MANAGE EVERY CLIENT FROM A SINGLE DASHBOARD.
We are developing an integrated workspace for authorized access to client invoicing, internal notes and invoice-only CSV exports.
PLANNED ACCOUNTING-FIRM SCOPE
These functions describe the approved scope in development; they do not confirm current availability.
Integrated workspace
Authorized access to each client's invoicing from an integrated workspace.
Planned and in development; each business keeps its own subscription.
Invoice export
Invoice-only CSV export, without specific SAGE, A3, Kamaleon or other ERP formats.
Planned scope; availability must be confirmed before use.
Internal notes
Internal notes associated with each client to organize the firm's work.
This does not include automatic alerts or promise regulatory notifications.
Authorized access
The firm accesses only businesses that have authorized it.
This does not change access rights or ownership of each business's subscription.
COMMERCIAL TERMS PENDING
No active referral or resale programme is confirmed on this page.
Referrals
Referral terms remain pending approval and activation.
- No commission or eligibility is promised
- Each business signs up for and pays its own subscription
- You may express interest through the existing form
Independent subscriptions
The approved scope does not include licence resale or unified billing.
- Each business keeps its own subscription
- No volume discounts are advertised
- No resale margin is promised
EXPRESS YOUR INTEREST
Tell us about your firm. We will record your interest without promising dates, access or commercial terms.