For Fractional CFOs

White Label AI Analytics for Fractional CFOs

Don't just report the numbers.
Connect them. Explain them. Own them.

Give every client a branded dashboard and AI analyst that connects their financials, pipeline, and operations into one place - and explains what it all means. You stay strategy-focused and it gets built in hours, not weeks.

Start for Free See a short demo
<1hr
Client dashboard live
<15m
Client onboarding
100%
Your brand, not ours
Acme Manufacturing - CFO View Live
Revenue MTD
$412K
▲ 9.2% vs last mo.
Gross Margin
61.4%
▼ 1.1pts
Cash Runway
8.2mo
▲ 0.4mo
Revenue - Last 7 Months
OctNovDecJanFebMarApr
★ AI Analyst
"Why did gross margin dip this month?"
Margin dropped 1.1pts due to a 12% increase in raw material costs from two suppliers. Revenue growth is outpacing the impact - no action needed yet, but worth flagging on your next call.
The CFO Problem

You're hired to think strategically.
You're spending time building reports.

The data is always in six different places. The client always has questions between calls. And the tool you use to pull it together wasn't built for fractional CFOs - it was built for in-house accountants.

🗂️

Data scattered across five tools

QuickBooks for the books. Stripe for billing. Gusto for payroll. HubSpot for pipeline. Stitching it together before every client meeting takes hours - every time.

📊

Reports, not answers

Your client looks at the P&L and asks "why?" You know the answer, but they can't get it without calling you. Every routine question pulls you away from higher-value work.

⏳

Setup takes weeks per client

Every reporting tool you've tried has a learning curve, a configuration phase, and an onboarding call. Multiply that by 8 clients and you've lost a week before a single dashboard is live.

With Pineapple Analyst

What your practice looks like
with an AI analyst behind you

Without Pineapple Analyst
  • ✕Manually pulling data from QuickBooks, Gusto, and Stripe before every client meeting
  • ✕Clients emailing you between calls for updates you could have automated
  • ✕3-week setup process every time you add a new client
  • ✕Delivering data in spreadsheets that don't reflect your brand or expertise
  • ✕No visibility into what your client is looking at or asking about
With Pineapple Analyst
  • ✓All data sources unified automatically - your client prep is a 10-minute review
  • ✓Clients ask the AI analyst their routine questions - you get a call when it actually matters
  • ✓New client dashboard live in under an hour - start delivering value the same day
  • ✓Fully branded client portal under your firm's name - never ours
  • ✓Your clients log in every day. Your name is on the tool they rely on most.
How It Works

From data connection to client dashboard
in under an hour

No data engineers. No weeks-long implementations. No technical expertise required on your end or theirs.

1

Connect your client's data

Link QuickBooks and more in a few clicks. We handle the ETL and data warehouse automatically.

2

Branded dashboard builds itself

Pineapple Analyst reads what it finds and auto-populates KPIs, charts, and financial summaries under your firm's brand. No configuration required.

3

Customizable AI Analyst builds itself

A fully configured AI Analyst is built automatically from your client's data - ready to answer questions in plain English. You can customize it to reflect your client's goals and context.

4

Client is live

Send the link. Your client logs in, sees their numbers, and has an AI analyst ready to answer questions. You get the credit.

The Client Experience

Your client's finance command center - branded as yours

Every client gets a real-time dashboard that pulls from all their connected sources. Cash position, revenue trends, payroll costs, pipeline, and more - unified in one view. And when they have a question, they ask the AI analyst instead of calling you.

  • ✓Real-time KPIs from QuickBooks, payroll, and more - no manual refresh
  • ✓AI analyst answers questions in plain English using their actual data
  • ✓Cross-source insights that no accounting-only tool can produce
  • ✓Cash runway, burn rate, and 90-day forecast - always current
  • ✓Your brand on every page - logo, colors, your firm's name in the URL
cfodash.yourfirm.com/acme
Acme Manufacturing
Financial Overview • May 2026 • Live
Revenue MTD
$412K
▲ 9.2% vs Apr
Gross Margin
61.4%
▼ 1.1pts
Cash Runway
8.2 mo
▲ 0.4 mo
Payroll / Rev
28.1%
Stable
Monthly Revenue - Last 7 Months
Nov
Dec
Jan
Feb
Mar
Apr
May
★ AI Analyst
"What's driving the revenue growth this month?"
Revenue growth is primarily from your top 3 accounts, which are up 22% combined. New customer acquisitions this month added $38K - consistent with the pipeline activity seen in Q1.
What Your Clients Experience

The analyst they never thought
they could afford

And when they have a one-off number question, they can get a quick, accurate answer from the custom AI analyst so you stay in the strategic role.

💬

Ask anything, get a real answer

Clients type questions in plain English - "why was March slow?" or "can we afford to hire?" - and get answers from their actual data, instantly.

AI Analyst
📈

One view of the whole business

Financials, payroll costs, pipeline health, and revenue trends - all in one place. Not four different logins. Not a spreadsheet. One dashboard that shows the full picture.

Unified Data
🔔

Their numbers, always current

Daily data refresh means the dashboard they check on Monday morning reflects what happened Friday. No waiting. No manual updates. No stale reports.

Daily Refresh
FAQ

Questions fractional CFOs ask us

If you're evaluating Pineapple Analyst for your practice, these are the answers your colleagues asked first.

Pineapple Analyst is a white label AI analytics platform built for fractional CFOs who want to deliver real-time, branded client dashboards without becoming data engineers. It connects your clients' existing data sources - QuickBooks, payroll, CRM, and more - into a centralized database, builds dashboards automatically, and gives clients an interactive AI analyst they can ask questions in plain English. You get the credit. They get enterprise-grade analytics.
Every one of those tools was built for accountants delivering financial reports. They pull from QuickBooks or Xero, produce beautiful P&Ls, and stop there. Pineapple Analyst connects the whole business - financials plus payroll, CRM, e-commerce, and more - and gives clients an interactive AI analyst they can actually ask questions. Reach's own users are publicly asking for CRM and payroll integrations. Nobody in that category has answered it. We did.
Client onboarding takes under 15 minutes. You connect their data sources, we handle the rest - ETL pipelines, data warehouse, dashboard build, AI analyst setup. The client dashboard is live in under an hour. Compare that to 3-6 weeks for a typical BI implementation. Speed of deployment is core to how the product was built - not a feature we bolted on.
Yes - completely. Your logo, your colors, your firm's name. Clients never see Pineapple Analyst. White-label is included in the consultant tier, not an upsell. Your brand is the one on the tool your client logs into every day - which is exactly how it should be.
The AI analyst answers questions in plain English using your client's actual connected data. Clients can ask things like "why was March slower than February?", "which product line is most profitable?", or "what happens to cash position if we hire two people in Q3?" - and get specific, data-backed answers. It's not a report generator. It's an analyst that can be asked follow-up questions. No other tool in this category offers interactive, client-facing AI at this price point.
We're launching with QuickBooks Online as our anchor integration, with more sources on the way. If your client needs a source we don't support yet, we build custom connectors on request. You pay a one-time build fee - your client gets exactly what they need, and we expand the product.
Pricing is per data source connection, per client. Our consultant tier gives you white-labeled access to deploy Pineapple Analyst for your client base - most fractional CFOs add a margin on top and include it as part of their service offering. It becomes a revenue generator, not a cost you absorb. We offer a free trial so you can see it working with a real client's data before you commit.
None. Clients log in, see their dashboard, and can ask the AI analyst questions in plain English. There's nothing to configure, no training required, and no learning curve. If they can read a sentence, they can use it. The technical complexity is entirely on our side - which is the point.
Start for Free

Your clients can have an AI analyst
in under an hour.

Deploy your first branded client dashboard today. No data engineers. No weeks-long setup. No credit card required.

Start for Free See a live demo