Private Beta -- Now Accepting Applications

DMW FinTel: CFO-Grade Intelligence, On Demand

DMW FinTel connects to your accounting platform and delivers CFO-grade reporting, AI-native analysis, and scenario planning -- so fractional CFOs can scale their practice and business owners can finally understand their numbers.

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Purpose-built by a fractional CFO and CFA charterholder who uses DMW FinTel to serve his own clients daily.

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See DMW FinTel in 90 seconds

90-second overview

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The Old Way

What DMW FinTel Replaces

Stop juggling disconnected tools. One platform for everything.

Manual spreadsheet reporting

Expensive FP&A platforms ($30–50K/year)

Monthly PDF reports nobody reads

One-off scenario models that break

Documents scattered across inboxes

Client questions that take hours to answer

DMW FinTel does all of this -- AI-native, in one platform, for a fraction of the cost.

Capabilities

What DMW FinTel Does

Everything a fractional CFO needs to deliver institutional-quality financial intelligence at scale.

Multi-Client Dashboard

See all your clients' financial health at a glance. Color-coded alerts flag cash runway issues, AR aging risks, and margin compression before they become problems.

Flagship

Three-Statement Forecast

Fully linked P&L, Balance Sheet, and Cash Flow forecast. AI projects every line item. Natural language overrides. Revenue Model toggle blends CRM pipeline, marketing, and subscription revenue. Named snapshots. Excel export.

Budget vs Actuals

Upload any budget spreadsheet -- AI maps it to your accounting data automatically. YTD dashboard with 6 summary cards, variance waterfall chart, and AI-generated commentary explaining every gap.

AI Chat -- Ask Anything

Three chat scopes: Portfolio, Client, and Portal. Inline charts, tables, and KPI cards. Generate branded Word docs and Excel files from conversation. Full context across every data source.

Institutional Memory

DMW FinTel remembers. Every month it compares performance to prior periods, tracks whether flagged trends are improving or worsening, and builds a financial history that gets smarter over time.

Automated Financial Reports

AI-written Financial Intelligence Reports and Budget vs Actuals Reports. KPIs, charts, variance commentary. Review, edit, approve, and send as branded Word documents.

Client Portal

Give your clients their own login to view reports, dashboards, and chat with AI about their numbers. They see only their company. You control what they access.

Scenario Planning

Model any decision before you make it. "What if we hire 2 engineers?" "What if our biggest client churns?" See the 12-month cash impact instantly.

Document Intelligence

Upload anything -- budgets, CRM exports, marketing reports, meeting notes, payroll data. AI parses, categorizes, and extracts data automatically. Every document becomes institutional knowledge the AI uses going forward.

See all 25+ features including QoE analysis, valuation, cap table, labor model, debt schedules, and more. Explore all features →

Connects to your accounting platform, CRM, marketing tools, billing, and 40+ more. 4 live integrations and growing. See all integrations →

The Difference

What Changes When You Use DMW FinTel

6–12 hours per client per month on reporting, analysis, and ad hoc questions

15 minutes. Same client. Better output.

95% of your monthly workflow automated -- variance analysis, reports, scenario modeling, client questions. All handled by AI that knows each client's business.

Junior analyst: $5,000–$8,000/month. FP&A platform: $2,000–$5,000/month per company.

$139/client/month. 10 clients for less than one analyst.

Mosaic costs $3,000–$5,000/month for one company. Datarails starts at $24,000/year. DMW FinTel Professional serves 10 companies for $1,739/month.

Stuck at 8 clients. Every new client means more hours you don't have.

Scale to 15, 20, even 25 clients. Revenue grows. Hours don't.

A fractional CFO at 8 clients ($40K/month) who scales to 15 ($75K/month) adds $35K in monthly revenue. DMW FinTel costs $1,739. That's 20x ROI.

See the full comparison → Request Beta Access

For Accounting Firms

Scale Advisory Without Scaling Headcount

Turn every bookkeeping client into an advisory engagement without hiring CFOs
Generate branded monthly reports for your entire portfolio in 45 minutes
Client portal with real-time dashboards and AI chat reduces inbound calls dramatically
70+ KPIs surfaced automatically by industry -- your team reviews, not rebuilds

See the Full Workflow → Start Your Beta

For Fractional CFOs

Scale Your Practice Without Scaling Your Team

Scale from 8 clients to 20+ without hiring an analyst
Three-statement forecast with AI natural language overrides and Excel export
Generate branded reports for every client in minutes, not hours
Multi-client Portfolio Chat -- ask questions across all your clients at once

See the Full Workflow → Start Your Beta

For Finance Leaders

The FP&A Platform You Can Actually Afford and Deploy

Three-statement forecast with debt schedule, covenant monitoring, and scenario modeling
Board-ready reports generated in minutes with AI-written narrative and variance waterfall
AI Chat answers the CEO's questions from live transaction data in seconds
Excel export with 8-10 sheets, embedded charts, and 397 formulas -- ready for the board

See the Full Workflow → Request Access

For Business Owners

Finally Understand Your Numbers

Cash runway projection showing exactly how many months you have -- under three scenarios, updated in real time
AI that answers "can we afford to hire?" in seconds -- with specific numbers from your actual books
Weekly branded reports from your CFO, available in your portal alongside real-time dashboards
Upload documents, ask questions, and see shared scenarios -- all from your own secure login
Transaction readiness when you need it -- QoE analysis, valuation, cap table, data room, and pitch deck financials all in one place

See the Full Workflow → Request Access

Built by Mike Wang, CFA -- a fractional CFO who uses DMW FinTel to serve his own clients daily.

Read the story →

Pricing

Simple Pricing for Growing Practices

3 Months Free.
Then Plans Starting at $299/mo.

The first 50 finance professionals get 3 months free plus 30% off for life. No credit card required.

Apply for Beta

Personalized 1-on-1 onboarding with the founder. We'll connect your data and generate your first report together.

Integrations

Connects to Your Entire Stack

One AI with full context across every data source

Accounting

QBO ✓

Xero

CRM

Zoho ✓

HubSpot

Salesforce

Marketing

Triple Whale ✓

Meta Ads

Google Ads

Payroll

Gusto

Rippling

Banking & Payments

Stripe

Plaid

Universal

CSV / Excel ✓

Google Sheets

Why DMW FinTel

Built by a CFO, for CFOs

Purpose-built by a fractional CFO and CFA charterholder who uses DMW FinTel to serve his own clients daily

Serving clients across professional services, eCommerce, education, and nonprofit sectors

Purpose-built for the $5M–$50M range where fractional CFOs deliver the most value

Read-only accounting access

Encrypted data

Data never used to train AI

FAQ

Frequently Asked Questions

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 costs $2K-$5K/month for a single company with no multi-client portfolio, no client portal, and no AI chat. Datarails is $24K+/year, Excel-native, takes months to implement, and has basic AI. DMW FinTel manages your entire portfolio from one dashboard. The AI writes reports, forecasts every line item, normalizes earnings, and answers questions from real data. Professional plan with 10 clients: $1,739/month as a Founding 50 member. See the full comparison.

The first 50 finance professionals to join DMW FinTel get 3 months free and 30% off for life. That's not an introductory rate that expires. It's a permanent discount locked in because you believed early. Example: Professional plan with 10 clients goes from $2,489/month to $1,739/month, forever. We also offer the first 10 QoE engagements free. Once the 50 spots are filled, pricing goes to standard rates.

Have another question? Email [email protected]