Tell us how many accounts you run and what you report on today. We will come back with a straight answer on fit, pricing and what a migration looks like.
Within one business day, usually the same afternoon if you write before midday. Support enquiries from existing customers go to the front of the queue.
Yes. Tell us which tool you are on and how many clients you report for. We will rebuild your templates against your connected accounts before you commit to a plan.
We do. Volume pricing, role-based team access and onboarding are handled case by case on the Enterprise plan.
Provider tokens are encrypted at rest and you can revoke any connection from the Connect screen, which deletes the synced data for that account. See Privacy for details.
The platform pages walk through the dashboard, Kai and the report builder with real screens.