Call Us
0400 00 63 69
Email Us
Click here
THE ANSWER TO POWERING UP YOUR advisory

Advisory, what is it?

Do you mentor your clients to understand their financials or enable them to make informed decisions to improve business performance? Then, you provide advisory.  Bookkeepers and accountants are perfectly placed to offer these services but calculating KPIs  and preparing reports takes precious time. If only there was a way to do the grunt work for all your clients so instead, you can manage their  financials by exception?
You can now. Meet Appy Dash; the answer to powering up advisory in your practice.

REGISTER NOW REGISTER NOW SCHEDULE A DEMO SCHEDULE A DEMO

No more time-consuming, complex calculations. Review simple, practical KPIs for all clients in one place.

Appy Dash is a twin-set of dashboards, powered by Dashboard Insights. The dashboards provide a practice-wide view of easy to understand KPIs for all your clients and offer insight to start meaningful advisory conversations. The KPIs are complex enough to review business performance but simple enough for time-poor business owners to understand and focus on advice that will become part of their daily to-do list. The changes they make today, can improve their business results for tomorrow.

Practice wide simple, practical KPIs for all clients

Advisory Summary Dashboard

REGISTER NOW REGISTER NOW SCHEDULE A DEMO SCHEDULE A DEMO

What is Appy Dash?

It is an automated, accurate high-level client financial view that gives advisors the ability to manage clients' finances by exception all in one place and at an affordable price point. Advisors can spot errors early and correct them then coach their clients on what they should be focusing on. 

Think of Appy Dash as the automated solution for dipping your toes into the business advisory waters.

We are a little bit excited about the potential for this bookkeeping tool.

If you are too, book a demonstration to see what it can do for your practice advisory journey. Or reach out to implement it for your clients and practice today.

Appy Dash is powered by Dashboard Insights and will be available from mid-February 2023. Send us an email now to register your interest.

First Name
Last Name
Email Address
Message