Month-end reviews, as a portal with your name on it.
Upload each client's close and they get a branded dashboard on your domain. It covers the P&L and balance sheet against last month, last year and the trailing twelve months, flags material variances automatically, and shows your notes next to the numbers.
Demo data for a fictional client. Click the tabs, switch firms, and try the admin view.
Your team publishes. Your clients log in.
For your team
- All clients in one list, showing close status for each month
- Upload the month's exports (QBO, Xero or our Excel template). Mapping is remembered per client
- Set materiality and variance thresholds for each client
- Write notes against any flagged line, then publish when the close is final
- Invite client users and control who sees which entity
For your clients
- Their own login on reports.yourfirm.com, branded as your firm
- A summary first: revenue, margin, net income and cash, each with its movement
- P&L and balance sheet review by line, against prior month, prior year and TTM
- Trends across the trailing 12 or 13 months
- Every past month archived, so it's always clear what was reported when
Built around how firms already close.
You choose which sections each client sees, both during setup and per client afterwards.
Priced by client count.
Every plan includes white-labelling, a custom domain, SSL and unlimited client users. 14-day free trial, cancel anytime.
- Up to 60 clients
- Everything in Starter
- Multiple admin users
- Priority support
- Up to 200 clients
- Everything in Growth
- Roles & per-partner access
- Onboarding call
More than 200 clients? Talk to us.
Questions firms ask
Where does the data come from?
Most firms upload the monthly Profit & Loss and Balance Sheet exports from QuickBooks Online or Xero, accrual basis with one column per month. We map accounts to review sections the first time, and the mapping is reused every month after that. If you work in Excel, there's a template you can use instead.
Will my clients see the nvisin name?
No. The portal uses your logo, your colours and your domain. Login emails are sent from your firm's name.
How does the custom domain work?
You add a single CNAME record, such as reports.yourfirm.com, at your DNS provider. We issue and renew the SSL certificate automatically. Your portal is also live straight away on yourfirm.nvisin.app while DNS propagates.
Can I control what each client sees?
Yes. Sections, thresholds and users are set per client, and nothing is visible to the client until you publish the month.
Is client data secure?
Each firm's data is isolated, and so is each client within a firm. All traffic is encrypted, and clients can only see the entities they've been invited to.
What if we cancel?
You can export everything at any time. If you cancel, the portal stays readable until the end of your billing period.
Have your portal live before the next close.
Setup takes about 10 minutes: your brand, the data you'll upload, your domain and payment.
Start setup →