Automatically send a self-branded predictive financial Snapshot and intelligent Credit Control action list to your clients’ inbox every Monday morning.

Build better client relationships & generate extra income - without increasing your workload.

Make life easier for clients - let them know what they need to do every Monday morning.

Save clients’ time & money - remove the fruitless phone calls & emails from their workload.

Protect clients - tell them about customers most likely to leave them with a bad debt.

No configuration required - set up your automated client Snapshots in just a couple of clicks.

Get started below or contact us for a fixed practice price.

Need to see it in action first? No problem! Take a free trial or Schedule a one-on-one demo.

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Seamless integration with Xero, QuickBooks Online & Sage Business Cloud / Sage One.

Monthly

All Features

Unlimited Users

RE-BRAND THE APP & SNAPSHOT EMAILS

GREAT SUPPORT

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per client company, per month, billed monthly

Annual

All Features

Unlimited Users

RE-BRAND THE APP & SNAPSHOT EMAILS

GREAT SUPPORT

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per client company, per year, billed annually

Subscriptions from Eurozone are €14 monthly / €134 annually, subscriptions from all other countries are $16 USD monthly / $149 USD annually, using the same Sign-Up buttons. Prices exclude tax. Savings against direct company subscription.