Custom portals for owners: your numbers, your login.
Built for how you sell. Keep your bookkeeper, or have me handle the books.
Sample portals
Fictitious company names. No password: click one and look around.
Which tickets actually made money this week?Riverside TiresOpen sampleStores sold your snacks: who still owes you?Summit Snacks Co.Open sampleWhich deals are holding my commission check?Westview Auto GroupOpen sampleWhich jobs are losing money?Riverstone RoofingOpen sample
Own more than one business?
See the multi-business sample: a hub with an Operations Center plus three trade portals you can open (fictitious data, same screens we ship on this site).
Open multi-business sample →Portal first, books optional
Keep your bookkeeper or bring me the books. Either way you get a portal built on your numbers. QuickBooks stays the books; the portal is where you actually look. You get me, not a ticket queue.
- Quick call: what you sell and what you want on screen.
- I connect QuickBooks and your tools, then build your portal.
- You sign in on real data; we fix what is off.
Tell me what you need
Your trade and the screen you wish you had. I’ll send the closest sample or point you at a call.