For fractional CFOs, accountants and startup advisors
Client runway and reporting hub for startup advisors
Uniflow helps fractional CFOs and startup advisors monitor runway, cash and key KPIs across all their clients in one place, so you can focus on strategic advice, not spreadsheet cleanup.
- Every client's cash, burn and runway in one view
- Reusable board-pack and investor-update templates
- Read-only sharing for founders and their investors
The problem
You were hired to give strategic advice, not rebuild spreadsheets
Every new client arrives with a different toolset and reporting style. You spend hours cleaning data, reconciling numbers and preparing decks before you can even talk about strategy. That makes it hard to scale your practice and deliver consistent, investor-ready reporting across clients.
With Uniflow
One reporting framework, every client
Onboard each client once. Uniflow maps their accounting and payment data into your standard structure, keeps it current, and gives you a multi-client view of who needs attention this month.
- Consistent KPIs across every engagement
- Exports in the format your clients' boards already expect
- Your framework, applied automatically
What you get
Built for the way you actually work
Consolidate client financials in a single view
Track cash, burn and runway across all your startup clients. Quickly scan who is on track, who is overspending, and who needs a board-level conversation before the next milestone.
Standardise reporting templates
Use consistent templates for monthly updates, board packs and investor reports. Uniflow turns your preferred framework into reusable structures founders can contribute to.
Export investor-ready reports in minutes
Generate clear, concise financial summaries you can drop into decks or send directly to founders and investors. Less prep time, higher quality.
How it works
Up and running in three steps
- 01
Onboard your clients once
Invite each startup client to connect their accounts and basic financial tools. Uniflow maps the data into your standard reporting structure.
- 02
Monitor runway and performance across clients
Use the advisor dashboard to track runway, burn and key KPIs across all clients. Spot who needs a pricing review, cost cut or capital plan.
- 03
Deliver consistent, investor-ready reporting
Export reports for monthly updates, board meetings and fundraising rounds in a consistent format. Your clients look prepared; you build a reputation for clear financial leadership.
In practice
What changes in your week
Hours back every month
Data cleanup and chart rebuilding disappear from your week. The time goes to the advice you charge for.
More clients, same team
A standard framework means the tenth client takes the same effort as the second.
Fewer surprises in board meetings
Numbers are current and consistent, so the conversation is about decisions rather than reconciliation.
Customer voices
What people tell us after switching
“The interface felt clean and intuitive. It makes building a forecast painless.
“Potentially 4 to 5 times cheaper than hiring an accountant to build a model.
Read all founder reviews on the financial operating system page
FAQ
Advisor FAQ
You can manage multiple client companies from a single advisor account. As your practice grows, you simply add more clients and organise them by stage, sector, or engagement type while keeping the same reporting framework.
No. Uniflow sits on top of your existing accounting and data stack. It is designed to make runway, burn, and key metrics easier to see and communicate, rather than replace your accounting software or business intelligence tools.
Yes. You can start from a standard reporting structure and then fine-tune views and metrics by client. This lets you maintain a consistent core while adjusting to the needs of specific founders, boards, or investors.
You can invite founders and selected investors into specific workspaces or share read-only views. This keeps everyone working from the same numbers while still preserving the control and context you provide as the advisor.
Run every client from one hub
Book a 20-minute walkthrough and bring one client's numbers. We'll set it up live.