ADK Intel is an AI-assisted software platform for operational visibility, KPI tracking, forecasting workflows, and strategic planning - built for advisory firms, fractional CFO teams, financial operations groups, and executive leadership.
A quick tour of the intelligence, advisory, and collaboration layers.
Every capability is engineered to compress the structured, repeatable work that drains advisory margin — prep, KPI assembly, recap writing, follow-through — so senior judgment is what clients actually pay for.
Firm-wide health, risk heat maps, advisor workloads, upcoming meetings, and unresolved action items - all in one executive-grade view. Drill into any client to see KPIs, budget vs actual, cash runway, and AI-flagged anomalies.
Eight integrated intelligence layers compose a single operating surface for modern firms and finance teams.
Manage advisors, clients, access, and firm-wide intelligence in one view.
Run client engagements end-to-end with AI-assisted prep and documentation.
A polished, advisor-controlled view of the work - nothing more.
No raw bank feeds. No required system integrations. No customer or employee PII. Just clean exports, reviewed mappings, and dashboards your firm - and your clients - actually trust.
Every upload requires explicit confirmation that the file has been scrubbed of SSNs, tax IDs, bank account numbers, employee identifiers, customer PII, PHI, and any unnecessary private information.
ADK Intel is operational intelligence software - not a ledger, payroll system, or tax filing tool, and not a provider of accounting, tax, legal, investment, HR, or financial advisory services. All AI-assisted outputs are informational and should be independently reviewed with qualified professionals.
Users are responsible for ensuring uploaded information complies with internal privacy, confidentiality, and data-sharing requirements, and for validating any output before acting on it.
Step into the ADK Intel command center and see your portfolio the way a modern CFO firm should.