OverSight
With integration to your clients Xero data, the client dashboard provides you a fast and easy way to see the status of your clients business'
Overview
The simple way to retain clients and grow your advisory business.
Visibility of your clients business health without complex reports for data driven communication.As a starting point for your advisory business, see all of your clients all of the time. Oversight’s client dashboard provides a clear and straightforward view of your clients data.With Oversight you can;
Quickly identify changes in your clients data
See key metrics and organisational data
Group files the way you want for custom customer overview
Set thresholds on data values to trigger actions
Develop data history that isn’t available
Fore more info, visit: https://finlert.com/oversight/
About this app
£1.50/month
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- Australia
- New Zealand
- United Kingdom
App features per category
Reporting and Dashboards
Analysis
Comparatives
Some details on this page are subject to change. If you see something wrong please contact us here.
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