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Step-by-step guides for setting up each tool. Can't find what you need? Email hello@nvisin.com.
Getting started with Monthly Review
Set up Monthly Review: brand your portal, upload P&L and Balance Sheet exports from QuickBooks Online or Xero, set variance thresholds and publish.
AccountingGetting started with 13-Week Cash Forecast
Set up a client's rolling 13-week cash forecast: weekly bank balances and AR/AP agings, recurring payments, minimum cash, scenarios and weekly updates.
Real estateGetting started with Owner Statements
Set up Owner Statements: upload the owner statement export from AppFolio, Buildium or Rent Manager, match owners, attach receipts and send.
IT servicesGetting started with Monthly Service Report
Set up Monthly Service Report: connect your PSA and RMM or upload CSVs, match clients, map ticket categories, add notes and send branded monthly reports.
Professional servicesGetting started with Branded Invoices
Set up Branded Invoices: defaults and tax, online payments through your Stripe account, recurring invoices and reminders, and export to QuickBooks or Xero.
ConstructionGetting started with Maintenance Manager
Set up Maintenance Manager: add equipment, set service intervals by hours, kilometres or days, run inspections on a phone and close work orders.
ConstructionGetting started with Homeowner Project Portal
Set up Homeowner Project Portal: your details and starter schedule, your first project, the homeowner link, weekly photo updates and change orders.
ConstructionGetting started with Draw Requests
Set up Draw Requests: holdback settings, a project for the loan, the budget pasted from a spreadsheet, your first draw with backup, and the lender link.
ConstructionGetting started with Subcontractor Compliance
Set up Subcontractor Compliance: check the requirements, add your subs, send each one their upload link, review documents and print a compliance report.
InsuranceGetting started with Client Policy Portal
Set up Client Policy Portal: your brokerage, your commercial clients, their policies and coverages, the documents they see and each client's private link.
InsuranceGetting started with Renewal Timeline
Set up Renewal Timeline: your timeline and information list, your clients and upcoming renewals, the client link, quote status and the options summary.
InsuranceGetting started with Certificate Requests
Set up Certificate Requests: add clients with their policies and holders, send each one their request link, and issue routine certificates in one click.
AgenciesGetting started with Client Health Board
Set up Client Health Board: check the health rules, paste your accounts, add KPIs with targets, rate the weekly pulse and read the board and portfolio report.
AgenciesGetting started with Ad Spend Pacing
Set up Ad Spend Pacing: set your pace tolerance, add clients and budgets, paste spend from Google Ads and Meta, and send each client their report link.
AgenciesGetting started with Client Approvals
Set up Client Approvals: add your details, clients and approvers, upload and send versions, follow what is waiting and print a sign-off certificate.
TutoringGetting started with Lessons & Packages
Set up Lessons & Packages: your details and packages, families and students, weekly lesson slots, marking attendance and the family link.
TutoringGetting started with Parent Progress Reports
Set up Parent Progress Reports: your details, students and tutors, logging sessions, goals and scores, and sending the monthly report.
TutoringGetting started with Term Report Cards
Set up Term Report Cards: your template, classes and students, writing cards in the class grid, review and approval, and publishing to parents.
SetupConnect your custom domain
Put your nvisin portal on your own address, such as reports.yourfirm.com, by adding one CNAME record. SSL is issued automatically.