
An easy, lightweight solution to enable financial advice at scale

Financial
reports

Data extraction
& visualisation

Management reports

Template financial
models & analysis

Multi-entity
consolidation

Performance
dashboards
Enhance your consolidated reporting.
Multi-entity connectivity allows consolidated financial statements to be created with ease without sacrificing your audit trail.

Automate your reporting & analysis.
Refresh your financial data to update your financial reporting, models, workpapers and analysis.

Refresh
Save
Share
A seamless reporting solution without leaving excel.

Reduce manual processes.
Generate and customise financial reports accross multiple entities in excel without visiting your accounting platform.

Actionable
insight faster.
Template dashboards to monitor and manage your businesses performance.
Unlimited organisational connectivity managed in one place.
Advisors
A non-invasive, light weight solution to enable financial advice at scale. Connect and access all client information required to build financial models, perform analysis and undertake financial due diligence.
Accountants
Month end reconciliations, Business activity statements and year end accounts can be put together with ease without loosing your workings and the valuable audit trial excel provides.
Business Operators
Automate the production of financial reporting and analysis with our report generator. Create custom management accounts and dashboards to provide real time status of your businesses performance.
Need a practice-wide reporting solution?
Contact us to discuss pricing plans for business and enterprise.
Your feedback is essential as we test, tailor, and tweak our development to your needs. Sign up today for early access.
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If you would like to be part of our journey, simply register now and we will send you details on how to get started, along with a short thank you for joining us!