Monthly Review setup Save & exit
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Tell us about your firm

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

This becomes your admin login. We save your progress as you go, so we can help if you get stuck. Privacy

Make it look like you

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

Used for the sidebar, headings and charts.
Used for buttons, highlights and note markers.
Portal style
Fonts Figtree · Figtree
Style White · soft corners · outlined cards

What will you upload?

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

Your practice

We'll set the flag limits new clients start with, and a starter checklist of reminders for each review. You can change all of it later in Settings.

Where your numbers come from
Sections in each monthly review

Pick at least one section.

Defaults
$
Flag a line only if it moves by at least this much…
%
…and by at least this percentage.

What will you upload?

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

Who you forecast for

We'll set the minimum cash, update day and week start new clients start with, plus starter categories and a what-if scenario. You can change all of it later in Settings.

Where your numbers come from
Sections clients see

Pick at least one section.

Defaults
$
Weeks below this are flagged. Set it per client later.
Clients see when the next update is due.

Where does your data live?

Choose your tools and the sections every client gets. You can adjust sections per client later.

Your IT work
Your PSA (tickets)
Sections clients see

Pick at least one section.

Defaults
min
Tickets answered within this count as on time.

How do you invoice?

Set your defaults once. You can change them for any client or invoice later.

What you bill for
Where should invoices end up?
What clients get

Pick at least one option.

Defaults
Add more rates in settings.
Numbers count up from here, e.g. INV-1001.

What will you upload?

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

The properties you look after
Where your numbers come from
Sections owners see

Pick at least one section.

Defaults
$
Flag any single expense above this amount.
days
Unpaid balances older than this show at the top.

What do you rent out?

We'll set up your workspace for it: the words, sizes, features, how you charge and your starter contracts. You can change all of it later in Settings.

What you rent
How you usually charge

Picked for you from what you rent. Each rental can still be charged a different way.

Where your rentals live today
Turn on

Pick at least one section.

Defaults
days
Counted from each rental's billing day.

What kind of work do you do?

We'll set up job types and defaults for your trade. You can change all of this later in Settings.

Your trade
Where your jobs live today
Turn on

Pick at least one section.

Defaults
%
GST, HST or sales tax. Use 0 if you don't charge it.

What kind of fleet do you run?

We'll set up categories and starter checklists for it. You can change all of this later in Settings.

Your fleet
Where your equipment list lives today
Turn on

Pick at least one section.

Defaults
Each machine can still use its own meter.

What kind of projects do you build?

We'll set up starter phases for your work. You can change all of this later in Settings.

Your work
How homeowners hear from you today
Turn on

Pick at least one section.

Defaults
%
GST, HST or sales tax. Use 0 if you don't charge it.

Who funds your projects?

We'll set up your draw packages for it. You can change all of this later in Settings.

Your lenders
Where your draws are built today
Turn on

Pick at least one section.

Defaults
%
Also called retainage. You can change it per project.

What kind of work do your subs do for you?

We'll set up your starting requirements for it. You can change all of this later in Settings.

Your work
Where certificates are kept today
Turn on

Pick at least one section.

Defaults
Shown as "expiring soon" on Today.

What kind of book do you write?

We'll set up your lines of business and renewal warning for it. You can change all of this later in Settings.

Your book
Where policy details are kept today
Turn on

Pick at least one section.

Defaults
Shown as "renewing soon" on Today.

What kind of commercial book do you renew?

We'll set up your timeline and information request for it. You can change all of this later in Settings.

Your book
Where renewals are tracked today
Turn on

Pick at least one section.

Defaults
The kickoff milestone on your timeline.

Who asks you for certificates?

We'll set up your request link and certificate defaults for it. You can change all of this later in Settings.

Your book
How certificates are made today
Turn on

Pick at least one section.

Defaults
Routine: a saved holder, nothing extra, every policy in force.
Renewed policies show right away.

What kind of agency are you?

We'll set up your services list and health signals for it. You can change all of this later in Settings.

Your agency
Where account health lives today
Turn on

Pick at least one section.

Defaults
Shown as "at risk" on the board.

Where do your clients advertise?

We'll set up your channels for it. You can change all of this later in Settings.

Your channels
How you pace budgets today
Turn on

Pick at least one section.

Defaults
Outside it, a line shows as under or over pace.

What do your clients approve?

We'll set up your deliverable types for it. You can change all of this later in Settings.

Your work
How clients approve today
Turn on

Pick at least one section.

Defaults
Extra rounds are flagged. You can change it per client.

What do you teach?

We'll set up your packages, lesson length and the note families see for it. You can change all of this later in Settings.

What you teach
How you keep track today
Turn on

Pick at least one section.

Defaults
With less notice, a cancelled lesson still counts.
0 if you don't charge tax.

What do you teach?

We'll set up your subjects, session length and the message parents see for it. You can change all of this later in Settings.

What you teach
How you update parents today
Turn on

Pick at least one section.

Defaults
Each student can have their own.

What kind of school are you?

We'll set up your report card template and comment bank for it. You can change all of this later in Settings.

Your school
How you make report cards today
Turn on

Pick at least one section.

Defaults
Used for every subject. You can change it before a term starts.

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.

.nvisin.app
Lowercase letters, numbers and hyphens.
Custom domain
Use a subdomain such as reports. or portal. so your main website isn't affected.
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 7-day free trial. You won't be charged until the trial ends, and you can cancel anytime. Prices are in US dollars.

 CustomLet's talkCustom sections, integrations, SSO or volume pricing
 CustomLet's talkCustom sections, integrations, SSO or volume pricing
 CustomLet's talkCustom sections, integrations, SSO or volume pricing
 CustomLet's talkCustom sections, integrations, SSO or volume pricing
 CustomLet's talkCustom sections, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
 CustomLet's talkCustom fields, integrations, SSO or volume pricing
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