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A forecast for every client
Built from their QuickBooks or Xero in minutes.
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Meeting-ready deliverables
White-labeled dashboards and reports under your firm's brand — deliverables that justify advisory pricing.
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Headcount & what-if planning
"What if we hire?" Show the break-even on their next hire live in the meeting — the moment clients lean in.
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Mira, the AI analyst
A first pass on every client before you open the file.
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One login for your whole book
Every client's numbers in one place, always current.
No implementation, no account mapping, no templates. Connect a client and it's built — firms are certified in two weeks, not 60 days.