Your firm’s name on it.
A report for each client, branded with your logo, with an adviser section for your commentary and recommendations.
Advisory
Branded client reports and portfolio views, ready to use now.
We prepare the evidence.
You add the expertise.
Offer clients a business review built on their own accounting data, under your firm’s name. Add your judgement, agree actions and charge for the advice you deliver. Your firm sets its own service and fees.
AVAILABLE NOWWord report Excel workbook Client PDF Portfolio and Compare
Fill in what the accounts don’t show.
Monthly sales from the accounting data, with input cells for missing costs, payroll and headcount, adjustments and a sales target. A separate download from the Word report: what you enter stays in the workbook.
A summary for your client.
A short PDF of the findings that you can send straight to the client.
Every client at a glance.
In the app: money at risk across your clients, a drift heat map, and up to four clients side by side.
How to get them: Clients page → choose a client → DOCX, XLSX or PDF. Portfolio and Compare are in the app’s menu.
COMING NEXTPro plan · rolling out in December
SWAT Packs
Quarterly packs aligned to each client’s year end, approved by your firm before delivery, with a portfolio digest across your clients.
LATER
Staffing scenarios, and sector and public competitor comparisons.
Referral registration does not grant access to client financial records.