Financial reporting software · CFOs

Financial reporting software for CFOs

CFO financial reporting software has to produce numbers you can defend. Adopt builds a profit and loss and a balance sheet for every entity from reconciled books, and shows how each number was built.

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The problem

How CFOs handle this today.

You present what others prepared. The numbers are yours to defend, but you did not build them.

Reports trail the business. Leadership decides before the month is closed.

Every question is a project. Tracing one figure means a day of digging.

The team is at capacity. Reporting competes with the close for the same people.

How Adopt does it

Reporting a CFO can stand behind

Adopt prepares the work in the background. Your team reviews and approves it, and every approval stays on the record.

  1. Connect your accounts

    Link bank and card accounts and set up your chart of accounts.

  2. Keep the books current

    Transactions are categorized and reconciled as they come in, with your approval.

  3. Generate statements by entity

    A profit and loss and a balance sheet for each entity, for the period you choose.

  4. Review and share

    Check any figure against its source, then share the statements with the people who need them.

Built for CFOs

What changes for CFOs

Defend any number

Every figure links back to the transaction or document behind it.

It says when something is wrong

An out-of-balance report names the difference and marks the figures provisional.

Approved by your team

The entries behind every report were approved by a named person.

FAQs

Numbers you can defend.
You approve every entry.

Start free and connect your first account. Adopt works on its own, so you do not need another accounting system to begin.