For financial advisors and CAs — one hand-off pack per client, with role-scoped read access and a clean audit trail.
Clients grant you a time-boxed, read-only view. Every access is audit-logged.
Excel bundle with expenses, statements, payments, subs and P/B split — perfect for a hand-off.
Only documents your client shares are visible. Password vault is second-lock protected.
Financial Health Score + monthly trend built-in — save hours per client at closing.
Start free, invite your household or team, and consolidate every account, card and document in minutes.
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