LIVE DEMO — FRACTIONAL CFO & ADVISORY FIRMS

Founders decide they need a CFO at midnight. Book the discovery call by 12:05.

Fractional CFO prospects are founders and owners hitting a wall — a fundraise, a cash crunch, a board asking questions. They research late and book whoever makes it easy. The AI answers every inquiry, 24/7: qualifies stage, revenue band and needs by your intake, explains your published engagement models, and books the discovery call — momentum preserved.

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Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

The midnight founder inquiry: qualified by your questions, booked into a partner’s real calendar.

One day with the AI

Three moments from a typical cfo advisory front office — handled while your team does the human part.

11:55 PM · The pre-fundraise panic

A founder preparing for a raise realizes the numbers aren’t investor-ready. The AI captures stage, revenue band and timeline by your qualification questions, explains your published engagement models, and books the discovery call — before the resolve cools.

10:15 AM · The “what exactly do you do?” call

An owner unsure whether they need a bookkeeper, a controller or a CFO. The AI walks your published service descriptions in plain language — exactly as written — and lets the discovery call sort the fit.

3:45 PM · The board-deck deadline

An existing client’s ops lead asks when the monthly package lands. The AI answers from the engagement status you authorize, captures the board-meeting date, and routes the substance to the engagement lead — logged.

What it does for you

Prospects qualified, not just greeted

Stage, revenue band, systems, urgency: your qualification questions on every inquiry — partners take discovery calls with context, not cold.

Engagement models, explained straight

Your published tiers, scopes and pricing structures verbatim — the positioning conversation identical at midnight and Monday.

Advice stays advisory

Financial strategy, forecasts and judgment calls belong to your CFOs — the AI informs from published knowledge, captures and books, nothing more.

Watch it qualify a founder at midnight

The demo takes the pre-fundraise inquiry, qualifies it and books the discovery call — configured for a fractional CFO firm. Fill four fields and your personal version, built from your website with your models and criteria, lands in your inbox in about two minutes.

Test your own qualification questions live
Discovery calls into real partner calendars
Flat price — unlimited advisors and inquiries

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“What does a fractional CFO cost?”

Quotes your published engagement models and ranges exactly as written — and books the discovery call where scope gets real.

“Can you fix our runway problem?”

Never promises outcomes. Captures the situation by your intake and books the CFO conversation — fast, because urgency is the moment.

“Do you work with companies our size?”

Answers from your published client profile honestly — including your referral wording when the fit is wrong.

In April the phone doubles and the staff halves — answering services take messages, portals wait for clients to log in, and the same hundred questions eat the admin’s week. The Zanus AI front office ANSWERS — phone and chat, 24/7, in the client’s language: appointments booked into real preparer calendars, status from the engagement record, tax questions routed to the professionals — never improvised.

Questions, answered

Our sale is consultative. Doesn’t automation cheapen it?

The consultation stays yours — the AI just makes sure it happens: instant answers from your own positioning, a qualified brief, and a booked call instead of a contact form that dies over the weekend.

Prospects share sensitive financials early.

The AI captures only what your intake requests and answers only from approved knowledge — records stay in your firm’s tenant, with a fully on-premises option on servers you own.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your advisory firm — documents, tasks, procedures, automations — is Back Office AI, specialized for Accounting & CPA. Most companies run both: one AI answering, one AI executing.

Back Office for Accounting & CPA →Explore Back Office AI