judge it against your own hours.
- 30-day free trial
- No long-term contract
- Built by a fractional CFO
Frequently Asked Questions
What is practice management software for fractional CFOs?
It’s software that runs the operational side of a multi-client CFO practice: every client’s data in one place, team members assigned to engagements, and deliverables standardized and shipped on schedule. Alpyne combines all three with the data layer , one-click integrations and conformed books , that generic workflow tools don’t have.
How many clients can I manage in Alpyne?
Client limits are awaiting confirmation with product before publishing. The honest answer , whether there’s no platform limit, a tier-based number, or per-plan limits , will be stated here once verified.
Can I add team members and assign them to specific clients?
Yes. Add staff or contractors and assign them to exactly the clients they serve, with access controlled per engagement , no shared client logins required. Exact role and permission details are awaiting confirmation.
How do I standardize deliverables across clients?
Build a reporting package or recurring deliverable once in Alpyne, and reuse it across every client. Because Alpyne conforms each client’s data to a standard structure, the same package runs everywhere without per-client rebuilds.
How fast can I onboard a new client?
Connect their accounting and revenue systems in one click and Alpyne conforms their data automatically. Verified time-to-first-dashboard is awaiting confirmation with product.
Is there a free trial?
Yes , every plan starts with a free 30-day trial, no long-term contract. Start your free trial and run your next close through Alpyne.