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Partner with Peaky.
Scale your advisory.

We help modern accounting firms and CFO-as-a-Service teams deliver strategic planning at scale. Faster, smarter, and with fewer manual hours.

Your portfolio, built for advisory.
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Why partner with peaky?

Your clients don’t need another report. They need fresher, faster updates — and better advisory. That’s what partnering with Peaky gives you: scale and quality in every plan you run.

Let's partner
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Efficiency

Serve more clients without growing headcount. Plans update 4× faster.

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Differentiation

Offer proactive, always-current financial planning that sets you apart

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Retention

Deeper engagement = stronger client relationships.

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Revenue

Expand services, capture more advisory fees.

How it works.

No hoops, no long ramp-up.
Use Peaky on your own work, tap into our toolkit, and bring clients on board when you’re ready.

Let's partner
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Keep plans alive.

Use Peaky internally to keep client plans alive.

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Unlock the toolkit.

Get access to model packs, benchmarks and automation.

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Grow together.

Refer or onboard clients and grow with us.

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Let's scale your advisory together.

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Curious? Let's talk.

Ready to level up your planning? We’ve got you. 
Got a question or just want to say hi? That’s cool too.

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