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Discuss your first workflow

Your Twin / Fractional finance & operations

Arrive withthe picture.Not the prep.

Your Twin connects a client’s Xero records, Google Sheets trackers and Outlook emails, so each monthly review starts with the decisions, not the rebuild.

Bring a client reviewWhy a Twin?

For fractional CFOs, fractional COOs and the advisers who run monthly client reviews

The client Twin · Item, figure, question and owner

Connect the systems you useKeep your original records in the systems you use
Accounting · payments
Xero
SunSystems
Stripe
GoCardless
Documents · files
Microsoft 365
SharePoint
Google Drive
Knowledge · CRM
Google Docs
Google Sheets
Notion
HubSpot
Email · calendar
Gmail
Calendar
Outlook
Chat · meetings
Slack
Teams
Granola
Engineering · data
GitHub
Linear
Postgres
MySQL
SQL Server
Other connections agreed for your first workflow

Mercury Labs has delivered for

  • HM Government logo
  • Department for Education logo
  • Department for Work and Pensions logo
  • IfATE logo
  • HVM Catapult logo
  • MTC logo
  • Harrison Parrott logo
  • PrimaryBid logo
  • Augmentive logo
  • Forestreet logo
  • LVF Creative Studio logo

Client work by Mercury Labs, the team behind your Twin.

What’s still open before the review?

Ask across the client’s Xero, checklist and email. See each open question beside its figure and owner.

Sample workspace

A replay of a session in a sample workspace: a fractional finance director asks what is still unresolved before a client's monthly review, the Twin checks the review items, Xero, the checklist in Google Sheets and Outlook, the answer streams in with each open question and owner, then the first item's record opens.

The picture ready before the meeting.

Spend the client’s time on the decisions, not on rebuilding the numbers.

  1. 01

    Prepare from the records.

    Bring figures and explanations into the same review.

  2. 02

    Keep open questions visible.

    See what still needs the client’s input.

  3. 03

    Keep each follow-up owned.

    See who owns each open question before the meeting.

The records behind every answer.

Your team works from the same review items the Twin answers from, each with its status, owner and next step.

Sample workspace

The Monthly review channel in a sample workspace, switching through its saved views of the review items: a table sorted by the Item column, a board grouped by status, a calendar by source date, and the Month-end review dashboard, with what needs attention and the records by status, owner and date; then the channel's Overview, with what changed today. The replay above answers from these records.

How you start.

Core from £2,000 a month with a dedicated, managed deployment, AI usage from £250 a month and optional engineering at £1,200 a day. See pricing

  1. 01 · First conversation

    Choose the review.

    Choose the monthly review you prepare for one client.

  2. 02 · Week 1

    Agree the sources.

    Agree which systems to connect and who can access the records.

  3. 03 · Week 2

    Check it with your team.

    Check the result against real examples. Expand where it helps your team.

A clear starting point.

  • Each client has its own Twin, with its own records and access. Working across clients is a setup we agree with you and each client.

More questions

Your first workflow

Bring the review you prepare for one client every month.

We look at it with you first. Then we agree which systems to connect and who can see the records, and check the result with your team in two focused weeks.

Bring a client reviewPartner with Mercury Labs