Unified Intelligence Layer for Fractional Consultants
For Strategic Advisors by Strategic Advisors.
Give every client one dashboard, one AI analyst, and one source of intelligence that explains their whole business. Need it built differently? Describe what you want and it builds it. Live in under 5 minutes, not weeks.
14-day free trial · No credit card required
Revenue is up 10.1% - but open pipeline dropped 18.3% last month. If that trend holds, Q3 revenue could soften. Worth reviewing your HubSpot deal activity to see where deals are stalling.
The revenue math
Giving every client a live dashboard and their own AI analyst changes what you can charge, how many clients you can carry, and how long they stay. Here's exactly where the growth comes from - and a calculator so you can check it against your own book.
The fastest lever, because it needs no new logos and no new sales calls. A rate conversation is hard when you're delivering the same report you delivered last month. It's a lot easier when the client has a live dashboard built around what their business actually cares about - because you described it in a sentence, not because they got the same template as everyone else.
Most firms sell one thing. Now you can sell three - your core service alone, your service plus the dashboard and AI analyst, or all of it plus your advisory. That middle tier is where price-sensitive clients land instead of churning. And at the top, load their forecast in alongside actuals - budget-vs-actual with an AI that explains the variance is a real advisory deliverable, and it's a prompt, not a project.
The reporting builds itself and refreshes daily. No pulling exports, no rebuilding the same deck twelve times, no two hours of prep before every client call. Even the custom work isn't work - you don't build a dashboard, you ask for one. That reclaimed capacity is the difference between growing your client count and growing your payroll.
A monthly report is replaceable. The advisor who caught the $3,200/mo subscription stack nobody had reviewed in two years is not. The dashboard puts those catches in front of you every month, and the client sees you finding them. Retention isn't in the calculator below - it quietly multiplies every line in it.
Change the inputs to match your practice. Every assumption is visible and editable - nothing is hidden inside the multiplier.
This is an illustrative model built from the assumptions listed above, not a guarantee of results. Your numbers will depend on your client mix and how you package the offer. Retention is deliberately left out of the math - it lengthens the lifetime value of every line above.
Customizable by default
White-label comes standard here, not as an upcharge. So does customization. If the default view isn't what a client needs, you describe what you want and it builds it. No BI tool, no support ticket, no implementation call.
A page built around one client's unit economics. A view that ignores three accounts they never look at. Their forecast next to actuals with variance called out. Plain English in, live dashboard out. Build a view once and reuse it across every client it fits.
Your logo, your colors, your firm's name front and center. Competitors sell white-label as a paid add-on or a higher tier. Here it's how the product ships. Your clients never see our name anywhere.
Your client asks why margin slipped last quarter. You ask it anything you want ten minutes before you walk into their meeting. Every competitor generates commentary at the client and stops - output you still have to package and deliver yourself.
Advisors here don't build anything. They prompt.
What consultants are saying
We've been partnering with Pineapple for a couple of years now and it's been a game-changer for our business and our clients. Highly recommend!
Brad
Sourced Bookkeeping & Consulting
Working with Pineapple has been an outstanding experience. The dashboards they've created for us have significantly enhanced our reporting capabilities and delivered tremendous value to our clients. Their team feels like a true partner!
Elizabeth
Nexagy CFO
If you have any reporting needs that you're struggling to create internally, don't walk, run to have a conversation with Pineapple. We couldn't be happier. The project was on time and on budget with clear communication through the process.
Broc
Pair PEO
Pineapple Analyst is the unified intelligence layer for fractional consultants. Your clients' financials, pipeline, and operations live in different tools and tell disconnected stories. We bring it all together - one dashboard, one AI analyst, one source of intelligence that explains their whole business.
We handle the technical side: connecting data sources, building dashboards, deploying an AI analyst your clients can actually talk to. And when a client needs something different, you describe it in plain English instead of building it.
Your brand is on it. You get the credit. Live in under 5 minutes, not weeks.
Who it's for
Pineapple Analyst is designed for fractional consultants that want to be AI-forward and data-driven with their clients, without needing AI expertise.
Deliver real-time financial dashboards and an AI analyst to every client - under your brand, in under 5 minutes.
Go beyond the monthly close. Give clients live visibility into their numbers without adding hours to your workload.
Differentiate your practice with a branded AI analyst that turns your client's financial data into strategic conversations.
Show marketing ROI, pipeline performance, and campaign impact in a single branded dashboard your clients check daily.
Fully customizable - you prompt, you don't build
Every competitor ships you a fixed template and calls it a product. Here the template is a starting point. Describe the page, the metric set, or the forecast view you want and it gets built - no BI tool, no ticket, no waiting on us. Build a view once and reuse it across every client it fits.
Clients get an analyst, not just a dashboard
Your clients ask questions and get instant, data-backed answers in plain English. And it runs both directions - you can ask it anything ten minutes before their meeting. Nobody else lets clients chat with the AI at all.
Increase value and revenue per client
Move from reporting what happened to advising on what to do next. Raise rates on existing clients, open a new tier, and carry more clients on the same hours. Bundle it in and charge a margin on top - this is a revenue generator, not a cost you eat.
Your clients' data is disconnected. You can fix that.
Every tool your client uses tells a different story. QuickBooks shows what happened. HubSpot shows pipeline. Payroll lives somewhere else. You're the one who connects the dots - and now you have a platform that does it automatically.
Speed is built into the data model
Every competing product has an implementation phase - chart of accounts mapping, training sessions, onboarding calls. We load a client in under 5 minutes and the dashboards update themselves. That speed isn't a feature - it's how the business model works.
Increase client retention
Clients who log into a dashboard you built don't leave. Give them something they'd miss - and they'll stick around longer.
Pineapple Analyst vs. the alternatives
BI tools make you build the dashboard yourself. FP&A platforms are built around one company's planning cycle, not a book of clients. Claude with a QuickBooks connector only works inside your own session. Pineapple Analyst is the white-label analytics platform built specifically for fractional consultants who need a live, branded, customizable dashboard for every client - not just for themselves.
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What you need
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Tableau / Power BI / Looker Studio
General-purpose BI tools
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FP&A platforms
Planning and forecasting suites
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Built for this
Pineapple Analyst
Built for fractional consultants
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Claude + QuickBooks
AI chat with a live connector
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| Get a new client live | Days to weeks - chart of accounts mapping, template config, training sessions | Weeks - model build, account mapping, and usually a paid implementation consultant | Under 5 minutes | Fast for a single chat, but nothing that can be handed to a client |
| Customize a client's dashboard | Every chart is built by hand, then rebuilt again for the next client | Template changes route through their team, a consultant, or a change request | Describe it in plain English and it builds - reuse the view across clients | Output is a chat reply, not a dashboard you can shape and publish |
| Show my client their whole business in one spot | Possible, but every join, model, and relationship is built by hand, per client | Finance-first by design - non-financial sources are out of scope or a custom integration project | Sources connect automatically into one picture | One connected source at a time, tied to a single session |
| Give each client their own dashboard | No built-in way to spin up a client view - each one is a manual rebuild | Priced and architected around one company, not a portfolio of clients | Deploy a custom dashboard per client, in minutes | Not possible - output only lives inside a single session, clients have no way in |
| Let my client ask their own questions | No conversational layer - clients only see the report they're sent | Built for the finance team. Clients receive output, they don't explore it | Clients get their own AI analyst - and so do you | Questions can be asked, but the client never sees the conversation |
| Keep my brand in front of my client | Limited - clients see the tool's own login and chrome, not the firm's | Rarely white-labeled, and an enterprise-tier add-on when it is | Fully white-labeled, included at every tier | Clients would see Claude's brand, not the firm's |
| Do this without becoming a data engineer | Not really - real data modeling and query skills are required | Requires modeling skill and ongoing upkeep of the plan structure | Just connect the data - no technical skill required | Easy to chat with, but turning it client-facing takes real engineering work |
BI platforms are excellent at what they're built for - deep, custom analysis in expert hands. FP&A platforms are strong planning tools for a single finance team. Claude + QuickBooks is a powerful personal workflow. Pineapple Analyst is the only one of the four built to hand a live, branded, customizable analyst to every client you have.
Everything you need to know before getting started.
Pineapple Analyst is the unified intelligence layer for fractional consultants. Your clients' financials live in QuickBooks, their pipeline in HubSpot, their operations somewhere else - and none of those tools talk to each other. We connect all of it into one place, build a branded dashboard automatically, and deploy an AI analyst your clients can actually talk to. You get the credit, in minutes rather than weeks.
Four levers. You can raise rates on existing clients, because a live custom dashboard is a different deliverable than a monthly report. You can open a middle tier for price-sensitive clients instead of discounting. You can carry more clients on the same hours, since the reporting builds itself. And clients who log in every week stay longer. Run the numbers against your own book with the calculator higher up this page - every assumption is visible and editable.
Fully customizable, and it's the part no competitor matches. The templates are a starting point, not a ceiling. Want a page built around a client's unit economics, a view that ignores three accounts they never look at, or their forecast sitting alongside actuals with variance flagged? Describe it in plain English and it gets built. You aren't learning a BI tool or waiting on us, and you can build a view once and reuse it across every client it fits.
Under 5 minutes per client. Connect their data source and the dashboard plus AI analyst are built and live - no configuration, no chart-of-accounts mapping, no weeks-long implementation. Rolling out your whole book is an afternoon, not a quarter. Customizing a view afterward is a sentence, not a project.
Fair question, and the right one to ask. The AI analyst answers from your client's connected data only - it isn't guessing from general knowledge or inventing figures from outside their books. It's built to handle the routine "what happened and why" questions, not to replace your judgment on anything that matters. You control what's published, you see the same dashboard your client sees, and you're still the one in the room for the real decisions.
QuickBooks Online and HubSpot are live now, with more connectors actively in development. If your client's data source isn't supported yet, reach out - we build new connectors on demand, and clients who need a custom connection pay a one-time fee to get it built. Every connector we build expands the platform for everyone.
Fractional executives and firms who deliver analytics as part of their client engagements - fractional CFOs, bookkeepers, accountants, and fractional CMOs. It gives you enterprise-grade analytics infrastructure you can deploy for clients without a data engineering team or a months-long setup process.
A natural language interface built into every client dashboard, and it works in both directions. Your client can ask questions about their business in plain English - "What drove the revenue dip in March?" or "Which customers are most at risk of churning?" - and get instant, data-backed answers. You can use the same analyst to prep before a client meeting: ask it what you should raise, and it pulls the answer from their live numbers.
BI tools like Tableau, Power BI, and Looker Studio are built for one analyst to build and maintain reports by hand, with no native way to publish a branded dashboard per client. FP&A platforms are architected and priced around a single company's planning cycle, not a portfolio of clients, and are rarely white-labeled. AI chat with a QuickBooks connector is a great personal workflow, but the output lives in your session - there's no way to publish it, combine sources, or let your client ask their own follow-ups. Pineapple Analyst is built client-facing from the start.
No. The client-facing interface is designed for business owners and operators, not data analysts. Clients can explore dashboards visually or ask the AI Analyst questions directly in plain language. No SQL, no pivot tables, no training required.
Yes, and it's included at every tier rather than sold as an add-on. Your logo, your colors, your firm's name. Your clients experience a polished analytics product you delivered to them, not a third-party tool they were handed a login to. They never see our name.
Pricing is per client, and the per-client rate drops as you add more. Plans start with a 14-day free trial and no credit card required. See full pricing details, or start free and look around first.
Yes. Data is encrypted in transit and at rest, each client gets their own isolated data warehouse, and tenant isolation is enforced at three independent layers. Your data is never used to train AI models. Full detail - encryption, isolation architecture, what is and isn't sent to the AI, and retention - is on our security page.
We've written up exactly how data is stored, encrypted, isolated between clients, and handled by the AI - in plain language, not marketing copy. Worth five minutes before you connect a client.
Read the security overviewOne source of intelligence. Every client.
Start for free. No credit card required. No AI expertise needed. There's a demo client pre-loaded if you'd rather look around before connecting a real one.
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