Manage every client from one dashboard. Assign work, track status, connect banks, and deliver reports — without the chaos of switching between tools.
Firm Console — Client Portfolio
Kim & Associates
Northgate Industries
TechStart LLC
Meridian Health
Manage all clients from one dashboard. See reconciliation status, payroll readiness, and open tasks across every account.
One login, unlimited client accounts. Switch context in seconds without logging out.
Assign Bookkeeper, Accountant, Reviewer, or custom roles to team members with granular module permissions.
Ella AI works across all client accounts. Ask questions, find discrepancies, and generate summaries in plain English.
Invite clients to upload documents, approve transactions, sign engagement letters, and view their shared reports.
Roll up reports across clients, track billing, and demonstrate value with professional PDF reports.