For advisors
You carry six companies in your head. Your Monday starts with six logins.
If your work is fractional CFO or COO, EOS implementer, coach, or client advisory, your real job on Monday is one question: where am I needed most this week? Today, answering it means digging through every client's system first. The advisor workspace in Alinement OS answers it on one screen. The fastest way to see how is a free course that takes ten minutes flat.
Take the free 10-minute advisor courseFree. Five two-minute lessons. No signup to read it.
The advisor workspace
Every client on one screen, ranked by who needs you.
Each client company appears as one card. It shows a health score from zero to one hundred, how much of their goals are getting done and which way that's trending, issues that have sat unresolved for thirty days, and meeting activity. Above the cards sits a ranked list: "Who needs you this week." It sorts your clients by the signals that matter and states its reasons in plain language next to each name.
When you want the story instead of the numbers, one button writes an AI digest across your portfolio, or a briefing on a single client. Behind every card sits up to twenty-six weeks of history, so you see the trend, not just today. The Monday dig becomes one short read.
Privacy by design
When a client connects you, you see the shape of the business. Not their raw data.
The hardest part of advising has always been asking an owner for access. The workspace removes the ask. What reaches you are aggregate snapshots: summary numbers rolled up before you ever see them. Not their books. Not their records. Not any individual's check-in. That boundary is built into how the system works, not written into a policy.
And the client keeps the controls:
- They can see who has access on their own Team page.
- They can revoke access at any time, and it ends the moment they do.
- An advisor cannot widen their own access.
How it fits your practice
When your clients run the system, you get the signal.
Your clients run their business on Alinement OS: goals, scorecards, a short weekly team check-in, meetings, and decisions in one place. Goals, scorecards, check-ins, and meetings each feed a signal to your workspace. Client not on it yet? Start with the free Diagnostic, a scored and honest read on their business, and something concrete for the two of you to talk about.
Advisor plans, and what client companies pay for Alinement OS, are listed at alinement.app/pricing.
And to be plain about where we stand: Alinement Group sells software and education to advisors. It does not perform accounting work, and it does not subcontract it.
Have bookkeepers on your team? The Accountant Blueprint is the Academy course built for the client-accounting side of a practice. Qualified advisors can get it at a discount. Ask about it in the form below.
Talk it through
Start a conversation with Terry.
Terry Smith, Alinement's founder, does fractional CFO work himself. The advisor workspace is built for people who do what he does. Want to talk through whether it fits your practice, or ask about the Accountant Blueprint offer? The form below starts a conversation, not a checkout. Nothing is charged from this page.