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Running a fractional CFO business? Find out what our team of fractional CFOs use to streamline operations and client management.
Running a Fractional CFO business can be hectic. Whether it's constant meetings, month-end reconciliations, updating financial models, or something else, it never feels like there's enough time in the day.
That's why our team is a big proponent of leveraging the best software tools to make managing the day-to-day much easier. Here are our top 11 SaaS tools for fractional CFOs.
Loom is a screen recording software platform that's saved our team countless hours of meeting time. Our team uses Loom to explain certain tasks to newer team members, walkthrough reports/forecasts to clients, and even for marketing materials.
Aside from the core screen recording functionality (available as a plugin or desktop application), Loom has other great features. They allow you to speed up videos when watching, edit videos to remove filler language like "uhh" and even comment on specific parts of the video.
Loom is a must-have for fractional CFOs. It's cleared up our calendars and reduced the need for 30-minute meetings as well as increased our communication effectiveness.
Ramp is a great software to manage company expenses. It provides corporate cards, automated expense management, and real-time spend tracking. These features make it easier for our fractional CFO team and clients to oversee budgets, flag discrepancies, and save time on reconciliation. We recommend that all our clients use Ramp as it streamlines financial processes and enhances efficiency. Kordis is also a proud partner of Ramp.
Ramp also offers detailed analytics and reporting tools that give insights into spending trends, helping companies identify opportunities for cost savings. Additionally, its integrations with accounting platforms like QuickBooks and NetSuite simplify the bookkeeping process.
One standout feature of Ramp is its ability to set spend limits and policies for different teams or departments. This not only ensures compliance but also promotes responsible spending habits across the organization. For fractional CFOs, these tools provide peace of mind and allow them to focus on higher-level strategy rather than micromanaging expenses.
The user-friendly interface and robust customer support further make Ramp an indispensable tool in our toolkit. For any fractional CFO looking to optimize expense management, Ramp is a top choice.
Our fractional CFO team uses Notion as our main documentation platform. We store new employee onboarding documents, client information, ways of working documentation, and more in Notion.
Notion’s flexibility makes it easy to create dashboards, track tasks, and maintain a knowledge base tailored to our unique workflows. It enables seamless collaboration between team members by allowing multiple users to edit documents in real time.
The platform also integrates with tools like Slack, Google Drive, and Zapier, making it a central hub for managing various aspects of the business.
One of Notion's standout features is its ability to create relational databases. This allows us to link different data sets—such as client records and project timelines—into a cohesive and easily navigable system. For fractional CFOs juggling multiple clients, this is a game-changer in keeping operations organized and efficient.
Overall, Notion is an invaluable tool for staying organized, fostering collaboration, and managing the many moving parts of a fractional CFO business.
Humble brag here but our FP&A software platform is one of the main tools in our toolkit. With integrations to Quickbooks and Plaid, we're able to pull all of our client's financial data directly into our platform without having to download a bunch of CSV files.
Here's how we use Kordis with our clients:
Our platform is currently in open beta and accepting users. Whether you're a fractional CFO or SMB owner/operator Kordis's software platform can take the complexity out of managing business finances.
Sign up here for a 14 day free trial.
Quickbooks is the backbone of financial management for many businesses, and for good reason. It’s a powerful yet user-friendly accounting platform that helps fractional CFOs manage everything from bookkeeping to invoicing with ease.
One of the most valuable features of Quickbooks is its real-time tracking of income and expenses, which ensures we always have an accurate view of our clients' financial health. Whether it’s reconciling accounts or generating detailed financial reports, Quickbooks makes these tasks simple and efficient.
Quickbooks also integrates seamlessly with tools like Kordis, making workflows smoother and reducing manual data entry. For example, financial data pulled into Kordis is automatically synced with Quickbooks, ensuring that all transactions and records remain up-to-date and accurate.
And let’s not forget payroll—Quickbooks offers an intuitive payroll management system that ensures employees get paid on time, with taxes calculated and filed automatically. This saves countless hours and minimizes the risk of errors.
For fractional CFOs, Quickbooks is a must-have. It streamlines day-to-day accounting tasks, provides valuable insights, and keeps everything organized, leaving more time to focus on strategic financial planning.
For fractional CFOs, managing contracts and agreements efficiently is essential, and Docusign simplifies this process. This electronic signature platform allows you to send, sign, and store agreements securely, eliminating the need for physical paperwork.
One of Docusign’s key benefits is its integration with popular tools like Salesforce, Google Drive, and QuickBooks, which enables a seamless workflow for managing client contracts and financial documents. Additionally, Docusign offers advanced authentication methods to ensure that signatures are secure and legally binding.
The platform’s intuitive interface makes it easy for both CFOs and clients to review and sign documents quickly, saving time and reducing delays in critical processes. With features like automated reminders and status tracking, Docusign ensures that no agreement falls through the cracks.
In our experience, Docusign has been invaluable for onboarding new clients, finalizing service agreements, and maintaining an organized digital archive of contracts. It’s a must-have tool for any fractional CFO looking to streamline operations and provide a professional client experience.
When you join a call with one of our team members, you’ll likely notice another participant named Kordis Notetaker. This is powered by Fathom, an AI-driven notetaker that has revolutionized how we manage and document meetings.
Fathom automatically records all our meeting calls and provides comprehensive summaries, detailed transcripts, and even extracts key action items. This enables our team to revisit important client or internal discussions with clarity, ensuring no detail is overlooked and all next steps are well-defined.
To enhance efficiency, we use Zapier to seamlessly integrate Fathom’s outputs into our Notion workspace. Summaries, transcripts, and action items are automatically uploaded into a shared Notion database, making it easy for the entire team to access and collaborate on key deliverables.
And speaking of Zapier...
Zapier is the ultimate automation tool that connects various apps and services, enabling workflows that save time and reduce manual effort. For our team, Zapier is indispensable in automating repetitive tasks and ensuring smooth data flow across platforms.
We use Zapier to integrate tools like Fathom, Notion, and Slack, creating automated workflows that enhance productivity. For example, when Fathom generates a meeting summary, Zapier automatically uploads it to our shared Notion database and notifies the relevant team members in Slack. This eliminates the need for manual updates and keeps everyone in sync.
Another powerful use case is managing financial updates. By connecting Ramp with Google Sheets through Zapier, we can generate real-time expense reports that are instantly accessible to our team and clients.
Zapier’s intuitive interface and extensive library of app integrations make it a must-have for any fractional CFO. Whether it’s automating client onboarding processes or simplifying financial data sharing, Zapier helps us work smarter, not harder.
Slack is our main communication channel for our internal team, and it significantly outperforms email in fostering efficient communication. Unlike the clutter of email threads, Slack offers real-time messaging in organized channels, making it easier to keep conversations focused and accessible.
For internal communications, Slack enables immediate responses and collaboration, reducing the delays often caused by email back-and-forths. Threads within channels ensure discussions stay relevant and easy to follow, even as new topics arise. The platform also allows for quick file sharing, direct messaging, and video calls, all within a single interface.
Slack's advanced search functionality ensures that any past messages, decisions, or shared files are easy to find, making it invaluable for team continuity and project management. This efficiency and organization make Slack a far superior tool for internal communication compared to traditional email.
1pass is the unsung hero of our tech stack, ensuring we never have to face the dreaded "forgot password" screen again—especially not while trying to log into QuickBooks during a crunch moment. For fractional CFOs juggling multiple client accounts and sensitive financial data, 1pass provides robust encryption and seamless usability, making it a security powerhouse.
With 1pass, we can securely store and autofill passwords across all devices, saving countless hours and sparing us from awkward lockouts. It even lets us securely share login details with team members, so no more chaotic email chains or sticky notes with passwords floating around.
For added peace of mind, 1pass offers multi-factor authentication (MFA) and regular security audits, making sure our passwords are strong and never reused. It's like having a digital bodyguard for our credentials.
All in all, 1pass keeps our team focused on strategy rather than scrambling to reset passwords or navigate login disasters. It’s the ultimate tool for maintaining security and efficiency while preserving our sanity.
Last but not least, Excel. Sure, it’s not the flashiest SaaS tool on the block, but let’s be honest—it’s the workhorse we all turn to. Whether it’s crafting complex financial forecasts or running what-if scenarios, Excel is where the magic happens.
There’s something almost comforting about its endless grid of cells. Need to calculate detailed projections? Excel’s got you. Building dynamic dashboards? It’s like second nature. Yes, it might not have the bells and whistles of other tools, but it more than makes up for it with its versatility and familiarity.
For all its simplicity, Excel remains one of our most indispensable tools, proving that sometimes, old-school is still the best school.