A fraction of one bad financial decision.
A part-time CFO costs £3,000+ a month. Getting it wrong costs the business. Oak sits in between — priced for owners, not enterprises. Every plan includes all twenty-plus modules and the CFO Advisor from day one.
“A fraction of one bad financial decision.”
— Oak
For owners taking control of the numbers.
- —All twenty-plus intelligence modules
- —CFO Advisor
- —Plain-English reports, on demand
- —Email support
You will be able to purchase soon!
For businesses making bigger moves.
- —Everything in Starter
- —Cross-module analysis
- —Deeper forecasting scenarios
- —Priority support
You will be able to purchase soon!
For fractional CFOs, CPAs and accounting firms running a portfolio of client companies from one workspace.
- —Everything in Growth
- —Built for fractional CFOs, CPAs and accounting firms running a portfolio of client companies
- —Company-specific specialist conversations across every client workspace
- —Multi-company workspaces with ledger-hygiene flags per client
- —Company access controls and secure shared workspaces
- —Board-grade CFO advisory briefs with variance-exposure tables and scenario modelling
- —2,500 Oak messages per month
- —Priority support and invoiced billing
You will be able to purchase soon!
One workspace, every client.
For fractional CFOs, CPAs and accounting firms running a portfolio of client companies from one workspace — company-specific specialist conversations in every client workspace, ledger-hygiene flags per client, company access controls and secure shared workspaces. The portfolio becomes advisory capacity rather than admin.
Ask Oak a question inside any client workspace and the brief comes back board-ready: an Executive Summary, Key Financial Performance Indicators, Variance & Anomaly Analysis, and Strategic Advisory Recommendations. The recommendations are framed as costed trade-offs for the reviewing CFO to weigh, never a single rigid directive — because you are the one presenting it to your client or their board.
Executive Summary
Where each client stands this period, in plain English.
Key Financial Performance Indicators
The handful of numbers that actually move the decision.
Variance & Anomaly Analysis
What drifted from plan, what it cost, and where the exposure now sits.
Strategic Advisory Recommendations
Costed trade-offs to weigh, not a single rigid directive.
Sign up for partner access.
Fractional CFOs, CPAs and accounting firms — leave your details and we'll come to you first when the Partner Plan opens, with multi-company workspaces ready for your client portfolio.
Prefer to talk first? Talk to sales.
Before you ask.
Can I cancel any time?
Yes — from the billing portal yourself, no email required, no retention games. Your plan runs to the end of the period and stops.
Is there a setup fee or contract?
No setup fees, no minimum term. Monthly rolling on every plan. Partner Plan agreements are shaped case by case.
Which plan should I start on?
Starter, honestly — it has all twenty-plus modules and the full Advisor. Move to Growth for cross-module analysis and deeper scenarios.
Do I need an accountant to set it up?
No. Oak works from the numbers you already know — revenue, expenses, cash, invoices. Ten minutes and you're running.
Be first to know when we go live.
Leave your email and we'll let you know the moment Oak opens its doors. No spam, no newsletters — just the one message when it's ready.