One view across clients · for accounting & bookkeeping firms

Every client file’s status on one screen.

We build a read-only view across every connected Xero and QuickBooks file: which client is behind, which bank connection has dropped, which month still wants attention. One screen, nothing posted.

Talk it through with us How it works

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

Client overviewIllustrative
Ledger files readXero / QuickBooks
Dropped bank feeds flaggedPer client
Clients behind, listed firstOne screen
An example of what we build, not a client project.

How it works

What we build.

The same checks on every client file, so the answer to “where are we?” is one screen away.

  1. 01

    Connect read-only

    Each client file connects with read-only access. Nothing in the books is changed.

  2. 02

    Check the same things everywhere

    Unreconciled lines, dropped bank feeds and months not yet closed, checked the same way for every client.

  3. 03

    Work what’s behind

    One list sorted by what needs attention, with the owner for each client.

What stays with your team

Your clients’ data.
Your firm’s control.

Access & data handling

Read-only.

The view reads the ledgers. It does not post, edit or delete.

Your definitions.

What counts as behind is set with you, per service level.

Your accounts.

Connections run under logins your firm owns and can revoke.

Let’s look at the hand-offs

Tell us how it
works today.

Email us how you keep track of which clients are behind, 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.