Integration
Management packs without manual exports.
Figures pulled from each client's books on a schedule and assembled into the reports clients actually read.
Client reporting
Typical flows
Scheduled extracts
Closed figures pulled from each client file once the month is signed off.
Consistent packs
The same layout, KPIs and commentary prompts for every client on a service tier.
Delivery
Sent through the portal or email, and logged against the client in practice management.
Client reporting
Common systems
- QuickBooks Online, Xero and Sage
- Reporting tools and spreadsheets
- Practice management and client portals