Actuly for accountants
One workspace for your whole portfolio, synced from Xero, QuickBooks or FreeAgent. Dashboards, board packs, forecasts and month-end workflows for each client, run the same way every time.
See the whole portfolio
Sales, growth, financial health and month-end status for each client on one screen, so you know who needs attention before they call.
Understand each business
Dashboards, a scorecard and a performance table you can click into, refreshed on every sync. Sales and margin by department, region or product where the client tracks them.
Share it beautifully
Build the board pack once and run it for each client with their own numbers and branding. AI drafts the commentary, you approve every word, and the finished pack downloads as a PDF.
A finished pack, exactly as the client receives it.
Plan what’s next
Budget, revised forecast, rolling 12 and What If scenarios. Choose how each line should behave or type your own figures, and every report compares actuals against the plan.
On time, every month
A job for each client, scheduled from their year end, with stages, owners and approvals. Overdue tasks are flagged, comments stay with the task, and sign-off is on the record.
Walk in with the pack built, the variances explained and the questions ready.
Cash flow, debtor days and working capital, trended every month for every client.
Revise the forecast as the year unfolds and show it against budget in the same report.
Set next year’s budget from this year’s actuals, line by line, in an afternoon.
Try it free on one client first, with no card and nothing to pay up front. Then talk to us about pricing for your portfolio.
How many clients, which ledgers they are on, and what you produce for them today. We will set up a demo on real data and come back with a price.