Accounting Firms

Give your clients dashboards and visualizations, not hardcopy financial reports!

You do a great job helping your clients with cash flow forecasting, developing timely financial statements and reports, and conducting monthly/quarterly/year-end reviews.

Have you ever considered offering visualization services to your clients to simplify their absorption of the data you provide and provide a new service offering?

Let us design some amazing financial dashboards for your clients to change how they access, view, and utilize the financial statements you prepare each month.

Watch this video to learn more!

Progress

Your clients will love their new dashboards!

By serving as an as-needed data visualization solution, we make financial reporting more enjoyable for your clients. Your clients will love the dashboards “you” develop for them!

We offer several ways to get started. Choose from the options below.

Elevate 1

12 months of support (one client)

$59.99 / month

Plan includes:

- 1 unique client user license

- Monthly financial dashboard update ($59.99 each month)

- $499.99 due upfront for set-up and configuration

Choose Plan
Elevate 5

12 months of support (5 clients)

$249.95 / month

Plan includes:

- 5 unique client user licenses

- Monthly financial dashboard update ($49.99 each month per client)

- $2,499.95 due upfront for set-up and configuration ($499.99 per client)

Choose Plan
Elevate 10

Best Value

12 months of support (10 clients)

$399.90 / month

Plan includes:

- 10 unique client user licenses

- Monthly financial dashboard update ($39.99 each month per client)

- $4,999.90 due upfront for set-up and configuration ($499.99 per client)

Choose Plan
Elevate 10+

12 months of support (10+ clients)

Custom / Contact for custom pricing

Plan includes:

- 10+ client user licenses

- Monthly financial dashboard update (less than $39.99 each month per client)

- $499.99 due upfront for set-up and configuration per client

Choose Plan

Have questions? Start a chat!