The underlying issue is that client data lives in Excel workbooks that grew organically over years. Nested IFs, brittle VLOOKUPs, logic that made sense to whoever built it. Before you can answer a financial question you have to untangle the file.
BaseCFO takes those workbooks as-is, reads the formula logic, normalizes the data, and surfaces everything through a single dashboard across all clients. No manual cleanup before ingesting. No logging into 15 QuickBooks accounts to check who needs attention.
Free for your first 5 workbooks, no credit card.
Still early and would genuinely appreciate feedback — especially from anyone who has strong opinions about the Excel parsing problem or works with practitioners in this space.