The Finance Director layer for your practice.
MyFinanceDirector.ai sits on top of the software you already run. It reads each client's numbers, ranks what matters and prepares the meeting. You keep the client, the judgement and the fee.
Free for 14 days · up to 5 clients · no payment details needed
Then £59 per active client per month. No platform fee, no seat fee, no minimum.
See it prepare a client meeting · 75 seconds
Read the transcript
Client meeting in ten minutes. You haven't opened the file.
Every client, ranked by risk. You can see who needs the call.
One click builds the Pre-Flight Advisory Pack.
The issue to lead with. Risks and deadlines. Who owes them money. What's still open from last time.
Where the data is stale or missing, it says so. It never guesses.
Between meetings, your client gets a weekly review of their own numbers.
Guidance on their numbers. You stay the adviser.
Your brand. Your client. Your judgement.
We sell to practices. We don't sell to your clients.
£59 per active client, per month.
No platform fee. No seat fee. No minimum.
Start a free practice trial
Free for 14 days. Up to 5 clients. No payment details needed.
The product does the preparation. You keep the judgement.
Read
Cash, runway, exposure and change for every client, from a ledger or trial balance export.
Rank
Your client book ranked by risk, so the next call is obvious.
Brief
A five-minute pack for each meeting, under your practice brand.
The evidence before the opinion.
Every pack is assembled from the client record, open alerts, collections ledger and completed reviews. Missing inputs are named, not guessed.
Pre-Flight Advisory Pack
The most material issue, written plainly and tied to the underlying figure.
We sell to practices. We don't sell to your clients.
A business owner who finds us is introduced to a practice. If they already have an accountant, we invite that firm. If they don't, we introduce them to a practice on the platform. Your practice remains the adviser and the filer of record, and your brand is the one the client sees.
A Finance Director between your meetings.
Each client you add gets a weekly review of their own numbers, decisions modelled before they commit, and deadlines kept in view. It is guidance on their numbers. You stay the adviser.
See the client experienceTheir week, already prepared.
A briefing before the day starts
What moved, what is due and what deserves attention now.
A decision tested before it is made
Base, growth and downside views for the hire, price change or contract.
The difficult letter made clear
Plain-English meaning, urgency and a response prepared for approval.
A proper finance meeting. Every week. Already prepared.
Prepared before you arrive
Cash, runway, revenue, people cost and filings read in advance. No invented urgency.
Challenge the number
Correct a figure mid-meeting and every dependent item is re-read on the spot.
Model it in the room
"What if we hire in October?" The verdict first, then the arithmetic behind it.
Decisions, actions, minutes
Captured as you go, issued at the close, carried into next week.
- 0Data freshnessLedger to 15 Aug · figures loaded
- 1Cash and runway£184k in hand · 7.2 months · down 0.4
- 2Revenue qualityTop customer at 27% — dependency rising
- 3The hire you asked aboutModelled: −0.6 months runway
- 4Filings and Auto EnrolmentVAT figures prepared for your accountant · AE declaration due 12 Sep
£59 per active client, per month.
No platform fee, no seat fee and no minimum. You pay nothing until you add a client.
See pricing- Encrypted · exportable · deletable
- Encrypted at rest and in transit
- Your data is yours — exportable and deletable
- Not regulated financial advice
- Encrypted · exportable · deletable
- Encrypted at rest and in transit
- Your data is yours — exportable and deletable
- Not regulated financial advice
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The questions we get most.
Your next client meeting, prepared in five minutes.
Add a client, load their figures, and the pack is ready when you are.
Free for 14 days · up to 5 clients · no payment details needed