For advisory and fractional CFO firms

Power Your Advisory Services With Automation & Insight

ZentroBiz gives CFO and advisory professionals the tools to deliver financial clarity, insights, and strategy through dashboards, reporting, and collaboration.

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Requests are reviewed before activation. Submitting a request does not charge a card. Prefer to talk? Call (855) 334-4244.

3x

Advisory firms deliver insights 3x faster with automated reporting and AI summaries.

See it for your firm

Sound familiar?

The everyday problems advisory and fractional CFO firms tell us about.

Lack of Real-Time Financial Clarity
Get instant visibility into client financials with live dashboards.
Manual Reporting
Automate financial reports and eliminate repetitive work.
Inconsistent Client Communication
Streamline all client interactions in one unified platform.
Hard to Scale Advisory Work
Scale your practice with automated workflows and AI assistance.

How ZentroBiz helps.

One platform replaces the spreadsheets, inbox chasing and disconnected tools.

AI-Powered Financial Narratives
Generate insights and recommendations automatically.
Custom Dashboards
Tailored KPI dashboards for each client.
Automated Meeting Prep
AI summaries and analysis before every meeting.
Advisory Workflow Templates
For monthly and quarterly advisory cycles.

Key features.

What advisory and fractional CFO firms use every day.

01

AI Metrics & Insights

Automated financial analysis and intelligent recommendations for clients.

Explore the features behind it.

Every ZentroBiz feature is included in every plan.

Dashboards & Insights

One unified suite of dashboards that keeps your entire firm aligned - clients, staff, operations, revenue, orders,…

Report Center

Turn Firm Activity Into Decisions. Review financial, sales, workflow, engagement, compliance, and pipeline reporting…

AI Automation

Not a Chatbot. An Operating System.

Bookkeeping

Structured monthly cycles, AI auto-categorization, review queues, financial insights, receipt extraction, and a…

Sales & Proposals

Visual sales pipelines, branded proposals with AI-generated text, a service marketplace, tax pricing engine,…

Task Management

Give Every Assignment a Clear Owner and Deadline. Create, assign, prioritize, and track staff tasks across clients…

Simple pricing for every size of firm.

Every plan includes every feature. Choose by team size.

Solo

1–5 staff seats

$79per staff seat / month

Genesis

2–15 staff seats

$129per staff seat / month for 12 months, then $149

Enterprise

16+ staff seats

Contact us

See pricing and every feature

Upgrade your advisory practice.

Schedule a personalized demo to see how ZentroBiz can transform your practice.

Start 14-day trial Book a demo

Or call (855) 334-4244

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