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What is FourPart?
FourPart is a workflow tool designed for fractional CFOs and advisory firms to generate 13-week cash flow forecasts, compare actuals vs plan, and adjust projections in real time. It replaces fragmented Excel workflows with a structured, repeatable system.
The Problem
The model you rebuild every week.
Advisors repeatedly reconstruct the same financial models across clients — cash flow forecasts, variance analysis, scenario planning — manually in Excel. The process is time-consuming, inconsistent, and impossible to scale. FourPart automates the workflow so the same output takes seconds, not a workday.
What Makes It Different
Built around how advisors actually work.
- 01Start from a real trial balance — the actual current position
- 02Leverage historical financial data to surface patterns and trends
- 03Generate forward-looking cash flow projections automatically
- 04Continuously update forecasts based on actual results
- 05Adjust quickly using scenario modeling and overrides
Core Workflow
Upload → Map → Model → Compare → Adjust
01
Upload
Financial data — TB and historicals
02
Map
Accounts once. Saved for every future run.
03
Model
Generate 13-week cash flow projection
04
Compare
Actuals vs forecast, period over period
05
Adjust
Roll forward. Scenario model. Export.
Where It's Going
What it becomes.
Near Term
- Improved actuals vs forecast tracking
- More flexible scenario modeling
- Export-ready client deliverables (PDF/Excel)
- Data quality controls and outlier detection
Mid Term
- Deeper operational metrics and KPI inputs
- Industry-specific modeling
- Multi-entity consolidation
- More advanced forecasting drivers
Long Term
FourPart evolves into a system that connects financial data, operational inputs, and forecasting into a unified decision-making layer for advisors.
Philosophy
How we think about building this.
Directionally correct > perfectly precise
Guide the advisor. Don't replace them.
Build systems that scale advisory work
Keep the model transparent and controllable
Who It's For
Designed for practitioners.
- Fractional CFOs managing multiple advisory engagements
- Advisory firms delivering financial analysis at scale
- Companies with at least 1–2 years of operating history