Tell us about your firm

This is the name your clients will see everywhere in the portal.

Firm name

Your name

Work emailThis becomes your admin login.

Country

How many clients will use the portal?

Make it look like you

Upload your logo and we'll pull your colours from it. You can change anything afterwards.

Upload your logoPNG, SVG or JPG up to 2 MB. Drag it here or click to browse.

Primary colour

Used for the sidebar, headings and charts.

Accent colour

Used for buttons, highlights and note markers.

Typeface

ModernClean and neutral ClassicTraditional serif EditorialWarm and distinctive

What will you upload?

Choose the default sections every client gets. You can adjust them per client later.

Where your numbers come from

QuickBooks OnlineP&L + Balance Sheet exports XeroP&L + Balance Sheet exports Excel / CSVOur upload template

Sections in each monthly review

Controller summaryHeadline KPIs with MoM / YoY / TTM P&L reviewEach account vs prior month & year Balance sheet reviewBalances, movements, balance check TTM P&LTrailing 12 months side by side 13-month balance sheetBalance trends over time Flags & reviewer notesAuto-flag material variances

Pick at least one section.

Defaults

Accounting basis

Reporting currency

Materiality threshold

$

Flag a line only if it moves by at least this much…

Variance threshold

%

…and by at least this percentage.

Where clients will log in

Your portal goes live straight away on an nvisin address. Connecting your own domain is optional, and you can do it now or later.

Your portal address

.nvisin.app

Lowercase letters, numbers and hyphens.

Custom domain

Use my own domaine.g. reports.yourfirm.com I'll do this laterUse the .nvisin.app address for now

Subdomain you'd like to useUse a subdomain such as reports. or portal. so your main website isn't affected.

Type	Name / Host	Value / Points to
CNAME	reports	bramwellcpa.nvisin.app

How to connect it: sign in to wherever your domain is managed (GoDaddy, Cloudflare, Namecheap and so on) and add the CNAME record above. We'll detect it, issue an SSL certificate, and email you when it's live, usually within an hour. You can also send these steps to your IT person from the admin dashboard.

Choose a plan

Every plan starts with a 14-day free trial. You won't be charged until the trial ends, and you can cancel anytime.

Monthly Annual · 2 months free

StarterUp to 15 clients GrowthUp to 60 clients · multiple admins FirmUp to 200 clients · roles & onboarding call

Payment is handled securely by Stripe. When you create your portal, you'll go to Stripe's checkout to add a card for when your trial ends. nvisin never sees or stores your card number.

I agree to the Terms of Service and Privacy Policy.

Please accept the terms to continue.

Review & create

Check everything below. When you continue, we'll build your portal and take you to secure checkout.

Tell us about your firm

Make it look like you

What will you upload?

Where clients will log in

Choose a plan

Review & create

Your portal is being created