Main For business advisors

iCFO – Financial Advisory Software
& Analytics for Business
Consultants

to make better business decisions

try for free

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Run Client Financial
Health Snapshots in
Minutes

Enter your data and receive a concise profile of your client’s fiscal state, including business ratios focusing on liquidity, profitability, asset efficiency, and growth. All in just five minutes.

Get Reliable Financial
Insights for Informed
Advisory Decisions

Make sound business recommendations based on financial data that’s passed 200 filters and been refined using time-tested statistical logarithms.

register for a free demo

Access Business
Consulting Tools with
Instant Performance Data

iCFO offers a wide range of business analytics, key performance indicators, reports, and practical recommendations, including industry peer benchmarking. Review ROI, sales per employee, profit margins of the top 10%, top 25%, and more to identify areas of concern and opportunity. Examine “what if” scenarios and P&L impact of reducing costs or adding revenue.

Download sample reports

Client Benchmarking &
Financial Analysis
Services for Advisors

iCFO offers a wide range of business analytics, key performance indicators, reports & practical recommendations, including industry peer benchmarking.

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Key Features for Advisors: Client Reporting Software & Performance Analytics

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Business Performance
Scorecard

Review a snapshot of your company’s financial state – liquidity, profitability, asset efficiency, and growth – compared to industry peers

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Industry
Metrics

View annual financials, median statistics, charts, ratios and more of your industry competitors or peer groups.

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Business
Risk

Review your company’s financial health and its ability to weather typical market fluctuations, accurately determining its viability.

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Loan
Risk

Assess a business’s financial viability and its ability to repay new debt obligations, allowing for quick and effective loan decisions.

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Liquidity

Analyze your Liquidity position using an innovative proprietary measure determining working capital needs while modeling ways to improve cash sufficiency.

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Financial Statement
Spreading

Review your company’s financial health and its ability to weather typical market fluctuations, accurately determining its viability.

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Profitability

Evaluate your Profitability performance and model “what-if” scenarios designed to help improve performance and placement amongst industry peers.

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Business
Valuation

Evaluate your company’s market value using commonly used valuation techniques aided by insightful comparison to industry peers.

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Growth
Potential

Determine a company’s Sustainable Growth Rate and model “what-if” scenarios designedto improve SGR and placement amongst industry peers.