Firm profile
Umbrex
Umbrex was named in 1 of the 15 fractional CFO and outsourced accounting firms questions measured by The Shortlist Report, appearing in 31 of the 259 AI responses sampled across those questions (12.0%).
Umbrex is strongest on “Who builds budgets, forecasts and board reporting?”, where it was named in 31 of 259 responses (12.0%), placing it in tier 1 of that report.
What Umbrex is surfaced for in fractional CFO and outsourced accounting firms
Based on the measured answers, Umbrex is most likely to be surfaced when buyers ask about “Who builds budgets, forecasts and board reporting?”.
How the answers describe the firmConnects companies with independent consultants for board-pack redesign, KPI dashboard definition, and executive reporting projects.
In this sample, Umbrex was named on 1 of the 14 fractional CFO and outsourced accounting firms ranking questions measured. These are the buyer questions where it appeared most often:
- Outsourced FP&A and forecasting — named in 31 of 259 responses (12.0%), tier 1.
This describes when the firm is surfaced, not whether it is the right firm to hire. The sample measures recommendation visibility, not client outcomes.
Every question in fractional CFO and outsourced accounting firms
Umbrex was named on 1 of these 14 ranking questions. The rest are questions buyers ask that it did not come up for — with whoever did.
Who leads fractional CFO and outsourced accounting firms overall: Pilot tops 3 of 14 · Armanino tops 1 of 14 · BPM tops 1 of 14 · Burkland Associates tops 1 of 14 · InterimCFO tops 1 of 14 · Local Fractional tops 1 of 14. See all reports.
Where Umbrex was named
| Question | Tier | Responses | Share | |
|---|---|---|---|---|
| Who builds budgets, forecasts and board reporting? | 1 | 31 of 259 | 12.0% |
What Umbrex gets named for
Across the 15 fractional CFO and outsourced accounting firms questions measured, Umbrex is named most often on “Who builds budgets, forecasts and board reporting?” — it appears in 31 of the 259 ChatGPT responses to that question, or 12.0% of them.
That is the only question in this set where Umbrex cleared the reporting threshold, so its visibility is concentrated in one kind of buyer question rather than spread across the category.
What Umbrex’s tier placings mean
On “Who builds budgets, forecasts and board reporting?”, Umbrex sits in tier 1 of 2, named in 31 of 259 responses (12.0%). Tier 1 does not mean it was ranked first. It means that at 259 responses, the gap between Umbrex and the most-named firm in that sample is inside the margin of error, so the two cannot be told apart. Umbrex shares tier 1 with TILT, Simion Advisory Partners, QX Global Group, Catalyst CFO and Deloitte, and the order they are listed in is arbitrary. 4 further firms were named on this question but fell into lower tiers, meaning the sample did separate Umbrex from them.
What this page is, and is not
- It is a count of how often AI assistants named Umbrex when asked buyer questions about fractional CFO and outsourced accounting firms. Nothing here is a review, a rating, or an assessment of the firm’s work.
- Umbrex did not submit this listing, was not contacted about it, and cannot pay to change it, move up, or be removed.
- A firm named in few responses may still be excellent. Share follows what has been published about a firm online, which is what an AI assistant reads.
- Wrong details, or a firm merged with another of a similar name? We fix those.