Every statement, receipt and document in one place, easy to search
Clients upload documents to their portal, or you drop them in. Each one is read, matched to what you asked for and filed to the right client, so you can find any document by client, type or year.
Join the waitlistFor accounting practices and their teamsDocument reading. The figures from a Ray White rental statement, read into Anna's record and filed to SharePoint.
Trusted by Australian businesses
Features
Documents read in
No re-typing. Payslips, statements and tax returns are read, and the details are added to the client record.
Client structure
Entities mapped for you. People, trusts and companies are built from the documents you upload.
Year-end without the chase
Ask once, collect everything in one place, and work from the record.
01. Request
Send a checklist. Ask each client for what you need using your own templates.
02. Collect
Clients answer in the portal. Uploads and answers land on the client record.
03. Work
Start from the record. The details are already read in when you open the file.
Live data where statements used to be
Connected accounts give you balances and transactions without asking for statements.
How the client portal worksTransactions from every connected account in one list.
Sort transactions with your own categories and rules.
Reports built from live transactions.
Fits the way your practice works
Advisor connects to the tools your practice already uses.
Open and configurable
Your client data, available in your own systems and AI tools.
- A public API
- An MCP server for Claude and ChatGPT
- Filing to SharePoint and Google Drive
Firm branding
Your letterhead on documents and your branding on portals.
Team roles
The right access for each person, including view-only.
Search
Find any client, document or note.
Tasks
Follow-ups tracked on each client.
And many more Australian businesses
Less data entry this tax time
Clients send documents once, and they are read into the record.
Join the waitlist