Select from a pre-built list of business insights designed to be up and running in minutes
See key client metrics in one place with tailored views to meet your needs.
Build an automated pipeline of leads while you sleep driven from your business insights
Collaborate with clients in real time and keep an audit trail of the key conversations
Keep on top in between meetings with the mobile app so you are truly providing a proactive service
Automate the hell out of your back office systems with other practice solutions such as Practice Ignition
Don't be bound by the number of users or companies with our unlimited all in pricing
Partners, accountants and bookkeepers alike can handle a bigger workload in a fraction of the time - focus on the issues