Your second brain for finance.

Knolli helps fractional CFOs turn data chaos into board-ready clarity. Connect QuickBooks, upload your models, and get insights that save hours without losing control of your data.
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15 hrs/mo saved per client

Faster month close

5x faster variance analysis

Real-time clarity

–70% manual report writing

Automated analysis
Chosen by innovators who refuse to settle for slow.
The Problem

What's keeping fractional CFOs stuck

You're not short on expertise; you're short on leverage. Across dozens of conversations with CFOs and consultants, the same five bottlenecks appear again and again.
Data lives in silos – QuickBooks Desktop, spreadsheets, and exports that never sync.
Hours lost to manual prep – 12-week cash flow, KPI packets, unit economics, and ad hoc asks.
Dashboards without meaning – tools show numbers but do not tell you what to do next.
Security uncertainty – strict privacy, residency, and client data controls are required.
One-size tools – need industry logic, custom ratios, and white-label control.
What CFOs Say
Knolli turned my deliverables into discussions. Clients now walk into meetings already understanding the numbers.
Claudia Menendez
Managing Partner, Apex Advisory Partners
What CFOs Say
Knolli turned my deliverables into discussions. Clients now walk into meetings already understanding the numbers.
David Rowland
Founder, Northshore Financial
The Solution

Knolli makes you faster & more valuable

Every copilot is built around real CFO workflows. Instead of dashboards, you get context: variance explanations, performance narratives, and next-step recommendations.

Contextual automation

Normalize books, calculate ratios, and explain variances with plain language that reads like your voice.

Modular copilots

Cash Flow, KPI Mapper, Investor Readiness, and custom agents you can tailor per client or sector.

Flexible integrations

QuickBooks, Xero, Sheets today – Sage and NetSuite on roadmap, with CSV and PDF intake for legacy flows.

Compliance ready

SOC 2 path, HIPAA-aligned patterns, regional data residency, and private cloud options for strict clients.

Privacy by design

No training on your data. Workspace isolation. White-label deployments so your IP stays yours.

ROI you can show

Cut prep time, shrink close cycles, and convert bookkeeping clients to advisory with repeatable playbooks.
Launch CFO STUDIO

Proven copilots that scale your practice

Start with CFO-grade copilots designed to replace your manual prep work, and expand from there.
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Cash Flow Strategist

Forecast 12 weeks ahead in minutes. Instantly model inflows, outflows, and AR/AP timing so you can spot runway risks before they become problems.
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Budget & Scenario Builder

Create rolling budgets and multi-scenario forecasts without rebuilding spreadsheets. Adjust assumptions on the fly and see the full financial impact instantly.
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Finance Analyst

Normalize data from QuickBooks or Xero and generate key ratios, variance analysis, and trend commentary automatically.
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Investor Readiness

Pull together valuation metrics, capital runway, and funding scenarios into one clean narrative that’s investor-ready.
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Integrations

Work with the tools you already use

Connect live or upload files. Knolli adapts to your workflow while helping you modernize over time.
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Your financial data, connected and controlled

Knolli unifies spreadsheets, ledgers, and clients under one secure, firm-ready workspace.
Spreadsheet intake
Unified ledger model
Private cloud options
White label for firms
SECURITY YOU CAN TRUST

Client trust is non-negotiable

Knolli was built for finance teams that live under audit pressure. Every workspace is isolated, encrypted, and never used to train models.
No model training on your data
Workspace isolation with scoped access
Regional data options, including Canada
Private cloud and Azure options

With Knolli, I launched CPA Pilot in record time. CPAs now use it to work faster, serve more clients, and boost their revenue.

Harsh Mody
Founder, CPA Pilot
PRICING

Simple plans for every stage

Start small or go enterprise. Knolli supports both private and public copilots so you can launch exactly how you want.
Monthly billing
Annual billing
Save 20%

Starter

All the essentials to automate reporting, forecasting, and client meetings.
$49/mo
Billed monthly.
Get Started
1 client workspace
1 admin user
Unlimited end users
10,000 credits/mo
Knolli branding
Premium integrations
100MB of knowledge
AI chat + email support

Growth

For CFOs managing multiple clients with shared templates and reusable models.
$199/mo
Billed monthly.
Get Started
5 client workspaces
5 admin users
Unlimited end users
50,000 credits/mo
Custom branding
Premium integrations
1GB of knowledge
Live chat + email support
Custom domain with Knolli auth

Business

For growing practices that need automation, collaboration, and firm-wide analytics.
$499/mo
Billed monthly.
Get Started
15 client workspaces
20 admin users
Unlimited end users
200,000 credits/mo
Full white-labeling
Custom integrations
5GB of knowledge
Live chat + email support
Custom web and email domain
Premium onboarding

Enterprise

Custom deployments, private cloud hosting, and dedicated client environments.
Custom
Billed monthly.
CONTACT US
Unlimited client workspaces
Unlimited admins
Unlimited end users
Use your own models
Custom front-end
Custom integrations
Unlimited data
Custom success manager
Private cloud or on-prem deployment
Custom onboarding & training

Starter

All the essentials to automate reporting, forecasting, and client meetings.
$39/mo
Billed annually.
TRY NOW
1 client workspace
1 admin user
Unlimited end users
10,000 credits/mo
Knolli branding
Premium integrations
100MB of knowledge
AI chat + email support

Growth

For CFOs managing multiple clients with shared templates and reusable models.
$159/mo
Billed annually.
TRY NOW
5 client workspaces
5 admin users
Unlimited end users
50,000 credits/mo
Custom branding
Premium integrations
1GB of knowledge
Live chat + email support
Custom domain with Knolli auth

Business

For growing practices that need automation, collaboration, and firm-wide analytics.
$399/mo
Billed annually.
TRY NOW
15 client workspaces
20 admin users
Unlimited end users
200,000 credits/mo
Full white-labeling
Custom integrations
5GB of knowledge
Live chat + email support
Custom web and email domain
Premium onboarding

Enterprise

Custom deployments, private cloud hosting, and dedicated client environments.
Custom
Billed annually.
TRY NOW
Unlimited client workspaces
Unlimited admins
Unlimited end users
Use your own models
Custom front-end
Custom integrations
Unlimited data
Custom success manager
Private cloud or on-prem deployment
Custom onboarding & training

Automate the work that slows you down.

Save up to 10 hours a week with AI copilots built for fractional CFOs. Forecast, analyze, and deliver insights, all in one workspace.
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BOOK A DEMO
GET THE ANSWERS YOU NEED

FAQs about Knolli Fractional CFO Studio

Everything you need to know about how Knolli fits into your workflow.
What is Knolli and how does it help fractional CFOs?
Knolli is an AI workspace that automates financial prep, forecasting, and reporting. It connects to your accounting tools and turns raw data into ready-to-present insights in minutes.
Do I need to know how to code or train models?
No. Knolli is fully no-code. Each copilot is prebuilt for CFO workflows and can be customized without any technical setup.
How is this different from ChatGPT or Excel add-ons?
Knolli understands financial data. It works with your actual systems, applies your mapping and logic, and produces consistent, audit-traceable outputs.
Can I connect my existing systems?
Yes. Knolli integrates with QuickBooks, Xero, and Google Sheets, with support for CSV uploads and custom enterprise integrations. Sage and NetSuite are coming soon.
Is client data private and secure?
Yes. Data never leaves your environment or trains external models. Knolli follows SOC 2 and HIPAA-aligned standards for full data integrity.
How long does setup take?
Most CFOs connect their first client and create reports in under a day. Each new client setup is even faster.
Can I white-label Knolli for my firm?
Yes. You can brand the workspace with your logo, colors, and domain for a seamless client experience.
What kind of ROI can I expect?
CFOs typically save 8–12 hours a week by automating prep, forecasts, and reports, and firms see higher margins with no extra headcount.
Have more questions?
CONTACT SUPPORT