Client dashboards · for accounting & bookkeeping firms

Monthly numbers your clients can open themselves.

We build dashboards your clients log into, fed straight from their Xero or QuickBooks file, so the monthly numbers you talk them through are already there when they open it. Your branding, your commentary next to the figures.

Talk it through with us How it works

Built in your tools. A person at your firm approves anything that matters.

Client dashboardsIllustrative
Month closed and approvedYour reviewer
Figures refreshedXero / QuickBooks
Client opens the dashboardYour branding
An example of what we build, not a client project.

How it works

What we build.

Built for firms that sell advisory or monthly reporting, so the numbers arrive before the conversation.

  1. 01

    Approved figures only

    The dashboard updates once the month is signed off, so clients never see work in progress.

  2. 02

    Your commentary

    Space next to the figures for the notes you’d make on a call.

  3. 03

    Your brand

    Your firm’s name and colors, so it reads as part of your service.

What stays with your team

Your clients’ data.
Your firm’s control.

Access & data handling

Signed off first.

Figures publish after your review, not before.

Read-only for clients.

Clients see the numbers. They can’t change the books.

Your client relationship.

The dashboard carries your firm’s name, not ours.

Let’s look at the hand-offs

Tell us how it
works today.

Email us how clients get their monthly numbers from you now, and we’ll say honestly whether this would help. If it would, we’ll suggest a short call.

Book a call connect@cudalo.com
Start with a simple email.
  1. The systems your firm uses
  2. The process you want to improve
  3. What your team does manually today

For accounting & bookkeeping firms
in the US, Canada & UK.