Run cash flow for every client on your list
Fractional CFOs, CPAs and bookkeepers run Arclite across the whole book, under their own name. One screen shows who is short on cash and what to do about it this week.
Every client asks you the same question.
Can I make payroll. Can I take the distribution. Can I carry the new hire. You answer it by pulling their ledger into a spreadsheet you built for somebody else, and then you do it again next month for the next one.
The spreadsheet stops working somewhere around the fourth client.
It is accurate the day you build it and stale the day after. It lives on your machine, so the client cannot see it and calls you instead. And none of that work is billable in a way the client understands.
- You are the refresh buttonNothing updates unless you sit down and update it.
- No view across the bookYou know your worst client is tight. You do not know which of the other twenty got tight this week.
- Compliance pays worse every yearA close is a fixed fee that gets negotiated down. Telling an owner what is coming is not.
One screen for the whole book.
- Every client in one viewWho is short, who is fine, who just moved. Sorted by the week it happens, not by client name.
- Under your own nameYour clients deal with your practice. The advisory work looks like yours because it is yours.
- The same forecast they seeNo export, no private version of the truth. You and the client are looking at one screen.
- Follow-ups already draftedOverdue invoices ranked, reminders written. You approve, or the client does. Nothing sends on its own.
- It refreshes itselfEach client's forecast moves with their QuickBooks. You stop being the refresh button.
- Approval firstArclite writes back to a client ledger only what has been approved. Nothing posts on its own.
Underneath it is the same product your clients would buy for themselves. You run a 13-week forecast per client and run collections for a client book from the same place, without logging in and out of twenty accounts.
How a book comes on.
1. Book a call with Brad
Twenty minutes on the size and shape of your book. No trial needed to have this conversation.
2. Your portal, your name
One place for the practice, with every client grouped under it.
3. Connect clients one at a time
Each client authorizes their own QuickBooks connection. About five minutes each.
4. The book fills in
Forecasts build from what is already in each ledger. Nothing to import, nothing to rebuild.
Before you connect a client's ledger, read how client data is handled. Arclite reads from QuickBooks Online and writes back only what is approved, and nothing sends or pays without somebody approving it.
Something to sell that is not hours.
Compliance work is priced by the hour and negotiated down every year. Cash advisory is priced by what it is worth to the owner, and the owner already knows exactly what it is worth.
Turn the monthly close into a weekly conversation.
The forecast gives you a standing reason to talk to a client about the one thing they actually lose sleep over. That is a retainer, not a line item on a compliance invoice.
- A weekly cash callThirteen weeks, the tight week, and what to do about it. Same agenda for every client, every week.
- Receivables as a serviceYou run the follow-ups on their overdue invoices. They approve the sends. You keep the relationship.
- Decision supportCan they hire, can they take the distribution, can they carry the contract. Answered from their own numbers.
There is no per-seat list price for a practice. It is priced to your book, and we size it with you on the call.
Questions from advisors.
It is priced to your book. The number depends on how many clients you run and how deep you go with each one, so we size it on the call instead of publishing a figure that would be wrong for most practices. For reference, a single business buying Arclite on its own pays $50 a month with 100 credits included.
About five minutes of the client's time. They authorize a QuickBooks Online connection and the forecast builds from the ledger that is already there. There is no data entry, no import, and no cleanup you have to finish first. Most advisors onboard their first few clients themselves and then send the connection step to the rest.
Yours. You run the book under your own name, and the client's relationship stays with your practice. Arclite is the engine underneath it.
The client. It is their ledger and their authorization, granted through your portal, and they can revoke it whenever they want. That is the right way around. It means you are never holding something you should not be holding, and it means a client who leaves takes their own connection with them.
They keep their books and nothing is held hostage. The client disconnects QuickBooks Online, or you remove them from your portal, and they come off your book. If they want to carry on with Arclite on their own afterward, they can. How a departure lands on your invoice is part of what we agree when we price your book, so ask about it on the call.
Bring your book.
Book the partnership call and we size the price to your book. Or start free on one client first and see what it does before you bring the rest.
Priced to your book. Fifteen minutes with Brad.
$50 a month, 7-day trialsee it work in four minutes
Want to try it on your own books first?