portfolio view
Powerful insights all on one screen. Monitor key metrics, sort clients to segment them, filter clients to benchmark them and improve clients’ numbers all at once to see what’s possible for the firm
The 7 key numbers
Know where your clients are with the 7 Key Numbers every business owner needs to know.
The 5 levers of success
Collaborate with your clients on their 7 Key Numbers and the 5 Levers of Success, to help them understand what’s possible and see the total effect of any changes on their profit and cash position
Action plan
Create action plan, growth and funding plans with your client, together with suggested tasks to enable your team drive accountability and help clients achieve their goals
Financial plan
Create a financial plan for all of your clients in minutes
Budget vs. Actual
Track budgets versus actuals to help clients continuously improve
Funding plan
Help your clients get their business funded with our 3 step process and direct integration to Capitalise®
Systems and processes for your firm
Learn and access systems, processes, template emails, agendas and checklists to build your ideal firm and deliver success to your clients
Online structured data room
Verify essential business documents and assets in clients’ own data room ready for when they require borrowing, funding or exit
Signposts to other apps
Positions the implementation of other (reporting) apps to create the bigger picture and improve adoption beyond measure/monitor
Member success
World class member success team and support to help your firm go beyond advisory and access to a vibrant community
Education
Education to upskill accountants is built into the system, to help your teams develop
Similar Apps
BigCommerce for Sage 100
Modernize your ecommerce presence and launch a fully integrated B2C and B2B storefront to reach new customers. BigCommerce’s open SaaS solution combines the best of SaaS and API enabled openness with robust Sage 100 integration capabilities powered by IN-SYNCH for Sage 100. <p>IN-SYNCH, In-Synch, enterprise, eCommerce, transactions, processing orders, order processing, customizable</p>
BigCommerce for Sage 100
BillBjorn
Lightning fast automated data entry into Sage Accounting
BillBjorn
Credit Hound for Sage 100cloud
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.
Credit Hound for Sage 100cloud
Credit Hound for Sage 50
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.
Credit Hound for Sage 50
HireHop Equipment Rental Software
Affordable & powerful equipment rental software for rental companies. Manage inventory, jobs and clients with the world's best rental business software.
HireHop Equipment Rental Software
IN-SYNCH
IN-SYNCH enables Sage 100 process automation through real-time data synchronization with any third-party system including e-commerce carts, marketplaces, CRM, 3PL, and more! <p>Sage 100 e-commerce, Sage 100 integration, Sage 100 process automation, BigCommerce, B2B, B2C open SaaS, powered by IN-SYNCH</p>
IN-SYNCH
SYNC
Integrate Sage with your CRM, E-commerce, Service Platforms and more with Commercient SYNC.
SYNC
Simple-Simon
Simple-Simon's smart work order app makes it possible to digitize work orders/job sheets and get rid of the paper hassle. Register your work on the spot via smartphone and tablet and keep track of all work orders via the office module. Save time, money and increase your quality.
Simple-Simon
Stripe Invoice Payments
Stripe makes getting paid so easy, you don’t have to ask twice. With Stripe and Sage Business Cloud, you can securely take payments directly from your invoices with the ‘Pay Now’ button or over the phone.
Stripe Invoice Payments
Swoop Funding for Advisors
Smart tech built by accountants, for accountants As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt and equity.
