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Good morning
Sarah Johnson
CLIENTS
12
Active
REVENUE
$48K
Monthly
HEALTH
94%
Average
Acme Corp
Active
Bright Studios
Active
Coral Finance
At Risk
Health Score
94%
Revenue
+23%
Everything You Need
Built for consultancies that mean business
Client Management
Organise every client relationship in one place. Health scores, goal tracking, meeting prep — everything you need at a glance.
AI Meeting Prep
One click generates a complete briefing with talking points, action items, and wins to celebrate.
Key Talking Points
Discuss Q3 revenue growth strategy and review outstanding compliance items...
Financial Insights
Import Xero & MYOB P&L reports directly. AI reads your PDFs and maps every line item to your dashboard, month by month.
Team Collaboration
Invite your team, assign roles, manage seats. Everyone stays aligned with shared client views and real-time activity feeds.
See It In Action
Every tool a consultancy needs
Good morning, Sarah
Johnson & Partners · Monday 27 April
Active Clients
12
Overdue
1
This Week
8
Proposals
3
Action Required
Your data stays yours
Financial data is sanitised before AI processing — client names, emails, and identifiers are stripped automatically. Only account labels and figures are sent. Data is never used for model training.
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