Board packs your clients can trust, delivered by you.
For accountants and fractional CFOs. Reconcile once, deliver a board pack that ties to the trial balance for every client, and grow a recurring advisory line.
Every client, one login
Switch between clients without signing in again. One consolidated monthly invoice for the firm.
Your brand on every pack
Board packs go out under your firm's name and logo. Push one master template to every client.
Paid installs, your rates
Set up clients yourself and charge your own fee, or hand larger groups to us and we deliver it.
Earn on every client
10% of each client's subscription for their first year, on top of the Partner plan price.
- Partner plan
- £25 per client / month
- Firm onboarding
- £1,500 one-off, with training on our install checklist
- Each client set up
- £150, or you run the install yourself
- Referral share
- 10% of the client's subscription, first 12 months