All the Tools You Need to Support Your Clients and Grow Your Practice

Simplify reporting, forecasting, advisory, and client management with solutions tailored for accountants and bookkeepers.

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Explore our dashboard solutions for you

Xero Practice Manager Dashboards

Karbon Dashboards

FYI Elite Dashboards

Xero Practice Manager Dashboards

See How Your Firm’s Really Performing

Track profitability, team productivity, and client performance in real-time. No more guessing or waiting—just clear, custom dashboards that show exactly where your firm stands.

Start with XPM Dashboards

Karbon Dashboards

Keep Your Practice Running Smoothly

Get a clear view of your team’s KPIs, track project progress, and manage workflows with dashboards built for Karbon. Make informed decisions faster with real-time data and customisable reports tailored to your firm.

Start with Karbon Dashboards

FYI Elite Dashboards

Stay Ahead with Real-Time Business Insights

Access up-to-date reports, manage team performance, and track key metrics with dashboards that integrate seamlessly with FYI Elite. Make data-driven decisions and improve efficiency across your firm.

Start with FYI Elite Dashboards

Explore our dashboard solutions for your clients

Advisory Dashboard

Consolidations & Eliminations Dashboards

Family Office

Benchmarking Dashboards

Advisory Dashboards

Give Clients a Complete View of Their Finances

View and analyse all your clients’ financial data in one place. Run scenario-based planning, compare KPIs, and reduce prep time for meetings—no more manual exports or data headaches.

Start with Advisory Dashboards

Consolidations & Eliminations Dashboards

Simplify Multi-Branch Reporting

Easily view and manage intercompany transactions across multiple branches. Analyse profit and loss, balance sheet, and cash flow with or without intercompany eliminations.

Start with Consolidations Dashboards

Family Office Dashboards

Keep an Eye on Family Finances

Track financial data based on ownership structure. Manage P&L, balance sheets, and cash flow for individual clients or families with specific views based on owner/shareholder information.

Start with Family Office Dashboards

Benchmarking Dashboards

Compare Performance Across the Industry

Easily compare your clients’ financial standing against other managed companies or industry benchmarks. Provide actionable insights that help clients stay competitive and grow.

Start with Benchmarking Dashboards