Find answers, learn the platform, and get in touch with our team.
Follow these steps to set up your account and start managing your book of business.
Sign up and complete your profile. Set your company name, upload your logo, and configure your branding so every report and proposal carries your identity.
Create organizations for each of your clients. Add company details, industry, contacts, and start building your client portfolio in one place.
Upload vendor contracts and monthly bills. Our AI automatically extracts key details like vendor, amounts, dates, and terms to save you hours of data entry.
Map out all telecom, cloud, and IT services for each client. This powers your spend analysis, savings recommendations, and executive reports.
Import commission statements and map them to accounts. View monthly breakdowns, service-level detail, and forecasts to understand your revenue.
Use the report builder and AI proposal generator to create branded executive summaries, spend analyses, and client proposals in seconds.
Explore guides organized by topic to master every feature of AdvisorOS.
npx serverAdvisorOS is an AI-native platform built for technology advisors and managed service providers. It combines client management, financial tools, CRM, and AI-powered insights into one platform designed to help you grow your advisory business.
Log in to your portal, navigate to Contracts or Bills in the sidebar, and click the upload button. You can upload PDFs and images. Our AI automatically extracts vendor names, amounts, dates, and key terms so you don't have to enter data manually.
Yes! If you're an Admin, go to the Team page in your portal. You can invite team members as Admins (full access), Advisors (data access without team management), or Employees (no commission visibility). Each person gets their own login with role-based permissions.
Navigate to Commissions in your portal. Import commission statements from your carriers and vendors, and AdvisorOS will map them to your client accounts. View monthly breakdowns by service, forecast future revenue, and track trends over time.
Absolutely. Every report, proposal, and PDF generated through AdvisorOS is automatically branded with your organization name. Use the Report Builder for executive summaries, spend analyses, and contract reviews. The AI proposal generator creates professional documents in seconds.
Yes. AdvisorOS uses industry-standard encryption, role-based access controls, and requires NDA signing before portal access. Each advisor's data is sandboxed to their assigned organizations. We support two-factor authentication for additional security.
Ace is your AI-powered advisor assistant. It can analyze your client data, answer questions about contracts and spending, generate insights and recommendations, and help you prepare for client meetings with relevant data points.
The Advisor OS MCP server lets any tool that speaks the Model Context Protocol (Claude Desktop, Cursor, Windsurf, Zed, the OpenAI and Anthropic Agent SDKs, n8n, and more) read your live pipeline, contracts, commissions, and clients. Generate a personal access token in Settings → Tokens, drop it into your client's MCP config, and restart. The full walkthrough is in our MCP setup guide.
By default the server is read-only: it can list deals, look up clients, fetch contracts, and query commission data, all scoped to your role. Write tools (create deal, update contract, send notification) are off by default and have to be enabled per-token. Tokens can never see beyond your existing role permissions, every tool call is logged, and you can revoke a token from settings instantly. See the security section of the setup guide for the full posture.
Sign up for an account, complete your profile, and start by uploading a few contracts or bills for one of your clients. From there, explore the dashboard, run your first report, and see how AdvisorOS can transform your agency.
Our team is here to help. Reach out and we'll get back to you quickly.