1. 1
   Navigate to cfodashboard.thealgebragroup.com/advisor.
2. 2
   Enter your email and password, then click Sign In.
3. 3
   On first login the guided tour launches automatically.

The sidebar contains: Dashboard, Active Clients, Prospects, Team, and Firm Settings. Financial tabs appear once a client is opened. A chat button sits bottom-right for the AI assistant. A theme toggle in the top nav switches between light and dark mode.

Adding a Client

1. 1
   Click + New Client at the top of the sidebar.
2. 2
   Enter Company Name, Email, and optional contact details.
3. 3
   Click Create Client.

Client Detail Tabs

Connecting QuickBooks

1. 1
   Client → Overview → Connect QuickBooks.
2. 2
   Log in to QB Online and select the client's company (not the accountant firm account).
3. 3
   If you are the QuickBooks account owner, select Admin or Accountant access when prompted. Do not select the "Install for your firm" option when choosing the company.
4. 4
   Click Connect. P&L, Balance Sheet, and Cash Flow sync automatically.
5. 5
   To re-sync: client → Settings → Sync Now.

Month-by-month revenue, expenses, and net income mirroring QuickBooks chart of accounts.

• Use the date filter bar (3M / 6M / YTD / 12M / All Time / Custom) to change the period.
• Click any section header (INCOME, EXPENSES) to collapse or expand the group.
• Green values = income / positive; red = expense overrun or negative.
• Missing line items mean no QB transactions were posted to that account in the period.

Point-in-time snapshot of assets (green), liabilities (amber), and equity. Date filters let you compare across periods. Use All Time for current position; YTD for end-of-year position.

The Net Change in Cash row shows whether the period was cash-generative or cash-consuming. The chart displays Cash In / Cash Out bars and a rolling balance line on the same Y-axis.

Forward-looking weekly cash position. Past weeks (green solid line) come from QuickBooks; future weeks (blue dashed line) use your inputs.

Setup

1. 1
   Enter Opening Balance (pre-filled from QB when connected).
2. 2
   Set Minimum Balance the cash floor that triggers a red alert.
3. 3
   For each future week, enter Cash In and Cash Out.
4. 4
   Click Save.

Four KPI cards above the chart show Total Cash In, Total Cash Out, Final Balance, and Weeks Above Minimum. A red Final Balance means the projected cash falls below the minimum at some point.

Compares actuals against budget (or prior year as auto-baseline) month-by-month.

• KPI bar YTD Total Revenue, Total Expenses, Net Income with variance $ and %.
• Revenue vs Budget chart green bars beat budget, red bars missed. Net margin % line overlaid.
• Annual Divergence chart horizontal bars ranking P&L sections by total YTD variance.
• Heat Map P&L sections × months grid; dark green = 60%+ beat, dark red = 60%+ miss.
• Variance table Actual, Budget, Var ($), Var (%) per month with sparkline trend column.

Set monthly budget figures per P&L line. Saved figures feed into Variance Analysis.

Manual Entry

1. 1
   Select 2026 or 2027 using the year toggle.
2. 2
   Click any cell and type the amount. Use → Fill on a row to copy across all 12 months.
3. 3
   Click Save Budget. The button turns amber when there are unsaved changes.

Smart Fill

Auto-populates every cell from prior year actuals × a growth rate you set, preserving seasonal patterns.

1. 1
   In the Smart Fill panel, set a growth % per category (default: Income +10%, others +5%).
2. 2
   Check Override existing values to replace all cells, or leave unchecked to fill blank cells only.
3. 3
   Click ✦ Apply Smart Fill. Each month is set to same month prior year × multiplier.
4. 4
   Fine-tune individual cells, then click Save Budget.

Clients have a separate read-only dashboard at /client-portal. You control what they see.

Sending a Portal Invite

1. 1
   Client → Overview → Client Portal Access card → click ✉ Send Portal Invite.
2. 2
   The client receives an email to set a password and log in.
3. 3
   To resend: click ↻ Resend Invite from the same card.

Section Visibility

Client → Settings → Portal Sections. Toggle each section on/off, then click Save.

View as Client

Client → Overview → click 👁 View as Client. An overlay opens showing exactly what the client sees in their dashboard. Close with ✕ Exit Preview.

Display Preferences

Client → Settings → Display Preferences: set Currency (USD, GBP, EUR, AED, INR, and more) and Decimal Places (none: $52k or show: $52.5k). Saved per client.

Alert Thresholds

Client → Settings → Alert Thresholds: set numeric thresholds for key metrics (e.g. minimum cash). Breaches are flagged in the advisor overview dashboard.

Per-Client Branding

Client → Settings: upload the client's logo and set an accent color. This personalizes the client's dashboard view without affecting firm branding.

Access via Firm Settings in the sidebar navigation. The dashboard is fully white-labelled clients see your firm's name, logo, and color.

Firm Details

Set Firm Name, Website, Phone, and Address. Click Save Changes.

Branding

Email Settings

Set Sender Name (the "From" name on client emails) and Reply-to Email. Click Save Email Settings.

Access via Team in the sidebar under the Firm section.

Inviting a Team Member

1. 1
   Click + Invite Member. Enter their email and choose a role.
2. 2
   Set access scope: Firm-wide (all clients, including future) or Specific clients.
3. 3
   Click Send Invite. They receive an email to set their password.

Answers financial questions about the active client using their live synced data.

1. 1
   Click the chat button bottom-right to open the panel.
2. 2
   Type a question in plain English and press Enter.
3. 3
   Close with ✕ the chat button reappears.

Example questions: "What is total revenue for Q2?", "How does net income compare to last year?", "What did we spend on payroll in June?"

An interactive spotlight tour runs on first login. It highlights every feature step-by-step. To replay, click ◎ Replay Tour at the bottom-right of the screen.

The tour auto-detects your browser language and supports 10 languages: English, Spanish, French, German, Chinese, Japanese, Arabic, Hindi, Portuguese, Italian.

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The Algebra Group CFO Advisory · CFO Advisor Dashboard