Unlock financial insights with powerful accounting features. What's even better... these features are included on all monthly bookkeeping and outsourced CFO plans.

Mobile and web portal

Message your accounting team just like they are in the next office! Your portal includes access to:

- Team discussion
- File sharing
- Dashboards
- Employee onboarding

hand holding a phone with client portal displayed
example of our financial dashboard

Financial scorecard

Live financial dashboards and monthly reports. Every account includes a basic dashboard and recurring P&L update. Outsourced CFO plans include custom dashboards and reports.

A complete accounting team

Every plan includes access to a financial analyst and a compliance (payroll and tax) specialist. Yes, every plan! Outsourced CFO plans include a senior analyst.