Every client receives a fully customised portal. Log in to view live dashboards, access your monthly management accounts, and drill down into real-time KPIs—all in one secure location.
Finance shouldn't be a black box. You need visibility to lead. We give you the tools to see the big picture and the granular details, by building every client a fully bespoke finance command centre tailored to their data, systems, and decision making needs.
Log in anytime to see your bespoke dashboard. From daily cash position to live revenue tracking, your critical numbers are always available, not hidden in spreadsheets.
Your monthly reporting pack is delivered directly to the portal. Download P&L, Balance Sheet, and variance analysis reports instantly, fully formatted and board-ready.
Security is paramount. Grant your Sales Director access to revenue KPIs without revealing payroll. Give investors read-only access to board packs. You control the permissions.
Click to interact with the demo environment
We hook into Xero, Stripe, Shopify, and your bank. The dashboard updates as the data does.
Need a pack for the board meeting? Download professional PDF reports with one click.
Numbers need narrative. Your Finance Director adds commentary directly into the portal alongside the graphs.