Example
Client Reporting Portal
TodaySpreadsheets and emailed PDFs
What gets builtA branded login for the client
Replace the monthly pack of files with one place a client can see the numbers, commentary, and history you already prepare.
For fractional CFOs and accounting firms
You See the Problem.We Build the Solution.
Boardroom is a technology fulfillment partner for fractional CFOs, accounting firms, and CAS teams. You already sit close enough to a client’s operations to see the manual work. We design and build the software that replaces it.
Bring us into the conversation when a client’s problem goes beyond spreadsheets and off-the-shelf software. You keep the relationship. We handle the technology.
What you already seeRecurring
Monthly client reporting
- Pull numbers from three systemsManual
- Reconcile them in a spreadsheetHours
- Email a PDF pack to the ownerEvery month
Boardroom builds
Client portal
Live dashboard
Review workflow
You stay the advisor
Illustrative. Every engagement starts from the client’s actual workflow.
The problem
You probably see these problems every day.
Accounting and finance professionals notice operational friction because they are inside the numbers, the close, and the client relationship. The business owner has often learned to live with the workaround. You have not.
We’re still doing this in Excel.
Someone has to manually move this data every month.
We have three systems that don’t talk to each other.
Our reporting takes days to produce.
Our clients need a portal, but nothing fits.
We know exactly what we want, but no software does it.
These are business problems you already understand. They can also be software.
The opportunity
Turn recurring problems into technology solutions.
If a process happens over and over, takes real manual effort, or creates a poor experience for the client, there may be a reason to build software around it — instead of asking the business to bend into another product that almost fits.
Client portals
A branded place for clients to see status, documents, or the numbers you prepare for them.
Custom dashboards
The view an owner or operator should have, built around the metrics you already track.
Automated reporting
Recurring packs that are assembled by the system, then reviewed by you.
Workflow applications
Approvals, handoffs, and checklists that currently live in email and spreadsheets.
Data integrations
A reliable path for information that someone is still moving between systems by hand.
Reconciliation tools
Matching, exceptions, and review for a process that should not depend on a workbook.
Document workflows
Collecting, reviewing, approving, and organizing the files an engagement depends on.
AI-powered tools
An advisory or analysis step you already know how to do, made interactive for the client.
Internal business applications
Software for the firm or the client’s own team, shaped around how the work actually runs.
The partnership
How the partnership works
You do not need to hire developers, manage a build, or become a software company. You bring the problem and the client. We bring the technology.
- 01
You identify the opportunity
You know the client, the business, and the process underneath the workaround.
- 02
We map the solution
Boardroom works with you and the client to understand the workflow and decide what should be built.
- 03
We build the technology
Our team designs, develops, tests, and deploys the software.
- 04
You deliver more to your client
The client gets a solution tailored to their business. You stay focused on the advisory or accounting relationship.
You bring the business problem and the client relationship.
We bring the technology expertise and the development capability. Together, the client gets a better solution.
Talk through a client opportunity (opens in a new tab)Why Boardroom
Why partner with Boardroom?
The point is not to turn your practice into a development shop. It is to give you a technology team you can bring in when a client’s problem calls for one — and stay focused on the work you were hired to do.
Expand what you can offer
Solve a client problem without hiring developers or standing up an internal technology team.
Go beyond accounting software
Address operational gaps that general ledger, close, and practice tools were never built to cover.
A stronger client experience
Replace a monthly scramble of files and emails with software shaped around how that client works.
New ways to serve the relationship
A defined project, ongoing development support, or another structure you and the client decide together.
The relationship stays with you
You remain the firm or advisor the client trusts. Boardroom joins as the technology partner.
Built around their workflow
The software follows the process you already understand, rather than forcing that process into another SaaS product.
How it’s structured
Flexible by design.
Every opportunity is different. Depending on the project, the software can be a custom engagement for the client, technology the firm owns, a recurring offering, or another arrangement that makes sense for the people involved. The commercial model is part of the conversation — chosen for the value it creates, not prescribed in advance.
Examples
Opportunities you might already have.
These are the kinds of problems a fractional CFO or accounting firm might bring to Boardroom. They illustrate what can be built around a client’s workflow. They are not off-the-shelf products.
Example
Automated Reconciliation
TodayManual matching across systems
What gets builtA recurring reconciliation workflow
Connect the systems involved and automate the matching, exceptions, and review that currently depend on a spreadsheet.
Example
Custom Financial Dashboard
TodayKPIs assembled by hand
What gets builtA live view for the owner
Give the business owner a current view of the indicators their CFO already tracks, without waiting on the next reporting cycle.
Example
Document Workflow
TodayEmail, folders, and follow-ups
What gets builtCollect, review, and approve
Automate how documents are requested, submitted, reviewed, approved, and organized — for a client or an internal process.
Example
AI-Powered Client Tool
TodayA manual analysis or advisory step
What gets builtAn interactive application
Turn a review, a narrative, or a set of questions you already know how to run into software a client can use with you.
Have a client who needs more than another SaaS subscription?
Let’s talk through the problem and see whether custom software is the right solution. Bring the client situation. We’ll help you think through what could be built.
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