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Practice Overview
47 clients · Last synced 2 minutes ago
All entities
Clients
47
+3 this month
Fully Reconciled
38
80.8% of clients
Review Items
124
+18 since last week
AR Overdue
£284,500
12 clients affected
ClientRevenueAR OverdueUnreconciledCurrent RatioStatus
Acme Holdings Ltd · Group
£1,240,000
£42,500
3
2.1
Review
Bright Spark Digital
£680,000
£0
0
3.4
Pass
Cedar Property Group · 4 entities
£2,100,000
£128,000
14
1.3
3 items
Delta Consulting
£340,000
£18,200
0
2.8
Pass
Evergreen Care Ltd
£890,000
£96,300
7
1.1
Review

Practice visibility without the legwork.

Spend less time manually reviewing client files just to confirm the work is done.
More time doing the work only an accountant can do.

01

Know where your team should focus today

Give your team the tools to start every day knowing exactly which clients need attention. Reconciliation status, bank feed health, outstanding review items. One view, every client, updated automatically.

02

See which clients you should be calling

A client's cash position is deteriorating. Another has doubled revenue in six months. Someone's receivables are out of control. The signals are in your data already. Translucent surfaces them so you can be proactive, not reactive.

03

Spot where you're losing margin

Transaction volumes doubled but fees haven't moved. A client's complexity has grown but your scope hasn't. See the mismatch before it costs you.

Outcome image 3
Scope creep tile — iterating

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Journal-level data pulled across every connected client. No configuration, no mapping, no cleanup.

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Match your existing processes. Your checks, your thresholds, your workflow.

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