Free QuickBooks Dashboard — Offering Discontinued

We no longer offer a free dashboard. Our practice now starts with a paid pilot (~$500–$1K/month) or a partner referral from an existing fractional CFO.

Originally published: February 2026|Updated: September 2026

What changed

Eagle Rock CFO retired the free QBO dashboard in September 2026. The tool you may have seen referenced here is no longer offered. Every engagement now starts as a paid pilot or a partner referral — there is no free tier.

How to Engage Eagle Rock CFO Now

Paid Pilot — Tier 2

~$500–$1K/month. A 20-page monthly financial reporting package with narratives and basic insights. AI-generated from your QBO, human-reviewed before delivery.

See service tiers

Partner Channel

Many of our clients come through an existing fractional CFO. If your CFO already uses Eagle Rock as their tech layer, ask them about onboarding — the same Tier 2 / Tier 3 services, routed through a partner you already trust.

How partner-led works

Get in Touch

The fastest path: email us at Nick@eaglerockai.com with one sentence on your business, revenue band, and the decision you're trying to make. We'll respond within one business day with the right pilot scope — or the right partner to talk to.

Start with a Paid Pilot

$500–$1,000/month. ~20-page financial reporting package with narratives and basic insights. Tier 3 deep insights $2,000–$5,000/month for the "do this now" recommendations.

Deprecated: tier_1_dashboarding and free_consultation, free_qbo_dashboard.