Build a More Profitable Streamlined Firm

Special Volume Pricing
Onboarding in Under an Hour
U.S. Based Support
Request a Demo

Save Your Firm Time

  • Easily sync ERP and HRIS data with Excel and Google Sheets
  • Instantly compute budget vs actual variance analysis
  • AI creates your end-of-period write-ups and answers client questions
  • Deliver your end-to-end client package with one single click
Branded reports with relevant messaging

Create Happier, Stickier Clients

  • Share an intuitive web app instead of emailing spreadsheets or PDFs
  • Supply clients with one destination where their numbers are always fresh
  • Allow clients to run their own analyses and drill into data at their own pace
Client dashboard

Migrate Clients to Higher Margin Services

  • Move from bookkeeping to advisory services with almost no incremental work on your side
  • Bring your clients a full FP&A set of reporting and analysis
  • Create distinct P&L destinations for company operators, with numbers personalized for their specific team
Data sync and automated variance and segmentation

Bulletproof security & permissions

  • Surface data from multiple systems in one easy-to-use, secure UX
  • Permission each client employee with the precise numbers for them, and shield what they shouldn’t see
  • Soc2 Type II certified
Security and permissions

Transparent and affordable pricing

First client free forever.

Number of Clients - Up To
Monthly Cost
Discount to Full Price*
*Based on the regular subscription price of $399/mo.

Need more than 500 clients? Contact a sales associate.