(2)

Clarity

Simplifying business advisory services
Learn More

Portfolio view

Powerful insights all on one screen. Monitor key metrics, sort clients to segment them, filter clients to benchmark them and improve clients’ numbers all at once to see what’s possible for the firm

Portfolio view

The 7 key numbers

Know where your clients are with the 7 Key Numbers every business owner needs to know.

The 7 key numbers

The 5 levers of success

Collaborate with your clients on their 7 Key Numbers and the 5 Levers of Success, to help them understand what’s possible and see the total effect of any changes on their profit and cash position

The 5 levers of success

Action plan

Create action plan, growth and funding plans with your client, together with suggested tasks to enable your team drive accountability and help clients achieve their goals

Action plan

Financial plan

Create a financial plan for all of your clients in minutes

Financial plan

Budget vs. Actual

Track budgets versus actuals to help clients continuously improve

Budget vs. Actual

Funding plan

Help your clients get their business funded with our 3 step process and direct integration to Capitalise®

Funding plan

Systems and processes for your firm

Learn and access systems, processes, template emails, agendas and checklists to build your ideal firm and deliver success to your clients

Systems and processes for your firm

Online structured data room

Verify essential business documents and assets in clients’ own data room ready for when they require borrowing, funding or exit

Online structured data room

Signposts to other apps

Positions the implementation of other (reporting) apps to create the bigger picture and improve adoption beyond measure/monitor

Signposts to other apps

Member success

World class member success team and support to help your firm go beyond advisory and access to a vibrant community

Member success

Education

Education to upskill accountants is built into the system, to help your teams develop

Education

Similar Apps

BillBjorn

Lightning fast automated data entry into Sage Accounting

(2)

Starting At $10.00/Mo

BillBjorn

Lightning Fast Automated Data Entry

Starting At $10.00/Mo

(2)

Credit Hound for Sage 50

Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks. PayThem

(9)

Starting At $40.00/Mo

Credit Hound for Sage 50

Advanced Collections Management

Starting At $40.00/Mo

(9)

Cyclr

Cyclr enables software companies to integrate their application with Sage using our low-code integration builder. You can publish your integrations into your app for your users to self-serve.

Cyclr

Low-Code Sage Accounting Integration Connector

HireHop Equipment Rental Software

Affordable & powerful equipment rental software for rental companies. Manage inventory, jobs and clients with the world's best rental business software.

(1)

Free

HireHop Equipment Rental Software

Equipment rental company software

Free

(1)

Joiin

Consolidated financial reporting made easy with Joiin - manage your multi-entity and multi-currency group consolidations, creating great looking custom reports and management reporting packs from your Sage financial data.

(3)

Joiin

Consolidations | Consolidated Reporting Made Easy

(3)

Paperless Software

PaperLess is becoming the Top Choice of Sage users to automate Document Management Processes and Invoice Processing routines by bringing together Automatic Invoice Recognition, Automatic Matching and Closing of POs, Online Invoice Approval together with Full Automation of Emailed Invoices.

(1)

Paperless Software

Automatic Invoice Processing & Approval Software

(1)

Sage Alerts and Workflow

Sage Alerts and Workflow is a unique combination of data mining (monitoring), alerts, reporting, and workflow technologies that automatically monitor and respond to critical information in ERP, CRM, HRM, and related applications.

Sage Alerts and Workflow

Make smarter, data driven decisions

Sage X3 Web Scheduling

To ensure that delivery dates are met while using manufacturing resources as efficiently and effectively as possible Create of feasible and optimized production plan. Reduce non-productive times. Identify and remove production bottlenecks. Identify missing materials. Fast reaction to disruptive events. Management of production constraints (materials, tools, etc.).

Sage X3 Web Scheduling

Optimize the production planning

Stripe Invoice Payments

Stripe Invoice Payments makes getting paid so easy, you don’t have to ask twice. With Stripe direct integration with Sage, you can securely take payments directly from your invoices with the ‘Pay Now’ button or over the phone.

(1)

Stripe Invoice Payments

Get invoices paid online or by phone

(1)

Swoop Funding for Advisors

As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients.

(1)

Starting At $335.00/Mo

Swoop Funding for Advisors

Funding and savings made easy.

Starting At $335.00/Mo

(1)