Fractional CFO firms and financial advisory practices: the model gets built for you, so the hours go to the call that changes the decision.
Knowing which three numbers in a business actually predict what happens next - and how to tell an owner something they do not want to hear - is why they hired you. Assembling the workbook that surfaces those three numbers is not.
Knowing which handful of metrics predicts this business, and having the standing to deliver bad news well.
Pulling data from yet another accounting system, rebuilding the forecast tab, re-typing the variance commentary.
Agents build and maintain the model continuously; you arrive at the meeting with the read already formed.
Not a chatbot in your inbox. Whole workflows in production - across every client system they touch - on one layer that the next workflow reuses.
Assembled across the whole client base in your own format, on the same day each month, without a build.
Built once, then updated from actuals continuously instead of rebuilt every fortnight.
Variances explained in plain language, with the driver identified and the outliers flagged for your review.
Drafted from the numbers and last quarter’s minutes, in the voice the board already expects from you.
Each client on a different ledger, normalised into one model - so onboarding stops being a data project.
Today it means rebuilding a workbook. Instead: run the scenario against the live model and get the delta.
Maintained automatically per client, with definitions that stay consistent across your whole book.
Continuous cash forecasting, covenant and runway alerts, and plain-language monthly commentary generated from actuals - delivered as your firm’s product. It does not replace your advisory hours; it makes them worth more, because the owner arrives already informed.
Recurring revenue that sits underneath the advisory retainer rather than competing with it.
The commentary reflects how your firm reads a business, so the product reinforces the practice.
When the owner sees the runway alert on Tuesday, the Thursday call is about the decision, not the numbers.
Rogo raised $160M in April 2026 and now runs inside 350+ financial firms, with more than 50,000 professionals using its agents - Rothschild, Jefferies, Lazard, Moelis and Nomura among them. That is the bulge bracket. The €2–50M revenue owner-managed business has none of it, and you already sit in the room.
Code, models, prompts and runbooks transfer to your firm. If we disappeared tomorrow, the system keeps running.
The second workflow costs a fraction of the first, because integrations, permissions and audit trail are already built.
Human-approved gates, evidence behind every figure, ISO 27001 and GDPR alignment, deployable in your own environment.
Our engineers sit inside your practice until it runs - then your people build on it, not just operate it.
We invest €50,000 of engineering into one real process inside your firm. Two minutes to apply, twenty to find out if you are a fit.