Automated Rolling Models. For Every Client.
Stop manually updating spreadsheets. Build models that connect directly to your clients' accounting systems and update themselves with a single command.
The Fractional CFO Bottleneck
Clients you're managing, each with unique chart of accounts and reporting needs
Update cycles that eat hours of billable time on manual data entry
Time left for strategic advisory work that clients actually value
Your value is in strategic insight, not copy-pasting from QuickBooks. EBITDAI automates the mechanical work so you can focus on what matters.
"Update Actuals Through January 2026"
That's all you need to say. EBITDAI connects to the client's accounting system, pulls the data, maps it to the model, and rolls the time series forward automatically.
"Update the Acme Corp model with actuals through January 2026 from their QuickBooks."
Done. I've updated the Acme Corp model:
- Pulled P&L and Balance Sheet through Jan 2026
- Mapped 47 GL accounts to model line items
- Rolled forecast forward to Feb 2026 - Jan 2027
- Revenue variance: +3.2% vs prior forecast
Connect Once
Link each client's QuickBooks, Campfire, or Stripe account via secure OAuth
AI Maps Data
EBITDAI learns each client's chart of accounts and maps to model structure
Request Updates
Simply ask to update actuals through any period in natural language
Roll Forward
The model automatically extends the forecast period and recalibrates projections
Direct API Connections
No exports. No imports. No copy-paste. Live connections to your clients' systems.
QuickBooks
OAuth integration
Most of your clients are here. One-click connect, instant access to all financial reports.
- P&L by period
- Balance Sheet
- Cash Flow
- Trial Balance
Campfire.ai
API integration
For larger clients with multi-entity structures and department-level reporting needs.
- Consolidated reports
- Department splits
- General Ledger
- Custom periods
Stripe
API integration
For SaaS clients. Pull subscription data for MRR modeling, churn analysis, and cohort forecasts.
- MRR/ARR
- Subscriptions
- Churn data
- Revenue by product
Built for Scale
Manage more clients without working more hours.
Multi-Client Management
Maintain separate models for each client, all connected to their own accounting systems.
- Isolated client data
- Per-client connections
- Batch updates
Hours to Minutes
Monthly model updates that took 2-3 hours per client now take minutes.
- No manual data entry
- Automatic mapping
- Instant roll-forward
Native Excel
Deliver real Excel models clients can open, edit, and share. No proprietary formats.
- Full transparency
- Client-editable
- Investor-ready
Enterprise-Proven
The same methodology used by corporations with hundreds of millions in recurring revenue.
- Battle-tested
- Institutional quality
- $1B+ raised
In recurring revenue managed by corporations using EBITDAI's methodology
Rolling model updates
Per client, not hours
Clients expect and trust
Learn More
Explore how EBITDAI works and what makes it different.
Ready to Scale Your Practice?
Join fractional CFOs who have automated their model maintenance and reclaimed hours of strategic time every month.
Lite $5/month, Pro $15/month · Every model and your own key on Pro · Begin for free today · Cancel anytime