For fractional CFO firms

Every client's board pack, done your way.

Mycel is an AI team for fractional CFOs. It pulls each client's month from their books, writes the variance commentary the way you would, and keeps the pack waiting for your yes.

First client-work deliverable free, no card. Plans from $19/month.

  • QuickBooks
  • Xero
  • Gusto
  • Stripe
  • Google Sheets
  • Google Drive
  • Gmail
  • slack
  • Zoom
  • Notion

Twelve clients means twelve board packs.
Mycel carries the synthesis with you.

Another trial balance to pull. Another variance to explain at midnight. Another runway question from a founder. The practice grows only as fast as the month-end deck can.

Model the time in your monthly client work.

45 hours

potentially freed each month, 6 of your 22 working days: if review takes a quarter of the writing time.

What your clients already get from you.
Prepared the way you prepare it.

  1. Monthly board pack

    monthly

    Budget against actual for every line that matters, each variance over your threshold explained in a sentence the CEO can repeat.

  2. 13-week cash flow forecast

    weekly

    Receipts and payments rolled forward from the books, the low point named, and the runway in months.

  3. Budget vs actual review

    monthly

    Where the month landed against plan, why, and the two decisions it puts in front of the founder.

  4. Lender and investor updates

    quarterly

    Covenant figures, KPIs and the narrative, in the format the bank or the board already expects.

  5. Missing-data chasing

    until it arrives

    Asks the client's bookkeeper once, with a date, for the accrual or the reclass the pack depends on.

  6. Fee invoices

    monthly

    Your retainer invoiced when the pack is accepted, with a pay link and polite reminders.

September-board-pack.pdf

Crestline Robotics · September board pack

Prepared Oct 8 · from QuickBooks · in your format

Revenue vs budget
$1.42M (+$70k)
Gross margin
47.0%
Opex vs budget
$610k (+$30k)
Runway at current burn
15 months

Opex variance is two unbilled contractor invoices and freight; flagged for the CEO, not the board.

Waiting for your approval

Approve and send

Start with work you already owe a client.
Mycel does it the way you do.

Describe one job, add the client's files and a past example if available, then set your delivery rules. Keep the methods for next period.

  1. 01

    Name the client work.

    What you owe the client, and when it is due.

  2. 02

    Add the client's files.

    Include a past example you've accepted, if available.

  3. 03

    Open the checked work.

    Review, edit, and resolve requests for missing information.

  4. 04

    Deliver under your rules. Repeat.

    Set delivery rules and methods to reuse next period.

Explore the sample firm

Your firm’s favorite hire

Delivered under your firm's name

The CEO opens the pack in a portal with your name on it: the summary, the numbers, Accept.

Gets your retainer paid

Accepted work invoices itself with a pay link, and late ones get a polite reminder.

Chases the bookkeeper

Asks once, with a date, for the accrual or reclass the pack is waiting on.

Learns how you explain a variance

Edit the commentary once and the way you say it holds for that client from then on.

Answers like your team

Ask which packs are late, whose runway is under twelve months, or who owes you, and get it straight.

Connect once, deliver every month
with the tools you already use

  • Gmail

    Chase what's missing

  • QuickBooks

    Close the books

  • Stripe

    Bill accepted work

  • HubSpot

    Report from the CRM

  • Google Drive

    Read the client's files

  • Slack

    Answer when you @Mycel

  • Google Calendar

    Book the review call

  • Xero

    Reconcile the month

Sign in once. Mycel reads only what the job needs, and nothing is sent or changed until you say so. We never hold your passwords.

From $19/month. Choose your capacity.

Solo

$19/month

7 days free, then $19/mo

2 clients

Start with one job
Clients included
2
Each extra client
Businesses
1
Seats
1
Jobs a month
90
AI capacity
1×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Email

Practice

$69/month

7 days free, then $69/mo

5 clients included, then $15/mo each

Start with one job
Clients included
5
Each extra client
$15/mo
Businesses
1
Seats
2
Jobs a month
300
AI capacity
3×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Email

Studio

$129/month

7 days free, then $129/mo

10 clients included, then $15/mo each

Start with one job
Clients included
10
Each extra client
$15/mo
Businesses
2
Seats
3
Jobs a month
600
AI capacity
6×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Email

Firm

Recommended

$219/month

7 days free, then $219/mo

20 clients included, then $12/mo each

Start with one job
Clients included
20
Each extra client
$12/mo
Businesses
3
Seats
5
Jobs a month
1,200
AI capacity
10×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Priority

Agency

$699/month

7 days free, then $699/mo

60 clients included, then $9/mo each

Start with one job
Clients included
60
Each extra client
$9/mo
Businesses
10
Seats
15
Jobs a month
5,000
AI capacity
33×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Named contact

Done with you

$2,500one time

We set up your services in your format, bring your clients and files in, and run the first month with you until the work goes out without us. Includes your first month of Firm.

Book a call

First deliverable free, no cardPlan trial: 7 days free, card requiredAI included, work pauses at your plan's limitCancel any time

Trial, billing, and work limits

No card for your first deliverable. Plans start with seven days free: we take a card then and charge nothing until day eight.

A job is one piece of work done.

AI usage is included in your plan; AI capacity is shown against Solo's. Work pauses at the plan's limit; there are no AI overage charges.

Answers for fractional CFO firms.

Rather talk it through first?

Bring one kind of client work. We will walk through what it needs and whether Mycel fits your firm.

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