Fractional CFO reviewing financial dashboards
Advisors · Fractional CFOs

See what changed, why it changed, and what to do next.

Hobasa is a cross-system intelligence platform that helps organisations identify and resolve hidden operational gaps across Finance and HR initiatives before they impact performance. It transforms disconnected client data into decision-ready information so you spend less time consolidating and more time advising.

The reality of fractional advisory

The insight is the value. The data prep is the tax.

Financial information lives in a dozen systems. Significant time goes to consolidating and validating before any analysis begins. Issues are often identified late, after the impact has already occurred.

GLHRPAYOPSBI
Scattered client data
Accounting, payroll, HR and ops live in systems that don't talk.
-3.2pt
Hidden margin leakage
Cost and cash issues quietly compound between reviews.
Issues found too late
Anomalies surface after the impact has already happened.
Hard to scale advisory
Every new client adds prep time and stretches your week.

What our AI does today

AI that connects your systems, cites its sources and is reviewed by people.

No black-box answers. Every finding is traceable to a record in your systems and validated before it reaches a decision-maker.

  • Analysis across systems that don't normally talk

    Reconcile records from accounting, payroll, HR and operational tools into one view.

  • Answers linked back to the source

    Every finding cites the exact record, row or document it came from.

  • Explainable and reviewable outputs

    Each answer shows the inputs, the rule applied and how it was calculated.

  • Fraud, anomaly and compliance detection

    Duplicate payments, unusual patterns and policy breaks flagged against your rules.

  • Human review before important decisions

    Findings are checked by an analyst before they reach an owner, controller or CFO.

Hobasa · sample answer

Question

Why did October vendor spend jump vs. September?

Answer

October spend rose $42,180 (+18%). Two invoices from Redwood Logistics appear to be duplicates of September bills paid to the same vendor.

Sources

  • GL · Bill #INV-10442 — Redwood LogisticsOct 08
  • GL · Bill #INV-10390 — Redwood LogisticsSep 27
  • AP ledger export · rows 214–215Nov 02
Reviewed by analyst before delivery
Sample

Illustrative answer. Company names and figures are fictional.

What Hobasa surfaces

A deeper analytical layer for every client engagement.

Most CFOs start with one or two of these and expand. Each runs on top of the systems your clients already use.

'What changed and why' analysis

Move from variance tables to causal explanations across revenue, costs and margins, every period.

Cross-system reconciliation

Payroll vs accounting, HR vs finance, ops vs GL. Surface mismatches automatically, not at month-end.

Cash flow signal tracking

Early warning indicators across receivables, payables and burn, so cash issues are spotted before they bite.

Margin leakage & cost structure

Pinpoint where margin is quietly slipping, by customer, product, channel or location.

Anomaly detection

Unusual transactions and pattern breaks across financial and operational trends, flagged continuously.

Pre-board & investor prep

Structured insights, variance commentary and follow-ups packaged for the next board or investor meeting.

Ongoing cross-client review layer

One consistent review surface across your entire portfolio, with drill-downs into any single client.

Follow-up & compliance tracking

Track open items, identified issues and compliance gaps from one review to the next.

Enhances your stack

A deeper analytical layer, not a replacement for your tools or judgement.

Hobasa sits on top of the systems your clients already run, connecting them, structuring the data and surfacing what matters, while you keep working in the tools you know.

Accounting & ERP
QQuickBooksXXeroNNetSuiteSSage IntacctDDynamics 365OOracle FusionFFreshBooks
Payroll & HR
GGustoAADPRRipplingBBambooHRPPaychexWWorkdayJJustworks
Planning, BI & Reporting
EExcelPPower BIFFathomJJiravTTableauLLooker StudioCCube
Banking & Operations
PPlaidSStripeBBrexRRampBBillSSalesforceHHubSpot
And many more. Where a system has no easy export, we build a custom connection.
How it works

We do the hard part, and we keep doing it.

01

Connect

We connect your clients' accounting, payroll, HR and operational systems, including the ones with no easy export.

02

Structure

We clean and structure the data into a consistent model so every client is comparable and review-ready.

03

Surface

Anomalies, margin leakage, cash signals and advisory opportunities surface continuously, not at period-end.

04

Support

Real people support you. Hobasa is a managed analytical layer, not a tool we hand over and walk away from.

Value & ROI

Scale your practice without scaling operational complexity.

A connected analytical layer changes the economics of fractional work. Less manual preparation, earlier signals, and the room to deliver consistent, defensible recommendations across every client.

  • Reduced time spent on data consolidation and reporting
  • Faster identification of financial risks and inefficiencies
  • Improved quality of client conversations and decision-making
  • Ability to serve more clients effectively, without losing depth
  • Stronger client retention through higher-value advisory
  • Increased confidence in financial oversight and reporting
Who it's for

Built for the way fractional CFOs actually work.

Solo Fractional CFOs

Carry more clients without losing depth, with a structured review layer that runs alongside you.

Boutique advisory firms

Standardize how your team reviews clients and packages insight, from first engagement to board prep.

Outsourced finance & CAS teams

A clean handoff between bookkeeping, controllership and CFO-level advisory, with shared context.

PE & portfolio CFOs

One consistent surface across multiple portfolio companies, with drill-down into each.

Trust & security

The controls a fractional CFO has to be able to show.

  • ISO 27001 – Certified
  • SOC 2 Type II – Audit in progress, report expected in Q3
  • Data masked, access-controlled and audit-logged
  • Your client data is never used to train LLMs, or shared with third parties
  • Sub-processor list available on request
FAQ

Questions fractional CFOs ask us.

Get started

See what changed, why it changed, and what to do next.

Tell us which systems your clients run, and we'll show you what Hobasa connects and surfaces for a fractional CFO engagement.