Feature overview

The Client Manager helps accountants effortlessly validate processing done by clients and enter adjustments for management reports.

Simply link your client’s chosen accounting provider, compare data and identify and correct errors before sending out financial reports.

Client Manager Screen
Import data

Instantly import trial balance data in API or CSV formats.

Improved visibility

Compare and analyse client data, including trial balance, profit and loss and balance sheet, on a month by month or year to date basis.

Improved accuracy

Create tasks for client work within the platform, including checklists and programs to check, edit, adjust, reconcile, and mark off financial reports.

Boost communication

Communicate with clients through our secure, cloud-based portal to exchange information and address queries.

Add value

Engage with your clients by holding value adding advisory discussions using timely monthly management accounts.