Month-end reviews, with your name on them.
Upload each client's close. They log in to a branded dashboard on your domain, with material variances flagged and your notes next to the numbers.
September 2026 review
Harbor & Pine Co. · Close final- Works with QuickBooks Online, Xero & Excel
- Your logo, colours & domain
- Free 7-day trial at launch
- Cancel or export your data anytime
Try it: switch firms, tabs and views.
Demo data for a fictional client.Your team publishes. Your clients log in.
Upload the close
Drop in the month's P&L and Balance Sheet exports. Accounts are mapped to review sections once, and the mapping is remembered for each client.
Review and add notes
Lines that move by more than your $ and % thresholds are flagged. Add a sentence beside each one, then publish when the close is final.
They log in on your domain
A summary first, then the P&L and balance sheet against last month, last year and TTM, with your notes beside the numbers and every past month archived.
Estimate the time you'd get back.
Two plans, plus custom.
In-house is for your own finance team. Firm covers unlimited clients. Both include white-labelling, a custom domain and SSL, with a 7-day free trial. Prices in US dollars.
For your own finance team
- Your company and its entities (up to 3)
- Custom domain & branding
- All review sections
- Email support
For accounting firms
- Unlimited clients
- Everything in In-house
- Multiple admin users
- Priority support
For larger teams or bespoke needs
- Custom sections and reports
- Integrations and single sign-on
- Onboarding and data migration
- Volume pricing
Add 13-Week Cash Forecast for half price. Each extra accounting tool is 50% off, from $49/mo, and runs in the same client portal with one login. See Cash Forecast →
Built for client financial data.
You're trusting us with your clients' numbers. Here's how the portal keeps them safe.
“Every month we'd close the books, build a careful review, and send it off as a PDF that barely got opened. Monthly Review is the tool I wanted: the same review, on our own domain, with the notes right next to the numbers, so clients actually read it.”Jake, founder of nvisin
What our customers say.
“Quote goes here.”
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.
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.
Setting it up? Follow Getting started with Monthly Review, step by step.
Who uses Monthly Review
Send every client a branded month-end review on your domain, with material variances flagged and your notes beside the numbers.
Turn each client's close into a review they actually open, instead of a PDF that sits in their inbox.
Walk owners through the month from one dashboard with your commentary, before the board meeting instead of after it.
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 →