AUTOMATED
FINANCIAL REPORTING
Save time with automatic Quickbooks and Xero chart of accounts mapping, fast data sync, and one-button 3-statement forecast creation. Impress clients with tailored financial statements, KPIs, and budget vs actual reporting automatically prepared.
Reviews
Don't take our word for it, ask your peers
“You can create a forecast within minutes . . .”
Kelly Smith
Munro Benge Chartered Accountants Limited
“Clients see what the different outcomes are for different scenarios.”
Linda Klok
Klox Business Solutions
“Generate a new service and a new level of fees.”
Kenneth Lewis
Lewis Partners Accountants PTY LTD
All Plans Include
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Instant Forecasts
Generate dynamic 3-Statement forecasts with the push of a button.
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Tailored Budget Builder
Help clients prepare for the future and automatically prepare Budget v Actual reporting.
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Impactful Reporting
Fully automated reporting with financial statements, charts, KPIs, and commentary done for you.
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Motivating Goal Setting
Use our integrated goal-setting engine for scenario planning with advisory clients, showing the potential future financial benefits of your guidance.
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Easy Exports
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.
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Fast Loan Calculator
Easily add capital plan scenarios with our integrated automatic 3-statement loan service impact calculator.
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Secure Access
Log in with your Xero or Quickbooks credentials and use 2-factor authentication to keep client data secure. Client portal equally secure.
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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.
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Quickbooks Integration
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.
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