Reimagine Finance.

DMW FinTel connects to your live accounting data, CRM, marketing platforms, and every document you upload. When you ask a question or generate a report, the AI pulls from all of it: P&L, balance sheet, AR aging, budgets, meeting notes, CRM pipeline, ad spend. It writes variance narratives, forecasts every line item, normalizes earnings for QoE reports, and builds institutional memory that gets smarter over time. Responses include inline charts, tables, and KPI cards. You can even generate branded Word docs and Excel files directly from chat.

Yes. All data is encrypted with AES-256 at rest and TLS 1.3 in transit. MFA is available for all users and required for admin and data room access. DMW FinTel uses read-only OAuth connections to your accounting platform. Your financial data is never used to train AI models, with zero data retention on the AI provider side. Every client's data is completely isolated with role-based access controls, and every action is recorded in a full audit log. We're preparing for SOC 2 Type I certification targeting Q4 2026. See our security page for the full breakdown.

Minutes, not months. Connect your accounting platform with one click and DMW FinTel generates your dashboard immediately. Upload a budget and you'll have a full variance analysis with waterfall charts and AI-written narrative in 60 seconds. Compare that to Datarails (months of implementation) or building it yourself in Excel (hours every month). Your clients can be on their own portal the same day.

Yes. Every client gets their own secure portal with a real-time dashboard, KPIs, AI chat that answers from their actual books 24/7, branded reports, and shared documents. You control exactly what each client can see. The AI chat in the portal is scoped to that client's data only, so they can ask "How's my cash position?" or "Why did revenue drop last month?" and get accurate answers instantly. This dramatically reduces the reactive workload on your team.

Mosaic pricing is not publicly available. DataRails starts around $24K/year, is Excel-native, and can take months to implement. DMW FinTel starts at $299/month for 3 clients. The AI writes reports, forecasts every line item, and answers questions from real data. See the full comparison.

Fathom is a solid reporting tool with great chart templates and a mature editor. If all you need is to visualize your accounting data in pretty reports, Fathom works. DMW FinTel is a financial intelligence platform. The AI connects to your live accounting data, CRM, marketing tools, and every document you upload. It writes variance narratives, forecasts every line item, tracks debt covenants, detects anomalies, and remembers your client's financial story month over month. Your clients get their own portal with dashboards, reports, and AI chat. Fathom has no conversational AI, no client portal, no debt management, no revenue modeling from CRM data, and no institutional memory. Fathom was also recently acquired by The Access Group, a UK PE-backed software conglomerate. DMW FinTel is built and operated by a practicing fractional CFO. See the full comparison.

Every paid client includes 100 AI Chat credits per month. Credits pool across all your clients. A practice with 10 clients has 1,000 credits to use across any combination of clients and conversations. One credit equals one message that gets an AI response. Credits refresh monthly. If you need more, buy 100 additional credits for $10. Everything else, including report generation, BvA narratives, document interpretation, institutional memory, and forecast calculations, is unlimited. Only conversational AI chat is credit-based.

Plans are priced by included client count: Solo at $299/mo for 3 clients, Professional at $699/mo for 10, and Scale at $1,499/mo for 25. Annual billing includes two months free. Existing customers keep their contracted pricing.

No. Start with a 14-day trial, then choose the plan that fits your client count. You can upgrade, downgrade, or cancel from the billing page.