Finance retainers
Every planA monthly fee, included hours or days and a recurring invoice each period. Rollover and retainer analytics come with Business.
More on Finance retainers →For fractional CFOs, FDs and finance consultants
Practice management for fractional CFOs and finance consultants
Ambital gives fractional CFOs, FDs and bookkeepers one place to run month-end retainers for several clients: a repeating close schedule, board packs sent for sign-off, decision records, retainer hours, invoices that sync to your accounting software and a forecast for your own practice.
Most fractional CFOs choose Business · £59/month
Sound familiar?
Where month-end retainers usually strain
“Three clients' closes land on the same day.”
Month-end tasks repeat each period and sit on My Schedule across your week, meetings included, so you see the clash before it happens.
My Schedule and recurring tasks →“The board pack was approved by email, somewhere.”
Send the pack for approval. The client signs off in the portal or from an email link, and the version they approved is the one on file.
Approvals →“Your own numbers are the last ones you look at.”
Booked work, weighted pipeline and targets sit in a forecast against your goal for the year, and invoices sync to your accounting software so paid means paid.
Forecasting and accounting sync →What you'll use
The features fractional CFOs open first
Everything else in Ambital is there when you need it. These are the features that matter from week one.
Invoicing and accounting sync
From BusinessRaise invoices from retainers, fees and time, and sync them with your accounting software (Xero today, with FreeAgent and QuickBooks coming) so sent and paid statuses flow through without re-keying.
More on Invoicing and accounting sync →Forecasting and scenarios
From BusinessBooked work, pipeline and targets month by month against your goal. Build scenarios and compare them side by side.
More on Forecasting and scenarios →Approvals
From BusinessBoard packs and reports sent for sign-off with versions. The client approves from an email link, or in the portal on Business Pro and above.
More on Approvals →
My Schedule
Every planMonth-end tasks for every client planned across your week, with meetings included.
More on My Schedule →Companies House lookup
Every planAdd a client from Companies House and their registered company details fill themselves in.
More on Companies House lookup →A week in Ambital
Three closes, one board pack, invoices in the books by Friday
- MondayAmbi's briefLarkspur's close starts today, the Harbourline board pack is due Thursday and one invoice is overdue.
- TuesdayCloseWork through Larkspur's month-end tasks and log the hours against the retainer as you go.
- WednesdayBoard packUpload the Harbourline pack and send it for approval. The finance director signs off from an email link.
- ThursdayBoard meetingThe transcript files to the project and the funding decision goes in the decision log.
- FridayInvoices and forecastRetainer invoices go out and sync to your accounting software. The forecast shows next month booked and the gap to your goal.
Client names are fictional, from Ambital's demo organisation.
Set up for your kind of work
Start a project from what it's for
Choose one of these when you create a project and Ambital sets the billing model, tabs, phases and integrations for you.
Finance questions
Straight answers
- Does Ambital replace my accounting software?
- No. Ambital raises invoices and syncs them with your accounting software (Xero today, with FreeAgent and QuickBooks coming), so your accountant keeps working where they already do while you see billing, margin and forecasts alongside client work.
- Can month-end tasks repeat every month?
- Yes. Recurring tasks come back each period, and My Schedule plans them across your week alongside meetings for every client.
- Can clients approve the board pack?
- Yes, on Business and above. Send the pack for approval and the client signs off from an email link, or in the portal on Business Pro and above, with the approved version kept on file.
- Which plan do fractional CFOs choose?
- Most choose Business at £59 a month, because it includes accounting sync, forecasting, the client portal and approvals.
- Can I forecast my own practice's revenue?
- Yes, on Business and above. The forecast combines booked work from live projects, weighted pipeline and targets month by month against your goal, with scenarios you can compare.
Be first in when we launch
Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.
Free plan · No card required · Built in the UK