For bookkeeping firms and fractional CFO practices that log into 3-5 bank portals per client every morning. One Plaid link per client, one screen for your firm. We'll show you everything in 15 minutes.
Click into one screen, see all your clients' bank balances, week-over-week deltas, and forecasts. Switch clients with one click.
How long does it take per client right now? Which banks are the worst? What does month-end close cost you? We'll back into the time savings live.
2-week trial, no credit card. We onboard your first 3 clients personally. You decide on day 14. No drip campaigns, no "just checking in" emails.
Fill the form. We'll reply within 4 business hours with 3 calendar slots. Founder runs the call personally — not a sales rep.
Reply lands in your inbox within 4 business hours — 3 calendar slots from Michael (founder). No sales rep, no drip sequence, just one Zoom on a time that works for you.
While you wait — pick what's useful
Need to reach me sooner? Email michael@pantollventures.com — I'll see it within an hour during weekdays.
QBO Cash Flow Planner reads QBO data — which lags real bank balances by 1-3 days because of categorization. We connect Plaid directly, so balances are real-time. We also show every client's banks on one screen, which QBO doesn't do at the firm level.
Plaid covers 12,000+ US institutions including Chase, BofA, Wells, Mercury, Relay, Bluevine, Live Oak, regional credit unions, and money-market funds at most major brokerages. If a client's bank isn't supported, we tell you on day 1 — not after they've signed.
First 5 firms to sign in this program lock in $79/client/mo metered for as long as they use the product. We won't grandfather more after the first 5. After that, list price is $99/client/mo.
Built in. You upload a logo + brand color + firm name; clients see your brand when you invite them. We never email your clients directly.
Plaid (read-only bank access, never write) + Fernet encryption on tokens at rest + Google sign-in. SOC 2 Type II in progress for Q3 2026. We're happy to share our subprocessor list and security questionnaire on the call.
You can export every client's full transaction history + forecast as Excel any time. Cancel from the billing page; your data is purged on request within 30 days. No lock-in by design.