For fractional CFOs & boutique startup-finance firms

The board pack drafts itself.
Every number proves itself.

Vetori turns your client's books into a narrated board report where every figure is a live query anyone can click and verify — drafted by AI, reviewed and signed by you, delivered as an always-current link under your firm's brand.

Closed beta. Onboarding 5 founding firms — we build your first client pack with you.

reports.yourfirm.com

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Your client's board member just checked the number. It held.

Used for Monthly reporting packs Quarterly board decks Investor updates Fundraise data rooms

01 — The problem

Your reporting tool stops where the board meeting starts.

Most of the reporting cycle goes to wrangling and reformatting, not advising. And the part clients actually pay for — the narrative, in the boardroom — still gets built by hand.

The deck rebuild

10–40 hours a quarter, rebuilt by hand.

Reporting tools stop at a static PDF. The pack the board actually sees gets reassembled in Slides every cycle — same charts, new numbers, copy-paste in between. That's where traceability dies.

AI trust

86% of CFOs have caught AI inventing numbers.

Only 14% completely trust AI outputs (Wakefield/Maximor, Jan 2026). Your firm's product is its credibility — you can't sign prose you can't verify.

The silent PDF

Did they even read it?

The pack goes out as an attachment and lands in silence. No questions, no signal — no way to know whether the founder ever opened it.

02 — The difference

Every number survives being clicked.

Click any figure in a Vetori pack and the inspector opens: the query, the SQL, the rows it returned. Not buried in a footnote — in the pack itself, for everyone you invite. When your client's board member checks a number, it holds.

Deck generators write numbers as text — in independent testing, 41% of the statistics in Copilot-generated decks were fabricated (Octigen). Vetori's numbers aren't text. They're query results.

Open a live pack and click a number yourself →
MRR · April
$128,400 ▲ 8% vs last month
The query behind it
SELECT date_trunc('month', invoice_date) AS month,
  SUM(amount) AS mrr
FROM stripe_invoices GROUP BY 1 ORDER BY 1
client-books.csv · 12 rows returned Checked ✓
03 — How it works

From your client's books to the board meeting.

01

Bring the books

Works with your exports from QuickBooks, Xero, and Stripe — CSV today. Vetori detects fields, types, and time periods on its own.

month, mrr, new_mrr, burn
"2026-03", 118900, 7200, 84000
"2026-04", 128400, 9400, 86000
02

The agent drafts the pack

It explores the data and proposes the narrated report — the charts, the callouts, the story. You review, edit anything by hand, and approve. AI proposes; you sign.

Trend
Compare
Narrate
03

Publish a living link

Under your firm's brand, on your domain. Invite the founder and the board — no accounts, nothing for your client to learn. Next cycle, Update refreshes the same link.

invite="founder@client.com"
brand="reports.yourfirm.com"
access=private
04 — Built for client work

The pack your firm sends — not software your client learns.

Always current

A living link, not a stale PDF.

Publish once. Update refreshes the same link, so the pack the board opens on Thursday is current on Thursday. Private by default — invite the founder and board, revoke anytime.

White label

Your brand, not ours.

White-label portal, custom domain, your firm's theme. The pack reads as your firm's work — because it is.

No drift

Callouts that can't be wrong.

"MRR ▲ 8% vs last month" is computed from the data when the pack is built — never typed in, never hallucinated.

05 — Closed beta

We're onboarding five founding firms.

Five, because we build each firm's first client pack with them, on their client's real data — and that doesn't scale past five at once.

Your first pack, built with you

We build your first client pack together, end to end.

A roadmap shaped by your clients

Founding firms decide what we build next for their client types.

Founding pricing, locked

There's no public pricing yet. Founding firms lock their rate before there is one.

"Every fractional CFO we've talked to rebuilds the same client pack by hand, because no tool survives the board member who asks where a number came from. We built the one that does. Before we open the doors, we want five firms to prove it on real clients — so we're building the first pack with each of them, ourselves."

— Greg Laughlin · Founder, Vetori

Become a founding firm
06 — FAQ

Questions firms actually ask

What if the AI gets a number wrong?
It can't invent one. Every figure in the pack is computed by a query against your client's data, and the query is one click away in the pack itself. Nothing is shared before you review and approve it.
What does my client's board see?
A link, under your firm's brand. No account, no seat, nothing to learn. They read the narrated pack, click into any number, and verify it themselves.
What data does it work with?
Your exports from QuickBooks, Xero, and Stripe — CSV today. Vetori detects fields, types, and time periods on its own.
We already use a reporting tool. Why this?
Reporting tools stop at the static report — the actual board pack still gets rebuilt by hand each cycle, and a PDF can't answer "where did this number come from?". Vetori is the board-meeting artifact itself: narrated, verifiable, always current.
How is this different from Gamma or Copilot decks?
Deck generators write numbers as generated text — in independent testing, 41% of statistics in Copilot-generated decks were fabricated (Octigen). Vetori's numbers are query results, computed from your client's data, with the query one click away.
What does "founding firm" involve?
We build your first client pack with you, on your client's real data. You get a direct line to the founders, a roadmap shaped around your client types, and founding pricing locked in. There's no public pricing yet.
Is my client's data private?
Private by default. You invite the founder and board members individually, and you can revoke access anytime. Each pack lives under your firm's brand on your domain.
07 — Request an invite

Stop rebuilding the deck.
Start publishing the meeting.

If your firm builds board packs or investor reports for clients every cycle, we'd like to build the next one with you.

Two minutes. We reply within a few days if your firm matches the founding-firm profile.