Financial Reporting For Business Leaders. From a New Perspective

Entrepreneurs, executives, finance managers and owners: Go beyond the numbers and drive smarter decisions. ProCFO Reports is the powerful reporting tool built for people who hate spreadsheets (and for numbers nerds like us). Follow the story from inside the stats and turn insights into strategy.

Imagine financial reports that don’t just tell you where your cash is going – they show you why it’s happening and how to make it better.

From scenario analysis to forecasting and beyond, ProCFO Reports turns numbers into knowledge to give you the clarity, context, and confidence to understand what’s now and grow what’s next.

See Everything Clearly

Stuck in a cell

Spreadsheets weren’t built for speed – or sanity.

Unless you’re some kind of spreadsheet sorcerer, figuring out formulas, filters, and formatting fails feels like a full-time job. Adjust one cell, and your entire report implodes. Hours disappear into cross-referencing tabs, second-guessing sums, and hoping Gary in accounting didn’t overwrite the latest version. Again.

And after all that – the data’s already outdated. Typical reports tell you what happened. ProCFO Reports shows you what’s next. Business moves fast. Understanding your financial picture shouldn’t slow you down.

Show, Don’t Tell

Finance Without the Fog

ProCFO Reports is built for decision-makers, not number crunchers. Reports are beautifully designed for instant understanding. Key takeaways pop, patterns emerge, and financials finally make sense. Instead of staring down rows of cells in some kind of P&L prison, you get a clear, compelling view of your business. Comprehension without complexity.

Big-picture visibility is one thing – knowing what’s next is another. Are liabilities quietly stacking up? Are assets under-leveraged? Are margins tightening before they slip? ProCFO Reports sharpens strategic focus, showing you the numbers now and what they mean next.

ProCFO Reports Turns Statements Into Strategies

Turn Statements Into Strategies

Business Leader



Finance Manager

Smarter decisions. Faster.

Leaders like you spend as much as 7 hours each month on reports. ProCFO Reports gives that time back to you.

With the numbers you need at your fingertips, you’re ready to seize opportunities and minimize distractions. Meet the system for financial focus that turns metrics into momentum.

L

Clear Cash Flow

Know So You Can Grow

Gut checks and best guesses aren’t cash strategies. ProCFO Reports shows you how your cash is moving, what’s directing it, where it’s going, and why.

L

Scenario Forecasting

Make your move. Or not.

Turn today’s decisions into tomorrow’s success. With built-in scenario analysis, you can see how different choices shape your financial path, helping you choose your next steps with confidence.

L

Reality in Real Time

Know now. No, now.

Your financial health at a glance. See how every metric fuels your growth strategy. ProCFO Reports tells the story behind the statements so you can make smarter, faster decisions.

L

Automated Reports

More focus. Less fatigue.

When reports run themselves, you can run your business. Get automated, custom financial reports delivered on time, every time. ProCFO Reports handles the details so you can define the direction.

L

What's Your Story

Next Level Leverage

With every report, you get tailored ideas that turn numbers into narratives. Every benchmark has a backstory. Is cash flowing or fading? Are resources running out or right on track? ProCFO Reports helps you read between the line items.

L

Seamless Integration

Works with what you use

ProCFO Reports works with the tools you already use, saving you from steep learning curves and high hassle. Less labor, more leadership.

Precision is pivotal.

What you’re doing now might tell you what your numbers are. But do you know what they should be?

Built by financial experts, designed for strategic growth. ProCFO Reports gives you the control, customization, and confidence to drive strategy without the usual inefficiencies that slow you down.

L

Multi-Entity Consolidation

All entities, one report

ProCFO Reports streamlines financials across multiple entities, locations, or divisions, giving CFOs a single source of truth without chasing down spreadsheets or reconciling scattered data.

L

Customizable Statements

Tailored to your strategy

If standard reports were enough, we wouldn’t be here. You need financials built around your key drivers. ProCFO Reports delivers flexible, professional-grade statements without hours of formatting.

L

Driver-Based Forecasting

Ready, not reactive.

Easily adjust assumptions, model different scenarios, and refine forecasts with real business drivers - not just static formulas. Your financial strategy stays dynamic, not just data-driven.

L

Presentation-Ready Accuracy

Compliance without complexity

Automated calculations and structured data tracking mean CFOs are saved from last minute scrambling, with reports that are ready for investors and stakeholders.

L

KPI & Variance Analysis

Spot trends. Stay ahead.

Real-time variance tracking and custom KPIs show you what’s changing, why, and what it means for the bottom line.

L

Role-Based Access Control

The right data for the right people

Finance leaders control who sees what. Stakeholders get the numbers they need without exposing sensitive financials.

Made for you. And you.

Tap each role and explore how ProCFO Reports is a perfect fit.

Business Leader

Smarter decisions. Faster.

With the numbers you need at your fingertips, you’re ready to seize opportunities and minimize distractions. Meet the system for financial focus that turns metrics into momentum.

Clear Cash Flow: Gut checks and best guesses aren’t cash strategies. ProCFO Reports shows you how your cash is moving, what’s directing it, where it’s going, and why.

Scenario Forecasting: Turn today’s decisions into tomorrow’s success. With built-in scenario analysis, you can see how different choices shape your financial path, helping you choose your next steps with confidence.

Reality in Real Time: Your financial health at a glance. See how every metric fuels your growth strategy. ProCFO Reports tells the story behind the statements so you can make smarter, faster decisions.

Automated Reports: When reports run themselves, you can run your business. Get automated, custom financial reports delivered on time, every time. ProCFO Reports handles the details so you can define the direction.

What’s Your Story: With every report, you get tailored ideas that turn numbers into narratives. Every benchmark has a backstory. Is cash flowing or fading? Are resources running out or right on track? ProCFO Reports helps you read between the line items.

Seamless Integration: ProCFO Reports works with the tools you already use, saving you from steep learning curves and high hassle. Less labor, more leadership.

Finance Manager

Precision is pivotal.

Built by financial experts, designed for strategic growth. ProCFO Reports gives you the control, customization, and confidence to drive strategy without the usual inefficiencies that slow you down.

Multi-Entity Consolidation: ProCFO Reports streamlines financials across multiple entities, locations, or divisions, giving CFOs a single source of truth without chasing down spreadsheets or reconciling scattered data.

Customizable Statements: If standard reports were enough, we wouldn’t be here. You need financials built around your key drivers. ProCFO Reports delivers flexible, professional-grade statements without hours of formatting.

Driver-Based Forecasting: Easily adjust assumptions, model different scenarios, and refine forecasts with real business drivers – not just static formulas. Your financial strategy stays dynamic, not just data-driven.

Presentation-Ready Accuracy: Automated calculations and structured data tracking mean CFOs are saved from last minute scrambling, with reports that are ready for investors and stakeholders.

KPI & Variance Analysis: Real-time variance tracking and custom KPIs show you what’s changing, why, and what it means for the bottom line.

Role-Based Access Control: Finance leaders control who sees what. Stakeholders get the numbers they need without exposing sensitive financials.

try it for free

Hello, CFO

Even better than data is direction. Unlike other reporting tools, this one comes with something no software alone can provide: the expertise of a real-live CFO from ProCFO Partners. We believe every business leader deserves CFO-level expertise. With ProCFO Reports, you’re not just getting reports – you’re getting a relationship.

ProCFO Reports makes your financials frictionless. Faster. Even a little fun. ProCFO Partners makes them focused and fulfilling.

AI Powered Financial Intelligence

AI thinks fast so you can think ahead.

ProCFO Reports uses AI to handle the heavy lifting in financial analysis so you can focus on strategy, not spreadsheets. AI analyzes datasets, identifies patterns, detects anomalies, and sharpens forecasts for smarter insights, faster.

Pattern Recognition: Detect trends and trajectories hidden in your financial data.
Anomaly Detection: Spot problems before they become problems.
Automated Forecasting: Generate smarter projections with AI-driven analysis.
Error Reduction: Minimize manual mistakes in data entry and reconciliation.
Time Savings: Free up hours of effort with AI-powered automation.

AI Powered Financial Intelligence

AI thinks fast so you can think ahead.

ProCFO Reports uses AI to handle the heavy lifting in financial analysis so you can focus on strategy, not spreadsheets. AI analyzes datasets, identifies patterns, detects anomalies, and sharpens forecasts for smarter insights, faster.

Pattern Recognition: Detect trends and trajectories hidden in your financial data.
Anomaly Detection: Spot problems before they become problems.
Automated Forecasting: Generate smarter projections with AI-driven analysis.
Error Reduction: Minimize manual mistakes in data entry and reconciliation.
Time Savings: Free up hours of effort with AI-powered automation.

Insight. In Sight.

A dashboard should do more than display data. It should deliver direction.

ProCFO Reports is designed for decision-makers – intuitive, customizable, just-in-time. Real-time visualizations put key metrics front and center so you can track trends, spot shifts and make moves with today’s numbers – not last quarter’s assumptions.

Real-Time Data Integration: Automatically syncs with your accounting systems for always up-to-date financial information.
Customizable Visualizations: Tailor dashboards to highlight the metrics that matter most.
Interactive Drill-Downs: See deeper details into specific data points for a clearer picture.
Automated Updates: Dashboards refresh automatically so you’re always working with the latest data.
Secure Sharing: Easily share dashboards with stakeholders while controlling access and permissions.

With ProCFO Reports, your financial dashboard isn’t just a display. It’s a decision-making engine.

Insight.
In Sight.

A dashboard should do more than display data. It should deliver direction.

ProCFO Reports is designed for decision-makers – intuitive, customizable, just-in-time. Real-time visualizations put key metrics front and center so you can track trends, spot shifts and make moves with today’s numbers – not last quarter’s assumptions.

Real-Time Data Integration: Automatically syncs with your accounting systems for always up-to-date financial information.
Customizable Visualizations: Tailor dashboards to highlight the metrics that matter most.
Interactive Drill-Downs: See deeper details into specific data points for a clearer picture.
Automated Updates: Dashboards refresh automatically so you’re always working with the latest data.
Secure Sharing: Easily share dashboards with stakeholders while controlling access and permissions.

With ProCFO Reports, your financial dashboard isn’t just a display. It’s a decision-making engine.

Let’s talk tech.

ProCFO Reports puts powerful financial technology to work so you’re not working on it. Automated syncing, real-time accuracy, and intuitive reporting work together to eliminate obstacles, keep what matters front and center, and make decision-making faster than ever.

Seamless Syncing

Plug in. Pull data. No problem.

ProCFO Reports connects directly to accounting software like QuickBooks, Xero, and FreshBooks for real-time accuracy and up-to-now financials.

Automated Reporting

Set it. Go get it.

Reports generate and deliver automatically – custom-scheduled to fit your workflow, formatted to your needs, and always up-to-date with the metrics you prioritize.

Scenario Modeling

Preview. Predict. Prepare.

Built-in scenario analysis lets you model financial outcomes in real time so you can test strategies, adjust for changes, and stay ahead of the curve. See what’s next before it becomes now.

Smart Data Mapping

Raw Data ⮕ Refined Decisions

ProCFO Reports automatically organizes and structures your financial data to standardize formats, consolidate sources, and apply transformation rules. Reports, forecasts, and trends flow seamlessly from source to strategy.

Pricing

Use ProCFO Reports for free for 30 days. Whichever plan you choose, a personalized onboarding with a CFO gets you up and running quickly. Not sure which plan is right for you? We can help!

Financial Insight

Clear, customized, accurate financial reports

$750/mo

Automated, Audit-Ready Financial Statements: Professionally formatted P&L, Balance Sheet, Cash Flow reports and more, delivered when you need them.
Real-Time Data Syncing: Direct integrations with QuickBooks, Xero, and FreshBooks keep reports always up to date.
Automated Reports & Secure Sharing: Track key metrics, schedule reports, and share financials with controlled access
CFO Monthly Guidance: Get an expert’s eye with a monthly financial review
AI Powered Forecasting, Custom Dashboards & KPIs and more

Get Started Free

Financial Foresight

CFO-level strategic review, foresight, and guidance

$1500/mo

All the Financial Insights of ProCFO Reports
CFO Insights Review: Monthly strategy sessions with financial experts to interpret trends, adjust forecasts, and refine your growth strategy.

Get Started Free

Implementation fee: $1500. 3 month minimum commitment.