Transform Your Practice: From CFO to Strategic Advisor

Your clients need strategic guidance but can’t wait months or fund six-figure projects. SavvaiEdge™ gives you the ability to deliver your clients consulting-grade strategic advisory services at SMB speed and cost – powered by client-specific reseach and insights, and structured with frameworks commonly used by the largest consulting firms. This is how you earn your seat at the strategic planning session.

SavvaiEdge

SavvaiEdge is your behind-the-scenes strategic intelligence infrastructure—delivering professional-grade research and framework-structured analysis in seconds, not weeks. Edge applies structure automatically; you add your experience, wisdom, and knowledge of the company’s priorities to deliver the final result: recommendations that are both actionable and deeply personal.

Strategic Answers, On Demand

Get framework-structured analysis for your toughest strategic questions on demand – Problem (MECE), Hypothesis, Scenario deltas, Options A/B/C—grounded in your client’s reality. You ask what matters; Edge structures the analysis; you deliver the guidance.

Strategic Intelligence Briefings

You’ll receive weekly SavvaiSignals™ that proactively identifies non-obvious opportunities and threats for each client—based on research of new external market signals relevant to your client’s goals and objectives. Each Signal includes Evidence & Confidence, Deploy When, Pause If, and Kill If—so you can move from insight to recommendation quickly.

Your Client Data, Your Strategic Context

Optionally connect Asana and QuickBooks, or manually upload financial documents in minutes. Edge turns data into structured strategic intelligence; you apply client context and judgment. Simple setup, powerful results.

Why it’s brilliant — The infrastructure behind large‑firm‑caliber advisory

Large consulting firms rely on teams of analysts, proprietary research systems, and rigorous quality frameworks to generate strategic intelligence. Now you can offer comparable infrastructure – independently reviewed and rated at senior associate–level quality – at a fraction of the cost. Our Continuous Strategic Engagement (CSE) methodology and proprietary multi‑AI decision framework let you deliver decision‑ready analysis and execution with your judgment at the center.

Safe and Secure

Encryption by Default

Data is encrypted in transit (TLS 1.2+) and at rest with industry-standard key management (KMS).

Your Privacy Firewall for AI

SavvaiEdge provides an essential privacy layer, making it safer to leverage AI than using public tools directly. Our system automatically removes common identifiers—including emails, phone numbers, and street addresses—before your business context is sent for analysis.*

No Training on your Data

Third‑party models do not train on your content. Your data is used only to generate your answers.

Tenant Isolation & Access Controls

Each client’s data is isolated and protected with strict role‑based access.

Fractional CFO Firms

Transform Your Practice with SavvaiEdge. Stop competing on price for functional finance work. Start delivering continuous strategic advisory that commands premium fees, creates client stickiness, gives you a competitive advantage, and positions you as indispensable. Independently reviewed by multiple AI evaluators and rated at senior associate-level quality on a seven-point consulting rubric used by the largest consulting firms.

Focus on Advisory, Not Research

We handle the research, data analysis, and market intelligence gathering – in a fraction of the time. You focus on what only you can do: applying judgment, prioritizing what matters, and guiding clients strategically.

Multi-client Workspace in a Single Interface

Client‑specific intelligence. Manage every client in one tool with quick context switching. Scale strategic advisory across your portfolio without adding overhead.

Never Lose the Thread

Browse or search all past chats across clients—or zoom into a single client’s history—to instantly resurface decisions, assumptions, and follow‑ups, so every conversation picks up exactly where it left off.

Walk In With Insights, Not Just Reports

Arrive each week with fresh strategic intelligence and recommendations. This is how you earn your seat at the strategic planning sessions.

Turn Insights to Action, Seamlessly

Turn recommendations into assigned tasks, or export insights and whole chats.

Portfolio‑Level Awareness

A firm-level portal is included, and aggregates all client Q&A and briefs in one place—read‑only access with search, export, and share—so leaders can spot emerging themes and support accounts without disrupting delivery.

SavvaiEdge equips fractional CFO firms with consulting-grade strategic intelligence and frameworks—independently reviewed and rated at senior associate-level quality—at pricing built for fractional practices. Your team brings the expertise; we power the intelligence. Together, you deliver continuous strategic advisory that clients can’t live without.