Zero Learning Curve: The fastest way to deliver 3 statement forecasts and reporting
Save time with automatic chart of accounts mapping, fast data sync, and one-button forecast creation. Impress clients with tailored financial statements, KPIs, and budget vs actual reporting automatically prepared.
Generate dynamic 3-Statement forecasts with the push of a button. Customize the forecasts easily, including capital plans with our automatic loan calculator.
Invite your clients to log in with Xero or Quickbooks credentials for dashboards and self-service access to financial reports.
Use your clients’ history to predict their future needs. Create scenario plans that help clients prepare for the future. Automatically send Budget v Actual reporting monthly.
Easily pull in your clients' Xero or Quickbooks history in minutes, no technical skills required. Auto-sync nightly, or on demand in real time.
All Plans Include
Generate dynamic 3-Statement forecasts with the push of a button.
Tailored Budget Builder
Help clients prepare for the future and automatically prepare Budget v Actual reporting.
Fully automated reporting with financial statements, charts, KPIs, and commentary done for you.
Motivating Goal Setting
Use our integrated goal-setting engine for scenario planning with advisory clients, showing the potential future financial benefits of your guidance.
Export all reports, forecasts, budgets, and goal-planning worksheets. Get PDFs, Excel workbooks, and printouts on demand. You can automatically email PDF reports to clients in your colors and branded with your logo.
Fast Loan Calculator
Easily add capital plan scenarios with our integrated automatic 3-statement loan service impact calculator.
Log in with your Xero or Quickbooks credentials and use 2-factor authentication to keep client data secure. Client portal equally secure.
Painless Xero Integration
Easily pull in your clients' Xero history in minutes, no technical skills required. Automap chart of accounts and auto-sync data nightly, or produce reporting on demand with real time data.
Easy integration with Quickbooks. Full history ready in minutes, no technical skills required. Automap chart of accounts and auto-sync data nightly, or produce reporting on demand with real time data.