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.
You were hired to give strategic advice, not rebuild spreadsheets
As an advisor or fractional CFO, 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. This makes it hard to scale your practice and deliver consistent, investor-ready reporting across clients.
One workspace for all your startup clients
Uniflow gives you a central hub to standardise financial reporting for every client. Founders get a straightforward way to track runway and key metrics, while you see a clear view of financial health across your whole book of business. You can move faster, deliver more value, and keep investors aligned around the same numbers.
Scale your advisory work without losing control of the numbers
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 funding milestone.
Standardise reporting templates for founders and investors
Use consistent templates for monthly updates, board packs, and investor reports. Uniflow turns your preferred framework into reusable reporting structures so founders can contribute data and you can focus on insights.
Export investor-ready reports in minutes
Generate clear, concise financial summaries you can drop into decks or send directly to founders and investors. Reduce prep time for board meetings and raise updates while increasing the quality of your work.
Designed with fractional CFOs and startup advisors
Advisory firms and solo fractional CFOs use Uniflow to handle more clients without sacrificing depth. They use the platform to bring discipline to founder finances while maintaining their own service quality and positioning.
"I used to spend 15 hours a month just chasing founders for data and standardizing it. Now it's all in one dashboard and I can focus entirely on strategic advice."
Fractional CFO
Boutique Advisory Firm
"Uniflow helps me standardize how I present financials across all my startups. My clients' investors love the clear, consistent reporting."
Startup Advisor
Early-stage SaaS
How Uniflow fits into your advisory practice
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 so you do not have to rebuild everything from scratch.
Monitor runway and performance across clients
Use the advisor dashboard to track runway, burn, and key KPIs across all clients. You can spot who needs a pricing review, cost cut, or capital plan and prioritise your time accordingly.
Deliver consistent, investor-ready reporting
Export reports for monthly updates, board meetings, and fundraising rounds in a consistent format. Your clients look more prepared in front of investors, and you build a reputation for clear, reliable financial leadership.
Advisor & fractional CFO FAQ
Everything you need to know about your financial operating system
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.