MarketrixBookkeeper / fractional CFO
Multi-client operatorI recommend whichever bank makes my Tuesday shorter.
Manages books for fourteen startups. Needs accountant-level access without owning the account, clean exports and a way to switch between clients without logging out.
Runs a fractional finance practice serving early-stage companies. Recommends banks to founders and therefore evaluates on behalf of dozens of clients at once. Cares about accountant roles, statement quality and how many clicks a monthly export takes.
- Read-only accountant access across clients
- One-click statement and CSV export
- Consistent categorisation across accounts
- Sharing founder logins
- Statements as scanned PDFs
- No multi-client switcher
Searches 'accountant access' first; downloads a sample statement; counts clicks to export.
A client asks which bank to pick; a month-end export that took forty clicks; a founder sharing a login again.
Each trait scored 0–100, where 50 is the population average.
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