All services
Software
Client portals & dashboards
One screen for the numbers, one login for your clients
Give clients or staff a private area to see statements, progress, documents and results without emailing you for every update.
Typical timeline
4 – 8 weeks
Common in
Agencies, Saccos, Education, Property management, Finance
Who this is for
- Agencies and service firms reporting to clients monthly
- Schools, saccos and associations serving members
- Managers who need live numbers instead of month-end files
What is included
- Private accounts with document and statement access
- Charts and summaries built from your real data
- Notifications when something changes
- Downloadable reports
- A monthly summary clients can read on their phone
- Admin controls for who sees what
How it runs
- 01
Data sources
We identify where the numbers live today and how to read them safely.
- 02
Layout
The few figures that matter get the space; the rest go a click deeper.
- 03
Build
Portal, permissions and reporting built and verified against your records.
- 04
Handover
Admin training and a guide for onboarding new users.
Add on when you need it
Single sign-onAutomated monthly reportsWhite-label brandingMulti-language interface
Often paired with
Talk through your client portals & dashboards
Tell us what the business needs and you will get a clear scope and timeline before any work starts.