The operating layer for institutions serving businesses.
A live financial view of every business you serve, with what needs attention surfaced and the next action ready to take.
See what is changing across every business you serve.
Surface the accounts that actually need attention.
Turn insight into tasks, requests, and follow-up.
One operating view across every business.
Telos sits above the systems your team already uses and brings the financial picture, exceptions, and next actions into one place.
P&L, balance sheet, and cash flow, refreshed several times a day.
The same numbers your team reviews, without rebuilding a workbook.
Issue an invoice, request a document, or assign a follow-up from the finding itself.
Rank a business against the rest of your portfolio, not a generic industry average.
QuickBooks Online, Stripe, and bank feeds via Plaid, with more in progress. Ledgers connect read-only.
Encrypted in transit and at rest, access scoped per client, and no client data used to train models.
Institutions responsible for the financial health of businesses.
Bookkeeping firms
Manage close progress, missing inputs, client follow-up, and account-level issues across the full portfolio.
Fractional CFO firms
See which clients need senior attention and surface financial changes before they become surprises.
Financial institutions
Build a more proactive operating relationship with the businesses you already serve.
Run the institution better. Serve businesses better.
Know sooner.
See a change in a client business in the week it happens, not a month later.
Be proactive.
Reach businesses first with the context behind what changed and what needs to happen next.
Increase capacity.
Reduce manual review and reserve senior judgment for the businesses that actually need it.
See what Telos looks like inside your workflow.
We’ll show how Telos helps your team catch issues earlier, move work faster, and manage more businesses with more control.
Book a demo