The monthly report you paid a CFO
thousands a month for.
Computed from your books. Same day.
Connect QuickBooks Online and WolfLedgerbuilds your monthly report. This executive summary compares budget and last year’s numbers, shows your cash runway measured to the day, provides margin analysis, and screens for ten warning signs that put small businesses at risk. Every number is computed by code from your own ledger. The AI only explains the results; it never does the math.
Start my free trial14-day card-upfront trial · from $39/mo (CAD)
Actual product screenshot · sample data.
A virtual CFO bills thousands a month and delivers weeks late.
The monthly report those services hand you — executive summary, budget variance, cash burn, expense review, year outlook — is assembled by hand from the same QuickBooks data you already have. WolfLedger computes it the day your month closes, starting at $39/mo (CAD).
What you get
Everything below is live today — nothing on this page is a roadmap item unless it says so.
Monthly report
Executive summary — month and fiscal YTD against budget and prior year — with plain-language variance sentences, cash bridge, and year outlook. Export to PDF, Excel, or CSV.
Zero Cash Date
Not "runway: 4.2 months" — the actual calendar day you run out of cash at your current burn, recomputed from bank balances every month.
Ten risk checks
Trust money set aside? Break-even? Fair owner wage? Customer concentration? Ten reliable checks on the questions that kill small businesses.
Collections & payments (DSO/DPO)
Cash-weighted days-sales-outstanding per customer and days-payable per supplier, from your real invoices, payments, and bills.
Gross margin checklist
Per-product-line margins, COGS drift vs your own norm, freight recovery, discount leakage, waste, and labor efficiency — signal by signal.
Deferred revenue
Rule-driven recognition schedules computed from invoice lines, with books-vs-computed reconciliation and spreadsheet import.
Budget vs actual
Import your QuickBooks budget or keep a simple one; every statement and chart shows variance and the remaining-budget path to year-end.
Ask about your numbers
A grounded chat that answers from your computed report digest — and a built-in deterministic engine that works even with AI off.
For advisors: every client, one login
Isolated client workspaces, portfolio overview, your logo on every monthly report, and revocable read-only share links for owners.
Multi-entity consolidation and multi-currency ship in 2027.
Numbers from code. Narrative from AI. Never the reverse.
Every figure in every report is calculated the same way every time from your QuickBooks data and is traceable back to the original entries. The AI only writes commentary about numbers that already exist — it cannot calculate, estimate, or invent numbers. Your data stays private to your business, is encrypted at rest, and is never used to train AI models.
Pricing
14-day trial with card upfront · cancel anytime
All prices in Canadian dollars (CAD).
⚡ We're launching — join as a founding member.
Lock in the lowest price we'll ever offer and work with us through the early days. We're on email to help you get your books connected and your reports dialed in, and your feedback shapes what we build next.
Founders
$39/mo
Founding-member price for the first 50 businesses — locked for life. Everything in Pro, and we support you closely by email through the early days.
Email support from the team while you get set up.
Become a founding memberPro
$59/mo
or $41/mo billed annually (30% off)
Your monthly report, ten risk checks, and every report — one business.
Start my free trialFor accounting & fractional-CFO firms
Advisor Founders
$149/mo
15 client workspaces
Founding-member price for the first 10 firms — locked for life. 15 client workspaces, and close email support as you onboard clients.
Email support from the team while you get set up.
Become a founding memberExtra client slots $19/mo each · white-label monthly reports and read-only share links included on every advisor plan.
How it compares
| WolfLedger | The competition | |
|---|---|---|
| Starting price | From $39/mo (CAD) | Typically $150–$700+/mo |
| Monthly report | Ready the day you close the month | You build it, or it lands weeks late |
| Setup | Connect QuickBooks — done | Templates, mapping, and spreadsheet work |
| Ten risk checks | Built-in | Not offered |
| Zero Cash Date & runway | Built-in | Manual, if at all |
| Business valuation | Built-in | Not offered |
| Numbers guaranteed AI-free | Yes — code computes, AI only explains | Often AI-estimated |
| Made for owners & their advisors | Yes | Built for analysts |
“The competition” reflects typical reporting, analytics, and virtual-CFO tools as of July 2026; plans and features vary by product.
Questions
Where do the numbers come from?
Directly from your QuickBooks Online data. WolfLedger pulls your statements, normalizes them, and computes every figure with deterministic code. The AI writes plain-language narrative about numbers that were already computed — it never calculates, estimates, or invents a figure.
How is this different from a virtual CFO service?
A virtual CFO service assembles your monthly report by hand and bills thousands a month — and it typically arrives weeks after month-end. WolfLedger computes the same monthly package from your books the day you close the month, for a fraction of the price. You lose the human meeting; you keep (and speed up) the numbers.
What kind of support do I get?
Email support from the people who build WolfLedger. We're early, so founding members matter to us — email us during setup or your first months and we'll help you get things working, and your feedback directly shapes what ships next.
Do you support consolidation or multiple currencies?
Not yet. Multi-entity consolidation and multi-currency ship in 2027. Today each QuickBooks company is its own workspace with its own reports.
Is my financial data safe?
Your data is isolated per business with database-level row security, encrypted at rest with per-tenant keys, and never used to train AI models. Read-only report links are revocable and expire automatically. Access requires two-factor authentication.
I'm an accountant or fractional CFO — can I run all my clients on this?
Yes. Advisor plans give your firm one login with isolated workspaces per client, a portfolio overview (cash, zero-cash date, overdue receivables per client at a glance), your own logo on every client's monthly report, and read-only share links to hand to owners. Extra client slots are $19/mo each.