Industries
Permute for Fractional CFOs
Run a portfolio of clients from one workspace. Connect QuickBooks, Xero, Stripe, HubSpot, FileMaker, Supabase, and whatever else each client uses, then answer CFO-level questions live instead of two days later.
How Permute works here
The right product for every problem.
Universal connector layer
20+ native integrations across accounting, billing, CRM, and operational systems. Each client stays on their stack and you get one normalized layer across the portfolio. No custom integrations, no engineering team.
Learn moreYour firm’s definitions, encoded
Encode your playbook (what counts as runway, how you cut COGS, how you bridge cash to accrual) into a shared ontology. Every client engagement reuses the same logic, so quality compounds across the practice instead of resetting per client.
Learn moreCFO-grade answers, on demand
Natural-language queries across every client and entity. Automated financial packs, agentic monitoring for covenant and cash risks, and a single pane of glass across the portfolio. Live in days on 1–2 entities, expand once value is proven.
Learn moreCapabilities
Every client stack, one workspace
Native connectors for QuickBooks, Xero, Stripe, HubSpot, Supabase, and 15+ more. No custom dev work. No engineering team required.
Answers in the meeting, not the next one
“What’s our cash runway?” returns in seconds, not 48 hours. Ask in plain English and Permute writes the SQL, runs it across the right entities, and explains its work.
Multi-client, multi-entity by default
Workspace-isolated data per client. One pane of glass across the portfolio for you. Ideal for 15-entity holdcos, restructurings, and growth-stage groups.
AI-assisted cleanup of messy books
Auto-classify transactions, normalize charts of accounts, and surface anomalies. Legacy and delinquent data becomes reportable financials.
Reporting layer that actually scales
Skip the Power BI rebuild for every client. Daily-refreshed P&L, cash, AR/AP, and KPI dashboards reusable across the practice.
Higher effective hourly rate
Every hour Permute saves is an hour you bill elsewhere. Take on the 10th client without dropping quality on the other nine.
At a glance
Permute gives every fractional CFO the leverage of a full data and analytics team, so you can take on more clients and deliver sharper answers without adding headcount.
Pilot it on one client this week
Most fractional CFO practices go live on a single client in days. Book time to walk through a workspace tuned for portfolio operators.