For accountants & fractional CFOs

Add clients without adding hours.

Your practice isn't capped by strategy — it's capped by the 70% of hours that go to gathering data and formatting reports. Prosper runs that mechanical work across every client from one governed workspace, so the hours go back into advisory.

70/30 manual-to-advisory trap·8–12 hrs/week reclaimed·governed workspace per client
The ceiling

The ceiling isn't ambition. It's arithmetic.

For most fractional and CAS practices, only about 30% of a retainer's hours go to high-value advisory. The other 70% is mechanical — pulling data, formatting reports, fixing the client's bookkeeping. At ~10 hours a week per client, that ratio caps you at 3–6 clients and stops. You can't out-discipline a structural problem.

Manual today

70% of hours on data and formatting, 30% on advice. Capped at 3–6 clients before the close starts slipping.

With Prosper

Automate the 70%. Reclaim 8–12 hours a week and add 1–3 clients — same headcount, same working hours.

The leverage

The differentiator is the multi-client architecture, not the model.

Every tool calls the same AI. What changes your capacity is the workspace around it and the governance you can stand behind.

A governed workspace per client

Separate ledgers, one dashboard. No logging in and out, no cross-client mistakes — and isolation you can prove.

Batch review across clients

Approve the high-confidence work everywhere at once. Spend your attention only on the genuine exceptions.

Consolidated and standalone reporting

Per-client and across-the-book reporting from one data pool — no CSV export-and-rebuild in a spreadsheet.

Governance, not hype. The AI does the work — you keep the judgment.

When you put your name on a client's books, you need to show who changed what and when. Prosper records every decision and produces a clean, reviewable trail — the books a CPA will sign, not a shoebox. See audit-ready and how we think about trust.

Built for your practice

Find your track.

Serving solo founders too?

The founder app is the same product through a different door. If a client wants to keep their own books current between engagements, put them on Prosper too.

FAQ

Questions accountants ask first

How many clients can a fractional CFO or bookkeeper handle?

Most practitioners cap out at 3–6 clients, with 2–3 the comfortable sweet spot. The limit isn't strategic capacity — it's that roughly 70% of billable hours go to mechanical work like gathering data, formatting reports, and fixing client errors. Automate that 70% and the same week holds more clients at the same quality.

How does Prosper add capacity without adding headcount?

By automating the mechanical work across every client: bank-feed ingestion, transaction categorization, reconciliation, and report assembly — from one dashboard. Practitioners who make this shift report reclaiming 8–12 hours a week, enough to add 1–3 clients without a hire or a longer week.

Does Prosper replace my professional judgment?

No. Prosper does the mechanical 70% and produces a reviewable, audit-ready trail. You keep the judgment — what to approve, how to advise, and what goes in front of a client. High-confidence work is batched for one-click approval; genuine exceptions are surfaced for you to decide.

Can I manage separate clients without mixing their books?

Yes. Each client gets a governed workspace with its own ledger, roles, and permissions, managed from one firm dashboard. The audit trail records who changed what and when, so you can stand behind every client's books.

Add clients without adding hours.

Start a governed workspace, automate the mechanical 70%, and get the advisory hours back.