Deliver powerful data-backed insights that help your clients succeed

Thrive in a changing ecosystem with a tool that empowers you to provide indispensable services and grow your practice.

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Take your practice to the next level

Streamline the work you do maintaining your firm so you can spend time growing your business with strategic, data-backed decisions that take just minutes to discover.

See how makes providing exceptional service even easier.


Future-proof your workflows

Improve tried-and-true processes when you integrate cloud-based software you already use. Speed up your everyday tasks: from ad-hoc and automated Reporting to in-app client collaboration.

Transform data into insights & intelligence, fast

Slice and dice data with more flexibility than ever without switching windows or applications. Combine data from different sources for a powerful view of business wins and obstacles. on laptop
cash flow forecasting

Offer a strategic view of tomorrow’s finances

See future roadblocks today with zero-effort Cash Flow Forecasting and make sure money stays in your client’s pocket (and in yours).

Deliver success-boosting client experiences

Provide irreplaceable, personalized service with customized Dashboards and Reports featuring digestible visualizations created in a click.

Take for a test drive. Get unlimited access to our Demo Data.

Test out all of our features on a fully-built Demo Data Source that’s set up with sample business data from QuickBooks Online and Xero.

Financial Professionals ask

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Learn about simple pricing you can justify.

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Check out our full list of integrations and what’s coming soon.

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Find the resources you need to get started. We’re here to help.

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