# Automation for Fractional CFOs: 13-Week Cash & KPIs > 13-week cash forecasts, multi-entity KPI packs and budget vs actual from QuickBooks and Stripe, refreshed every week for US fractional CFOs. - **URL**: https://www.nocodetalks.co/for/fractional-cfos - **Site**: Nocodetalks, a one-person product studio that builds finance tools for US accounting firms, CFOs and fintech founders - **Contact**: ankur@nocodetalks.co - **Free 30-minute audit**: https://cal.com/nocodetalks/quick-catchup-30-min --- # The Monday numbers, done before Monday. Automation for US fractional CFOs running several clients. 13-week cash forecasts, KPI packs and budget vs actual, pulled from QuickBooks and Stripe and refreshed every week. Every number ties back to the books. [Book a free audit ](https://cal.com/nocodetalks/quick-catchup-30-min) [See what I build](https://www.nocodetalks.co/for/fractional-cfos#build) Sound familiar? - You rebuild the same 13-week cash forecast for each client every Monday. - KPI packs are copied from QuickBooks into slides by hand. - Variance commentary is written from scratch each month. - Every client's chart of accounts is a little different. ## What I build for fractional CFOs. Each one is built on your existing models and templates, not a new tool your clients have to learn. Scope, price and timeline are fixed in writing after the free audit. 01 ### Weekly cash pack 13-week cash forecast from QuickBooks and Stripe, refreshed and emailed every Monday. - Your forecast model, filled in - Runway and burn - Alert when cash dips below a floor 02 ### Multi-entity KPI dashboard One view across clients and entities, mapped to a common chart of accounts. - Account mapping per client - Weekly and monthly KPIs - Read-only client view 03 ### Month-end board pack Budget vs actual with draft commentary, in your own template. - Your template, untouched - Flux thresholds you set - Commentary drafts to edit ## Every forecast starts from **the actual books, reconciled**, before anything is projected forward. ### Books first Actuals come straight from QuickBooks or Xero and tie to the trial balance. ### Your model The automation fills your forecast model; it doesn't replace your judgment. ### You sign off Packs land in your inbox as drafts. Nothing goes to a client until you send it. ## Proof. A related build from the studio. Client · internal tool · dashboards ### TSquared Labs put Mindbody, Trainerize and GoHighLevel in one place. Internal dashboards for a personal training company: client base, coach impact, retention and renewals. Data sources 3 → 1 Dashboards Role-based Built in 2 months [Read the TSquared Labs case study](https://www.nocodetalks.co/work/tsquared-labs) [ ![TSquared client base overview](/_astro/tsquared-labs-clients.bq69h7TV_Z186P7E.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/tsquared-labs-clients.bq69h7TV%5FZ186P7E.webp) ## How we'd work. Start with one step, not a platform. 1. Week 0 · Free ### Audit 30 minutes on your client mix, models and Monday routine. You get the pack worth automating first. 2. Weeks 1–2 ### Pilot on 2 clients The pack runs on real client books next to your manual version, so you can compare. 3. Week 4 ### All clients Once the numbers match for two weeks running, it goes to every client. ## Common questions. Still unsure? Email ankur@nocodetalks.co. Which tools do you pull from? QuickBooks Online, Xero, Stripe and Excel. Other sources, such as payroll or bank exports, can be added. Will it use my existing forecast model? Yes. The automation fills your model; it doesn't replace it. How do you handle different charts of accounts? Each client gets a mapping to a common set of lines, set once and reused every week. Can my clients see it? Yes, as a read-only view or an emailed PDF, whichever you prefer. You're in India. How does that work with US clients? My day overlaps US Eastern mornings and calls are booked in your time zone. Every week you get a status call and a written update, with a shared Slack channel to keep you posted in between. ## Read next. Also for [CPA firms](https://www.nocodetalks.co/for/cpa-firms) · [fintech founders](https://www.nocodetalks.co/for/fintech-founders) · [financial advisors](https://www.nocodetalks.co/for/financial-advisors) [Cash & CFO Guide · 10 min read How to build a 13-week cash flow forecast with AI: QuickBooks + Stripe](https://www.nocodetalks.co/blog/13-week-cash-flow-forecast-with-ai) [Month-end close Guide · 9 min read Budget vs actual report with AI: template + variance commentary](https://www.nocodetalks.co/blog/budget-vs-actual-with-ai) [CFO playbook Guide · 9 min read AI in finance: a CFO's playbook for Claude, Copilot and ChatGPT](https://www.nocodetalks.co/blog/ai-in-finance-cfo-playbook) ## Get your Mondays back. The free audit finds the client pack worth automating first. Then a fixed scope and price, if you go ahead. [Book the free audit ](https://cal.com/nocodetalks/quick-catchup-30-min)