Month-end packs
your clients
actually open.
A client reporting portal for accountancy firms. Upload your Xero exports, and each client gets a branded dashboard and a monthly pack with your commentary.
The spreadsheet pack nobody reads.
Every month someone at the firm rebuilds the same charts, pastes them into a PDF and emails it out. Clients skim it, then ring with the questions it already answers.
- Figures come from the exports you already run
- Clients log in to the current month, any time
- Site-by-site breakdowns without extra work
- Your commentary sits next to the numbers
Built for the firm. Read by the client.
From Xero exports
Upload the monthly exports you already produce. The figures are read into each client's dashboard without retyping.
A login per client
Each client sees only their own business. Firm staff see every client they look after.
Your firm's branding
Your name and colours on every dashboard and pack, not ours.
Sites and groups
Break a client down by site or location, or roll several entities up into a group view.
Monthly packs
Build the month-end pack once and reuse the layout, with forecasts alongside actuals.
Commentary you approve
Optional AI-drafted commentary. Nothing reaches a client until someone at your firm has reviewed it.
See it with one of your clients.
Send us last month's exports for one client, and we'll show you their dashboard.