Coming soon
Accounting firms
Close Tracker
See every client's month-end status on one board, with document requests and reminders that send themselves.
One place to run your
accounting firm
Replace the patchwork of spreadsheets, apps and email threads with one branded workspace. Your jobs, clients, billing and reports in one place, under your name, set up in an afternoon. Reserve early access today.
- One login
- One place for your clients
- One monthly bill
5 apps. 5 logins. Nothing in sync.nvisin One place, under your brand.
Real screens from live tools, shown with sample companies.See every tool →
Monthly ReviewAccounting
Draw RequestsConstruction
Client Health BoardAgencies
Owner StatementsReal estate
Renewal TimelineInsurance
Job ManagerTrades
13-Week Cash ForecastAccounting
Monthly Service ReportIT services
Homeowner Project PortalConstruction
Ad Spend PacingAgencies
Client Policy PortalInsurance
Rental ManagerEquipment rental
Branded InvoicesServices
Subcontractor ComplianceConstruction
Client ApprovalsAgencies
Maintenance ManagerMaintenance
Certificate RequestsInsurance
How it works
Pick a tool. Make it yours. Go live in an afternoon.
Every tool works the same way. Set up one, and the next feels familiar.
1
Pick a tool
Each tool is built for a specific workflow in a specific industry, not a general dashboard builder.
2
Make it yours
Upload your logo and we'll pick up your colours. Your clients see your firm's name, not ours.
3
Use your domain
Use an address like reports.yourfirm.com. We take care of SSL and hosting.
4
Subscribe monthly
Pay by card and cancel anytime. Add more tools to the same account as we release them.
The catalog
What do you run?
Pick your industry to see the tools built for it. Live tools are ready to use now. For the rest, click Notify me and we'll email you on launch day.
Early access
Swipe →
Early access
Accounting firms
Monthly Review
Turn each client's month-end close into a branded dashboard they log in to. It covers the P&L, balance sheet, trends and your commentary.
from US$99/moExplore →
Early access
Accounting firms
13-Week Cash Forecast
A rolling cash forecast your clients log in to, with scenarios and an alert before cash drops below their minimum.
from US$99/moExplore →
Early access
Professional services & accounting firms
Branded Invoices
Invoices with your name on them that clients pay online, exported straight into QuickBooks Online or Xero.
from US$29/moExplore →
Early access
Property managers
Owner Statements
A portal where each owner sees their monthly statement, rent roll and receipts, with late rent and big repairs flagged, under your brand.
from US$99/moExplore →
Early access
IT service providers
Monthly Service Report
A branded monthly report for each client, built from your PSA and RMM: tickets, backups, patching, security and next steps.
from US$99/moExplore →
Early access
Container & equipment rental
Rental Manager
Every unit, rental, payment and delivery in one place, with contracts signed online. Replaces the rental spreadsheet.
from US$99/moExplore →
Early access
Trades & contractors
Job Manager
Every job from first call to paid: quotes and invoices with your logo, the crew schedule and profit per job.
from US$99/moExplore →
Early access
Equipment fleets
Maintenance Manager
Every machine’s hours, service intervals and inspections in one place, with a work order when a check fails.
from US$99/moExplore →
Early access
Builders & renovators
Homeowner Project Portal
One private link per homeowner: the schedule, weekly photo updates and change orders they approve on their phone.
from US$99/moExplore →
Early access
Builders on construction loans
Draw Requests
Progress draws against the budget, with invoices and lien waivers attached, sent to the lender as one link.
from US$99/moExplore →
Early access
General contractors
Subcontractor Compliance
Every sub’s insurance, safety clearance and licences, with expiries flagged and a link for subs to upload their own.
from US$59/moExplore →
Early access
Marketing agencies
Client Health Board
Every account scored on one screen: who’s growing, who’s at risk and why, and who hasn’t heard from you lately.
from US$59/moExplore →
Early access
Marketing agencies
Ad Spend Pacing
Budget, spend to date and projected month-end for every client and channel, with a branded pacing link for each client.
from US$79/moExplore →
Early access
Agencies & studios
Client Approvals
Clients approve your work from one link: every version, their comments and a sign-off record you can print.
from US$59/moExplore →
Insurance brokers
Client Policy Portal
Commercial clients see their coverages, limits, premiums and documents, branded as your brokerage.
from US$99/moExplore →
Insurance brokers
Renewal Timeline
Every client's renewal dates, the information you still need from them and where each quote stands.
from US$99/moExplore →
Insurance brokers
Certificate Requests
Clients request certificates of insurance from the portal, and your team approves and issues them.
from US$59/moExplore →
Early access
Tutors & studios
Parent Progress Reports
A monthly report for every student: attendance, what was covered, progress and your notes, for parents to open.
from US$59/moExplore →
Early access
Tutors & studios
Lessons & Packages
Lesson schedule, attendance and prepaid packages that count down, with invoices when a package runs out.
from US$79/moExplore →
Early access
Tutors & studios
Term Report Cards
Write comments once, then send or print every student's report card in your school's branding.
from US$59/moExplore →
Coming soon
Coming soon
E-commerce brands
Marketplace P&L
Profit by SKU across Amazon, Shopify and Walmart, after fees, ad spend and landed cost.
Coming soon
Professional services
Utilization & Margin
See which clients, services and team members are actually profitable once fully-loaded cost is included.
Coming soon
IT service providers
QBR Builder
Quarterly business reviews built from your PSA and RMM data, with the roadmap and budget your clients sign off on.
Coming soon
IT service providers
Licence & Asset Inventory
Every device, licence and warranty for each client, with renewals flagged before they lapse.
Coming soon
3PLs & warehouses
Client Inventory Portal
Your 3PL customers see stock on hand, inbound shipments and orders shipped, on your domain.
Coming soon
3PLs & warehouses
Fulfilment Billing Statements
Monthly storage, pick-and-pack and shipping charges itemised, so clients stop disputing invoices.
Request a tool →
Tell us about the job you'd like a tool for. Customer requests decide what we build next.
Live now · Accounting
Month-end reports your clients will actually open.
Your team uploads the close. Each client logs in to their own dashboard on your domain, with your logo and colours.
- P&L and balance sheet compared to last month, last year and TTM
- Variances over your materiality threshold are flagged automatically
- Reviewer commentary appears next to the numbers it explains
- One admin view covers all your clients, with as many as you need
Why focused tools
Specific beats general.
One job, done well
No dashboard builder to learn. Each tool already knows how your industry works.
Your brand, not ours
Your logo, colours and domain. As far as your clients can tell, you built it.
Live in an afternoon
Self-serve setup, with no scoping calls or implementation project.
Month-to-month
Simple subscription pricing. Add tools as we release them, or cancel anytime.
Request a tool
What should we build next?
Describe a task your team repeats every week or month. If enough firms in your industry ask for the same thing, we'll build it, and you'll get early access.
Thanks, we got it.
We'll be in touch if your request moves onto the roadmap.