Outsourced CFO services that bring clarity to your numbers
We are the only UK provider offering both fractional CFO expertise and proprietary forecasting software in one clear, cost-effective solution. You get everything you need to understand your financials and be confident in the decisions you are taking today, so that you are in complete control of your business and its future.
Trusted by
We bring your financial statements to life
By combining our unique forecasting methodologies with traditional P&L, Cash Flow and Balance Sheet statements, they tell you everything you need to know about the actual and future financial health of your business. Accurate, up-to-date and well-constructed financial statements are at the heart of what we do.
Profit & Loss
Cashflow
Balance Sheet
Thank you for helping us to get our figures together. I can now sleep better at night.
William Moore, CEO of AirBox Systems
What we do
See where you are and where you are going
We start by making sure your accounting foundations are solid — with clean data and best-practice processes in place. Using our software, we bring your actuals into FDPack and combine them with forward-looking forecasts. With past and future data in one integrated system, we can quickly analyse, summarise and present up-to-date P&L, Cash Flow and Balance Sheet statements so that you will see where you are, and where you’re going.
1. SIMPLIFY & CUSTOMISE
Strip It Back. Start Smart
We start by simplifying and reorganising your chart of accounts. Then we group detailed accounting codes into a structure that reflects how your business works and gives you the right level of clarity in your statements. We can also use tracking categories to break down analysis by geography or business activity.
2. CONNECT & INTEGRATE
Join it up. Make it work
FDPack connects with your accounting software to integrate your actuals with forecast and budget data created by our financial modelling, into one clean, centralised database. No more juggling disconnected systems or manual spreadsheets. This is where your financial past and future come together —accurately, automatically, and always up to date.
3. MODEL & FORECAST
Financial modelling.
Rolling forecasts
We build a model of your business that provides a rolling forecast which stays in sync with your actuals and your strategy. You get a live view of where your business is heading, with the flexibility to adjust as things change. It’s forecasting that evolves with you — detailed, dynamic, and always decision-ready.
4. ANALYSE & SUMMARISE
Get Clarity. See what’s important
We compare actuals, budgets and forecasts across different time periods to spot the variances that really impact your business — then drill into what’s driving them. By tracking trends from past to future, we show what’s improving and what isn’t. We can then highlight key issues that need your attention and can present our findings clearly to your management team or board.
Low cost and low risk
FDPack is a complete solution with tools and expertise bundled into one simple package. Designed to be lean and efficient, we charge a fixed monthly fee that is significantly less than the cost and risk of the equivalent in-house recruitment of one or more senior accounting personnel.
FDPack allows us to have a complete set of monthly financial reporting statements covering actual and forecast data without the cost of a finance team.
Gadi Sonnino – CEO, Innovative Design Orthopaedics
The Software we built to support our Service
FDPack brings together your actuals, budgets, and forecasts in one easy-to-use system.
View your P&L, Cash Flow, and Balance Sheet any way you want — across any time period.
It’s simple to explore what’s driving performance, track changes, and spot the variances that matter. Forecasting, planning, and reporting work seamlessly together to support smarter, faster decisions — exclusively for FDPack clients.
View, analyse and share
FDPack gives you a complete, real-time view of your financial position and where it’s heading. You can drill down to transaction-level detail where you can sort and filter to see exceptional items and find the explanations for variances. See the data shown as actual, budget and forecast variances or as a timeline running across any time period from past to future. Share the statements across your organisation with different permission levels controlling what can be viewed by each user.
See your financials any way you want
We create a tailored set of comparative and timeline views — from actual vs. budget comparisons to year-to-date actuals flowing into forecast months. You can mix and match actuals, budgets, and forecasts across any time period to see your financials exactly how you need them. Maximum flexibility to answer any question, anytime.
We integrate with
FDPack connects with several major accounting platforms and we can build connections to other platforms if required. We synchronise your actual accounting data to update the financial statements displayed by FDPack, ensuring your forecasts and reports are always up to date.
The FDPack transformation
Whether you’re overwhelmed by spreadsheets, unsure how to present to investors, or simply tired of guessing, we replace uncertainty with confidence and control. Here’s what that transformation looks like.
| Before | After |
|---|---|
| Unclear financial picture | Full visibility across P&L, Cashflow and Balance Sheet |
| Guesswork and gut decisions | Confident, informed planning |
| Reactive, late reporting | Always-updated actuals and forecasts |
| Unsure about ability to grow or exit | Strategic roadmaps with financial backing |
| Constantly updating spreadsheets | One source of truth, always current |
| Finance team stretched too thin | Expert support without adding headcount |
| No clear valuation or exit strategy | Clear, investor-ready financial story |
| Can’t explain financials to stakeholders | Credible, customised reports for every audience |
| Time wasted juggling data sources | Insights delivered monthly, ready to use |
| Overwhelmed by financial complexity | Simplicity and clarity |
| Stop-start forecasting and budgeting | Rolling forecasts and scenarios |
| Uncertainty over future cash flows | Confidence in what’s affordable — and when |
| Difficulty justifying investment plans | Data-backed business cases to support growth |
| Fear of surprises or financial blind spots | Early warnings and decision-ready insights |
The FDPack story, so far…
FDPack was built to solve a problem, not sell a product. As a seasoned Finance Director, our founder Spencer Smith created FDPack to help businesses make better decisions through clarity, simplicity and smart financial insight.
Inspired by the Lotus Cars ethos, “Simplify, then add lightness,” Spencer set out to demystify finance and remove unnecessary complexity. What began as an Excel tool has evolved into a powerful online platform. Today, FDPack combines proprietary software with expert support, delivering cost-effective, high-quality management information. With our new online capabilities, this is just the beginning of what’s possible.
Blogs
Useful content for you designed to simplify and demystify a range of financial subjects
What Is a Fractional CFO?
What is a fractional CFO, and why do growing businesses need one? Discover how part-time CFO expertise can drive growth without the full-time cost.
How to do financial forecasting properly
Discover how to do financial forecasting properly, to plan smarter, avoid surprises, test scenarios, and drive growth – ideal for growing SMEs.
When to hire a Fractional CFO
Wondering when to hire a fractional CFO? Learn the key signs your growing business needs strategic financial support – without the full-time price tag.
Sign up to receive useful content directly into your inbox
Actionable tips, financial insight and expert advice all in one place
We will never share your details with third parties! Read our privacy policy.