It should not all live in your head.
You are the only thing connecting your business.
Fractals connects every account, document and person around each client into one shared record. Everyone works from the same data, and so does every AI you use.
You stop being the one holding it all.
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I
Every account, document and person around a client lives in one shared record.
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II
A new advisor starts with the full history on day one, not a box of files.
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III
The bank, the accountant and the insurance agent see the same numbers you do.
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IV
When an advisor moves on, the work stays with you. It was always your record.
Fractals connects each client’s accounts, documents and people into one record, and every AI you use works from it.
- Your own email accounts connect to your portal. Each client’s banks, bookkeeping and other tools connect to that client’s record.
- You choose what connects, and who sees what.
- Your AI tools connect through MCP, an open standard.
The Finance Edition, for CFOs, accountants and treasurers.
- Your practice gets its own private portal, with one shared record for each client. Everyone you work with on a client works from the same data.
- If you are one of the first 10 on the launch offer, you get a free Business Continuity Navigator™ for the first year.Business Continuity Navigator™ is a product of our partner, the Financial Firefighter™. continuitybrief.com
The Finance Edition launch offer
$3,500Setup, once
$500Every month
Launch price lock: your $500 a month stays locked for 2 years.
Refer another practice and get $200 off your monthly fee for 6 months.
Sign up to learn more.No payment, no commitment.
What you get
- Your practice’s own private portal, set up with you.
- One shared record for each client: every account, document and person.
- The AI tools you already use, working from that record. No AI tools yet? We set them up with you. You choose what each one can see.
Large companies keep finance, legal, compliance and governance in house. A small business rents each one from outside experts, and the owner is the one connecting them all.
Fractals is built for the owner-operators of those practices: each kind of practice gets its own edition, and every edition works from the same shared record.
Finance Edition
Financial leadership, accounting, treasury, banking, wealth and insurance.
Legal Edition
Business law, estate planning and employment law.
Compliance Edition
Regulatory, risk and data privacy.
Governance Edition
Boards, succession and ownership.
Tell us which edition fits your practice when you sign up.
Private. Connected. Yours.
Sign up to learn more.No payment, no commitment.