portfolio view
Powerful insights all on one screen. Monitor key metrics, sort clients to segment them, filter clients to benchmark them and improve clients’ numbers all at once to see what’s possible for the firm
The 7 key numbers
Know where your clients are with the 7 Key Numbers every business owner needs to know.
The 5 levers of success
Collaborate with your clients on their 7 Key Numbers and the 5 Levers of Success, to help them understand what’s possible and see the total effect of any changes on their profit and cash position
Action plan
Create action plan, growth and funding plans with your client, together with suggested tasks to enable your team drive accountability and help clients achieve their goals
Financial plan
Create a financial plan for all of your clients in minutes
Budget vs. Actual
Track budgets versus actuals to help clients continuously improve
Funding plan
Help your clients get their business funded with our 3 step process and direct integration to Capitalise®
Systems and processes for your firm
Learn and access systems, processes, template emails, agendas and checklists to build your ideal firm and deliver success to your clients
Online structured data room
Verify essential business documents and assets in clients’ own data room ready for when they require borrowing, funding or exit
Signposts to other apps
Positions the implementation of other (reporting) apps to create the bigger picture and improve adoption beyond measure/monitor
Member success
World class member success team and support to help your firm go beyond advisory and access to a vibrant community
Education
Education to upskill accountants is built into the system, to help your teams develop
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