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

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.

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

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

Deeper engagement = stronger client relationships.

Expand services, capture more advisory fees.
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.
Use Peaky internally to keep client plans alive.
Get access to model packs, benchmarks and automation.
Refer or onboard clients and grow with us.