Advise With Confidence.
Scale With Clarity.

Fractional CFOs serve multiple clients simultaneously, each with unique financial needs and reporting cadences. TitusOS gives you a single command center to track every engagement, monitor financial health, and deliver advisory insights — without drowning in spreadsheets.

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💰 Fractional CFO Advisory

Built for How Fractional CFOs Actually Work

Multi-Client Financial Oversight

See every client’s financial pulse at a glance — cash flow status, upcoming milestones, and engagement hours consumed. Switch between client contexts without losing your place.

Engagement Health

Track retainer utilization, scope creep, and deliverable timelines across all active engagements. Know instantly which clients need attention before they ask.

Revenue Recognition

Manage your own firm’s revenue across retainers, project fees, and advisory engagements. Forecast income, track collections, and plan capacity with confidence.

Choose Your Plan

Every plan includes industry-specific pipelines, terminology, and dashboards for CFO advisory.

Starter

Starter

For solo fractional CFOs getting organized.

  • Client & contact management
  • Engagement pipeline board
  • Retainer tracker
  • Basic invoicing
  • Document storage
  • Mobile access
Enterprise

Enterprise

For multi-partner CFO advisory firms.

  • Everything in Professional
  • AI-powered financial insights
  • SSO & advanced security
  • Custom integrations & API
  • Multi-partner management
  • Compliance & audit trails
  • Dedicated account manager
  • Data residency controls

Ready to Scale Your Advisory Practice?

See how TitusOS transforms fractional CFO operations with a personalized consultation.

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