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Our Technology

The Technology Behind Our Services

Leveraging cutting-edge platforms and smart technology to deliver tailored financial solutions.
  • We are a tech-enabled financial services consultancy, consistently assessing the best platforms, software, and related technologies to serve our clients efficiently and propel them forward.
  • We are platform and software agnostic, adapting to the client existing systems and making recommendations when relevant. Of course, we have our favorites and sometimes, we build our own.
  • We often implement new tools or accounting system changes for clients, and our team includes developers for customizations.

Streamlined Visibility & Control Through Our Proprietary Client Portal

CFO Worx runs on proprietary technology for time tracking, consultant reporting, deliverables & project management, meeting summary, record keeping, and a client-facing portal.
Our Client Portal allows our clients to stay up to date, minute by minute, with the status of their recurring monthly deliverables as well as project initiatives to improve financial reporting, controls, and analysis. Clients can submit inquiries, raise issues, request additional services, and view all ongoing work updates. Mobile friendly, status updates at your fingertips.
Everything sits securely within the Microsoft Azure stack. We use PowerBI for our internal reporting and dashboarding and can quickly pull a history of deliverables.

We offer customizable templates for budgets, WIP tracking, month-end close, AP/AR processes, due diligence data rooms, and more. These help your team and accounting processes level up quickly after implementation and some training.

Looking for more information on our Real-time Dashboarding & Reporting?

Contact us to learn more about bringing best-in-class technology to your business.
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