Everything your leadership team needs to run the numbers

Seven modules, one model of your firm. Three are in beta testing; the rest are in development and open to early-access firms first.

Status as of October 2026.
Module	What it does	Status
Growth Way planner	Takes your team through Vision, Structure, Numbers and Rhythm, and captures the plan in one place.	Beta Testing
Budget and cash forecast	Top-down and bottom-up budget, a 12-month cash forecast and liquidity ratios, all recalculated as you type.	Beta Testing
Reporting and export	Export any plan to Excel or print it. Your 911-CFO advisor receives a copy automatically.	Beta Testing
Weekly dashboard	5 to 15 measures with owners and goals, off-track items flagged, and a weekly meeting agenda with an issues list.	In development
AI CFO assistant	Answers questions from your own documents, cites every source and refuses when no source exists.	In development
Multi-firm platform	Separate, secure workspaces for each firm with roles for owners, finance leads and advisors.	In development
Private AI appliance	The same assistant running on hardware in your office, for firms that require it.	In development

What it looks like

Screens from the planner, the cash forecast and the weekly dashboard, shown with a sample firm's figures.

Illustration of a 12-month cash forecast with March flagged below the minimum cash line — Illustration: the cash forecast flags a shortfall months ahead.

Illustration of the planner showing an accountability chart with five seats — Illustration: the Structure step builds your accountability chart.

Illustration of a weekly dashboard of six measures with two off track — Illustration: the weekly dashboard shows what is off track.

Who uses it

Owners and CEOs

Set the direction, approve the budget and see the whole firm on one page.

Finance leads

Enter actuals, run the forecast and prepare the weekly dashboard without rebuilding spreadsheets.

Your 911-CFO advisor

Reviews your plan, facilitates the workshop and advises from the same numbers your team sees.

Asking the assistant a question

Each request follows the same controlled path, whether it runs in the cloud or on your own appliance. If a question touches tax return information, the system checks that the taxpayer's written consent is on file before anything else happens.

Two of the six steps are checks that can stop a request.

See it with your own numbers

We are opening 911CFO.ai to a small group of firms first. Tell us how you run your budget and forecast today, and we will show you what changes.

Request early access Book a free Profit Strategy Call