Fractional CFOs, grant administrators and nonprofit consultants carry a dozen balance sheets at once. Waterline gives you one account that follows you into every client that invites you, and one screen showing which of them reaches the line first.
From $99 a month · Never billed per client
Scale runs 0 to 12 months. Each figure is computed from that client's own model, by the same function their dashboard uses.
Being trusted with somebody's payroll is a decision they get to keep making. Two things are theirs, not yours.
| Which tabs you work on | An owner can focus an advisor on the parts of the business they were engaged for. You are told when they have, and by whom — a restriction nobody explains is a support request. |
| Whether you may offer scenarios | On by default. An owner who wants a reader rather than a contributor can turn it off, and anything you already offered stays in their queue. |