Collections
Spots overdue receivables and slow DSO, quantifies the cash trapped in aging invoices, and proposes a tightening sequence — so working capital comes back faster.
Unleash your
potential.
Break the
ceiling.
The financial command center for fractional CFOs and advisory agencies — surface the recoverable cash hiding inside every client and act on it with one click and your sign-off.
The Platform
What is The Consultant Ceiling?
The Consultant Ceiling is an automated financial-diagnostic platform that fractional CFOs and advisory agencies use to find and recover hidden cash inside their SMB clients. It reads a client's invoices, payments, and ledger, computes a live diagnosis — recoverable cash, margin drift, and collection efficiency — and turns each finding into a one-click action that runs only after the consultant approves it. Every instance is white-labeled as the agency's own private CFO command center.
Solutions
Three engines that turn a diagnosis into recovered cash
Most advisory work is finding the same leaks by hand, client after client. The Consultant Ceiling does it automatically and ranks every opportunity by dollar impact.
Payment Recovery
Identifies failed and declined card payments that are still recoverable, then retries them on approval — turning silent revenue loss back into collected cash.
Margin Leaks
Tracks gross → contribution → net margin and flags the cost category driving drift, so eroding profitability is caught and renegotiated before it compounds.
How it works
Diagnose → Decide → Act → Prove
A closed loop the consultant controls end to end — nothing touches a client's account without explicit sign-off.
Diagnose
Add a client and the engine computes a live financial diagnosis — recoverable cash, margins, and risk — in minutes.
Decide
Each lever lands in an approval queue. The consultant reviews and signs off; nothing runs automatically.
Act
Approved actions execute — collections tightened, payments retried — and report the real dollars recovered.
Prove
Every step is logged in a masked, auditable trail the agency can show its client as a regulatory shield.
Questions
Frequently asked questions
What is The Consultant Ceiling?
The Consultant Ceiling is an automated financial-diagnostic platform that fractional CFOs and advisory agencies use to find and recover hidden cash inside their SMB clients. It computes a live diagnosis for each client — recoverable cash, margin drift, and collection efficiency — and turns each finding into a one-click, approval-gated action, all under the agency's own brand.
Who is it for?
Fractional CFOs, advisory agencies, and accounting firms moving up-market into advisory. They use it to win clients with an instant financial-health diagnostic, automate the repetitive recovery work, and deliver strategic value across many clients at once.
How does it find recoverable cash?
The engine analyzes a client's invoices, payments, and ledger to surface three recurring leaks: failed card payments that can be retried, overdue receivables that can be collected faster, and margin drift from rising costs. It ranks each opportunity by dollar impact so the consultant acts on the biggest wins first.
Does it act on a client's account automatically?
No action touches a client until the consultant approves it. Every automated step is proposed in an approval queue and requires explicit sign-off, and each executed action is logged in a masked, auditable trail. The consultant stays in control at all times.
Is it white-label?
Yes. Each agency gets its own branded instance, so clients experience the diagnostics and reports as the agency's own private CFO command center rather than a third-party tool.
How much does it cost?
The Consultant Ceiling is currently in an invite-only private beta for agency principals. Pricing is shared with beta participants during onboarding.
Private Beta
Find the cash hiding in your clients' books
We're onboarding a small group of agency principals to stress-test the engine with their worst client. See the live diagnosis in minutes.