Stop writing post mortems on cashflow.
Your clients are drowning in data but starving for usable information. Move from reactive compliance to proactive, predictive advisory.
Book a DemoYour clients are flying blind.
Caught between "Available Funds" and "Future Liabilities."
We closed the gap so you can give them the truth, to the dollar, in real time. You don't need more data. You need leverage.
Automate the Groundwork. Master the Strategy.
Legacy systems have turned brilliant advisors into data janitors. You're trapped spending hours appeasing the IRD, reconciling stale bank feeds, and cleaning up three-month-old transactions just to close the books.
The Usable Balance engine changes this completely. We handle the compliance burden through deep, continuous integrations. Automated where it makes sense, but always human-verified.
When you eliminate the friction of historical reporting, you reclaim your firm's most expensive asset: time. Time to look ahead, predict the cash flow gaps, and be the future-focused guide your clients actually need.
Anticipate the Conversation.
We keep a constant eye on the financial heartbeat of your entire portfolio, looking at the actual behaviour and trends across your clients' accounts.
Our Client Action Index cuts out the noise. It drops the guesswork and gives you a straight answer on exactly who needs your attention today.
But it's not just about putting out fires. It's about spotting the clients who are hitting all greens, the ones with solid cashflow who are perfectly positioned for growth. We give you the heads up so you can step into those future-focused strategy conversations and actually help them plan their next big move.
Verified Data.
Live immutable data from banks and tax agencies gives firms a single source of truth, eliminating clean-up work and investigation cycles.
Unified Communication.
All client messages, tax agency letters, and adjustments live in one workspace. No more physical letters, additional emails, and no lost context.
Automation and Control.
Real-time reconciliation and tax automation strip out the manual grind and remove offshore dependency. But the engine isn't a black box. Every automated action is surfaced for rapid, human verification, keeping you in absolute control while freeing up your time for higher-margin work.
The digital equivalent of finally closing 42 unsaved Excel tabs on a Friday afternoon.
The Advisory Shift.
Efficiency.
AI-driven auto-reconciliation that eliminates manual grind.
Intervention.
Proactive alerts for at-risk clients before problems escalate.
Collaboration.
Contextual in-app messaging that keeps everyone on the same page.