Advisorli is the Financial Operating System for SMEs and the advisors who serve them, from founding model to funding round to exit. See, plan, optimise, and execute. All in one place.
Start Free Trial View Pricing Startup Model & validate Growth Optimise & execute Finance Fund the next step Exit Prepare & transactOne score. Every metric. Total clarity.
A single 0–600 score measuring financial resilience across profitability, liquidity, efficiency, and leverage, built on the Altman Z-Score methodology used by banks and investors globally.
Multiple valuation methodologies (EBITDA multiples, revenue multiples, DCF) applied with industry-specific inputs. Know what your business is worth today, and what moves the number.
Compare your KPIs against anonymised industry peers at the same size and sector. See exactly where you rank, and what closing the gap is worth.
Country-level economic indicators (GDP, inflation, interest rates, employment) with an AI-generated executive outlook tailored to your business context. 16 countries supported.
Automated root-cause analysis when a KPI moves. Pulse monitors your key metrics continuously and triggers real-time alerts so you catch problems before they compound.
Strategy without a plan is just good intentions.
Weekly cash position visibility for the next quarter. Model scenarios, set alert thresholds, and never be caught off-guard by a cash crunch.
Link growth opportunities to a sequenced, prioritised business plan with milestones, timelines, and financial impact projections.
For pre-revenue and early-stage companies: build a financial model from scratch with revenue templates, scenario planning, cap table, and a Data Room PDF, no accounting data required.
Consolidate multiple business entities into a single group view with multi-currency support and intercompany elimination rules.
Turn data into cash without spending more.
Identify the customers slowing your cash cycle. Model the impact of tightening terms and see the cash flow impact in real time.
Optimise payment timing with suppliers to unlock working capital without damaging vendor relationships.
Balance stock levels to minimise holding costs while avoiding stockouts. See the cash tied up in inventory and the path to freeing it.
Model hiring scenarios and understand the financial impact before you commit. Compare productivity ratios to industry peers.
Understand how price changes ripple through revenue, margin, and breakeven. Test scenarios before you change a single price.
Evaluate investments with NPV, IRR, and payback period. Compare financing options (cash, loan, lease) side by side.
Not a chatbot. A financial operating system with intelligence built in.
Prioritised, actionable recommendations generated from your actual data. Each comes with an estimated impact on health score and valuation so you know what to tackle first.
A context-aware AI advisor that knows your numbers, your industry, and your goals. Ask it anything, from interpreting a ratio to stress-testing a decision.
Generate professional, board-ready reports with AI-written commentary, KPI dashboards, and strategic insights, automatically scheduled and emailed to stakeholders.
AI synthesises macro indicators into a concise executive briefing, short, medium, and long-term outlook tailored to business planning and investment decisions.
Set thresholds on any KPI and receive instant notifications when metrics breach them. Celebrate wins when scores improve, and catch problems before they escalate.
Professional loan applications in minutes, not weeks.
Build a submission-ready loan application from your live financial data. AI writes the narratives (executive summary, serviceability, risk mitigation, use of funds) while you focus on the deal.
Pre-built templates and checklists for AU, US, UK, and NZ lending markets. US SBA Forms 1919, 1920, and 413 pre-filled from your data.
Document collateral assets, existing encumbrances, and available equity, then compare loan products across lenders by rate, fees, and term.
Know your readiness score. Fix the gaps. Exit on your terms.
A dynamic score across 9 exit-critical factors: management, financials, documentation, board packs, due diligence, and more. Each factor links directly to the tool that fixes it.
Build a professional, investor-ready IM section by section. AI generates drafts from your live data: financials, KPIs, cash flow, and forecasts. Export with advisor or management branding.
A 19-item interactive tracker covering financials, legal, operations, HR, and compliance, everything a buyer or investor will ask for before they write a cheque.
AI-generated SWOT, PESTLE, and TOWS frameworks built from your financials, benchmarks, and market conditions. Version-controlled and integrated into Board Packs and the IM.
Track returns, receive updates, and manage LPs, all in one place.
Track MOIC, IRR, and exposure across your entire portfolio. Drill into individual companies with full financial visibility when founders share access.
Receive automated Board Pack deliveries and manual Investor Updates from your portfolio companies. Threaded comments keep conversations in context.
Manage Limited Partners, issue capital calls, track distributions, and generate LP reports, all from the Fund tier.
Run your entire advisory practice from one cockpit.
An 8-metric summary grid (Health Score, Debtor Days, Net Margin, Cash Runway, and more) with sparkline trends across your entire client portfolio. Triage at a glance.
Automated client review scheduling with AI-generated agendas, pre-meeting notes, meeting notes, and action item tracking, all linked to each client's live financials.
Rank clients by any KPI to surface top performers and those needing immediate attention. Compare portfolio health across sectors and sizes at a glance.
Manage your Win Advisory funnel from prospect to client. Create pitch-ready reports, import data, and convert prospects into full clients with one click.
Share dashboards with clients, advisors, or investors with granular permissions. Shared users see live data without needing to manage the account.
Ask your assistant. Get governed Advisorli numbers, with the source attached.
Connect ChatGPT or Claude to Advisorli and ask about any client in plain English. Every figure comes from the same governed KPI engine behind the dashboards, with the source system and the date it was captured attached to the answer.
Headline position, where it is heading, supporting detail, and customers and suppliers. Each level is switched on per business, and the deeper levels stay off until you turn them on.
No business is visible to an assistant until you enable it, an acknowledgement must be accepted first, and one switch pauses all agent access instantly across the account.
Every request an assistant makes is recorded with the tool used, the business, and whether it was allowed or blocked, so you can always show exactly what left Advisorli.
Connect in 60 seconds. Rest easy knowing your data is protected.
Connect directly to Xero, QuickBooks, Reckon, Sage, or MYOB for automatic data synchronisation. Or upload a spreadsheet, whichever fits your workflow.
AES-256 encryption for all data in transit and at rest. Your financial data is never sold or used to train AI models. Delete your account and all data at any time.
Work with businesses across 16+ countries with automatic FX rate updates and multi-currency consolidation. Country-specific lending templates included.
Everything you need to know about Advisorli's capabilities
Stop stitching together tools that don't talk to each other. Advisorli scales with your business from day one to exit day.
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