Don't review every client. Review what changed.
Telos reviews every client's books between closes, flags the cash, runway, and receivables changes that matter, and prepares the client follow-up for your team to review.
Less time spent on healthy accounts, and earlier signal on the ones that need a partner's attention.
Connects to the accounting and banking data you already use.
Receivables past 60 days rose to $82,000
Four invoices are now more than 60 days overdue. The oldest has been outstanding for 72 days.
A collection follow-up to the four clients is drafted and waiting for your review.
Every new client adds review work before it adds margin.
As the roster grows, more of the week goes to checking accounts that are operating normally, rebuilding the same reports, and deciding where senior attention actually needs to go.
Manual review
Your team works through every client's numbers by hand, even when most accounts are operating normally.
Blind spots between closes
Books get a real look at month-end, so cash and receivables problems have often been building for weeks before anyone sees them.
Senior-team bottlenecks
Experienced finance talent spends its hours finding problems rather than advising clients on them.
Spot the change, see the numbers behind it, and review the follow-up.
One connected workspace. Every finding keeps its financial evidence, its source in the ledger, and an advisor's review before a client hears from you.
Illustrative example
Grow the firm without growing overhead at the same rate.
More review capacity
Your team stops re-checking healthy accounts by hand and spends its time on the clients that actually changed.
Consistent oversight
The same checks run on every client's books each period, so changes are surfaced the same way across the portfolio.
Timely client follow-through
Findings arrive with a prepared follow-up, so your team can reach the client while it still makes a difference.
Telos connects to the accounting and banking data your team already uses and brings portfolio review and prepared follow-ups into one place.
Finance firms grow through trust.
Delivering on that trust across more clients takes consistent review, timely follow-through, and experienced judgment.
Telos brings portfolio oversight and prepared follow-ups into one place, helping teams spot changes, focus their attention, and keep client work moving.
Built for the financial data you're accountable for.
Telos handles sensitive financial data for every business you serve. These are the controls in place to protect it.
Encryption
Data is encrypted in transit with TLS 1.2+ and at rest with AES-256.
Tenant isolation
Each firm's data is isolated, and every client is scoped so access is granted and revoked per engagement.
Access controls
Role-based access with support for single sign-on and multi-factor authentication.
Your data stays yours
Customer data is never sold. Disconnecting a client stops further data collection for that business.
Vetted subprocessors
A small set of infrastructure providers under contractual data-protection obligations; list available on request.
Monitoring & response
Infrastructure is monitored for anomalous activity, backed by a defined incident-response process.
Run a more scalable finance firm.
See how Telos reviews every client between closes, surfaces what changed, and prepares the follow-up for your team to send.