Accountants and advisors – want to help your clients even more? Look no further than our stand alone advisory hero. Add extra value by offering access to intuitive reports and KPI dashboards that will supercharge your clients’ business success.
Got clients with more complex budgeting needs? Advisor can generate a seamless 3-way forecast that projects up to 10 years into the future. It will scale with your clients to enhance the advisory services you can offer.
Full business monitoring, 24/7. Advisor’s integrated alerts notify your client – and you – if they reach an agreed threshold or limit, or hit a target they’d set.
Seamlessly integrate with Xero, QuickBooks and MYOB for up-to-date reporting.
Advisor lets your clients ask ‘what-if?’ and explore their options with scenario modeling that helps them understand their business better.
Save time and effort with automated sales tax reporting and forecasting.
Drill into your clients’ KPIs with our formula builder to assess their business operation metrics.
Contact us today to see how we can help you.