The usual problems
What we hear from people like you
Logging into account after account
No single view of the portfolio
You notice the slipping business too late
A week with Cashier
What your agents do during the week
Agents work in the background and bring you only what needs a decision.
MONPortfolio at 87% of pace. One business is 30% behind.
WEDCash across all entities, and where to move it.
FRISources compared across businesses: referrals win everywhere.
Recommended setup
The agents and apps to start with
Agents
Cashier
CFO
Sales coach
Apps
Stripe ×20
Xero ×4
Google Sheets