Concept demo made by Nexibeo. This product does not exist yet. Co-create it with us
Management reporting white-label serviceGet a free sample

For Bookkeeping firms expanding advisory services

One firm-controlled reporting standard across different client ledgers.

For bookkeeping firms expanding advisory services, turn reviewed bookkeeping exports and firm reporting templates into white-label management reporting package.

Start a pilotHow it works

The problem

Custom reporting is hard to scale across clients.

What you get

White-label management reporting package.

Reviewed bookkeeping exports and firm reporting templates in, reviewed results out. People check what the AI drafts before anything reaches you.

Features

Everything the job needs, nothing it doesn't.

01Map client accounts
02Populate report templates
03Draft business commentary
04Apply firm branding
05Manage reviewer approvals
06Schedule report cycles

How it works

From your files to approved results.

Source-based content workspace with editorial delivery.

  1. Collect a structured brief and source material
  2. Identify unanswered questions
  3. Approve an outline
  4. Generate a draft
  5. Verify claims
  6. Gather reviewer edits

Free sample

A fully branded client report example.

Test USD 400-1,500 for a tightly scoped initial content package. Convert repeated work to a monthly retainer with explicit deliverable and revision limits. Specialist review and substantial research are separately scoped. Prices are hypotheses.

Start a pilot

This is a concept demo. The button goes to Nexibeo, where you can co-create this product.