Client reports that reflect your firm's quality
Turn management accounts exports into branded PDF packs for clients. White-label on Pro with custom brand profiles per client.
See it in action
Turn management accounts exports into branded PDF packs for clients. White-label on Pro with custom brand profiles per client.
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Benefits
Per-client branding
Pro brand profiles for each client identity.
Repeat monthly
Same template, new export each month.
Clear layouts
Clients understand charts without training.
Example reports
Layouts you can start from today.
Management Accounts
P&L KPIs and trend chart.
How it works
- 1
Export from ledger
Excel from Xero, QuickBooks or internal model.
- 2
Apply client brand
Pro: logo and colours per client.
- 3
Bind P&L lines
Map accounts to KPIs and charts.
- 4
Deliver PDF
Email client a designed pack.
Features
- Brand profiles (Pro)
- Financial templates
- PDF export
- Multi-page reports
Frequently asked questions
Related pages
Join early access
Get launch updates, connector betas and reporting tips. No spam.
Common reports
- · Management accounts
- · Cash flow summary
- · KPI dashboard
- · Year-end pack
Key KPIs
- Revenue
- Gross margin
- Operating profit
- Cash balance
- Debtor days
- Creditor days