Onboarding and pricing
Use our transaction and performance metrics to onboard clients and review your existing portfolio and make sure you’re always paid for the work you do.
30 day free trial
Choose a plan that suits you
Key Features Included
- Practice dashboardOverview of all of your clients data to spot issues in advance
- Xero & QBO IntegratedGo directly to the source of any data item
- WorkflowsCollaborative internal workflows, integrated with smart checks
- Health scoreBig picture view of the quality of your clients data
- Data quality checksPrevent duplicate contacts, duplicate transactions and data errors
- Business performance analyticsVisual representations, projections and analysis of key data
- SandboxCreate bespoke reports to analyse your clients data
- Business activity insightsView number of transactions and net assets
- Control account checksTrack spending against a control account code
- Multi-account managementEasily merge client accounts and switch between businesses and practices using the new user settings icon, merging tool, and account switcher.
Adding value without the effort
Precision enables you to upskill your practice and become a business partner for your clients, and increase revenue through more billable advisory.
Health checks
Unlock new opportunities for additional billable services for your clients, such as check-ins and cleanups.
Upselling and advisory
Use the Precision HealthScore to bring better bookkeeping in-house, or use Precision metrics to proactively identify the problems before they start.