Don't review every client. Review what changed.
Telos reviews all of them for you, catches cash, runway, and AR problems between closes, and hands your team the work already done.
Less manual review, earlier detection, and senior finance talent spending its hours on advisory instead of hunting for issues.
Continuous financial oversight across every client you serve.
Confirm financing timing before runway falls below 30 days.
Every new client adds review work before it adds margin.
As the roster grows, more of your team's week goes to working through accounts that are operating normally, rebuilding the same reports, and deciding where senior attention actually needs to go.
Manual review
Your team works through every client's numbers by hand, even when most accounts are fine.
Blind spots between closes
Books only get a real look at month-end, so cash and runway problems have usually been building for weeks by the time anyone sees them.
Senior-team bottlenecks
Experienced finance talent spends its hours finding problems instead of solving them.
Know what changed. Understand why. Get it handled.
Telos reads each client's ledger continuously, explains the risk in plain terms, and hands back the follow-up already prepared.
See every client's position
Cash, runway, and burn across the whole portfolio in one view, without opening separate reports, spreadsheets, or systems.
Surface the risk that matters
Unusual movements, cash and runway concerns, AR concentration, missing information, and reporting gaps, caught as they emerge.
Petal & Pine fell below one month after a 4× inventory build.
Northwind Ledger now has $82K sitting past 60 days.
Get the work back done
Drafted follow-ups, prepared client requests, and a client-ready summary, staged for your team's approval.
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Grow the firm without growing overhead at the same rate.
More clients per reviewer
Stop spending the week on healthy accounts. Your team works exceptions.
Standardized oversight
Every client's numbers get the same review, so nothing slips as the portfolio grows.
Proactive advisory
Reach clients with a specific finding and a recommended action before month-end, not after.
Telos runs alongside your existing systems. Nothing is replaced, and there is no new workflow for the team to learn.
A better experience for the businesses you serve.
Scaling a firm shouldn't make clients feel like a number. When your team catches issues earlier and responds faster, every account gets the attention that keeps it, and keeps the referrals coming.
Proactive, not reactive
Clients hear about issues early, with a clear explanation and a recommended action, instead of a surprise at close.
Faster response
Requests, documents, and follow-ups move the same day rather than waiting on a reporting cycle.
Consistent attention
Every business gets the same rigorous review, not just the largest accounts on the roster.
Fewer repeated asks
Open items live in one place, so clients aren't chased twice for the same information.
The result is a finance partner clients stay with, which is what makes a firm worth scaling in the first place.
Run the books for several entities?
The same view works when you own or manage the books yourself, not a firm. A church and its daycare, a restaurant group, a handful of properties each in its own LLC. Connect every entity, see the whole picture in one place, and get told what changed.
Plans start at $249 a month for three entities.
Talk to usRun a more scalable finance firm.
See how Telos standardizes client delivery, catches issues earlier, and lets your team serve more businesses without proportional overhead.