FourPart is a workflow tool built to streamline financial analysis, cash flow forecasting, and scenario modeling for advisory engagements — replacing manual modeling so advisors can focus on interpretation and client decisions.
See how a trial balance becomes a complete financial analysis package in under a minute.
Financial advisors, fractional CFOs, and CPA practices managing multiple clients who need to deliver professional-grade financial analysis quickly and repeatably.
Advisory teams spend hours manually building cash flow models and key metrics dashboards from trial balances. FourPart automates that workflow so the same output takes seconds, not a workday.
A 13-week cash flow projection, a key metrics dashboard with narrative commentary, and export-ready Excel and PDF reports — all from a single trial balance upload.
The workflow is designed to be repeatable. Once a client's chart of accounts is mapped, every subsequent analysis runs in a single click.
Upload a CSV or Excel trial balance. The engine validates columns and date-tags the period automatically.
Smart keyword matching auto-assigns categories. Review and confirm — mappings persist for all future uploads.
Confirm starting cash, DSO, DPO, payroll, and scenario parameters. Upload optional AR/AP aging for precision.
Results render instantly. Export to Excel or PDF for direct client presentation.
Every run produces a complete financial package ready for client review.
A week-by-week projection of AR collections, AP disbursements, payroll, and recurring items. Cash runway calculated automatically.
Export → .xlsx16+ financial ratios across liquidity, leverage, profitability, and efficiency — each with an AI-generated narrative explanation.
Export → .pdfRun conservative, base, and aggressive scenarios with adjustable growth and distribution assumptions. Compare outcomes side by side.
Multi-scenario