1 Connection = 1 client company connected to Xero or Quickbooks
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.
Invite your team with granular access control to specific clients.
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.