All client financials at your fingertips
Let us surface red flags for you.
Let us identify clients that need attention.
"Periodikal allows for easy automated and organic monitoring."
Partner at large top 20 accounting firm
“I can see myself leaving Periodikal in the background, and reviewing my clients when needed.”
Founder at Roundtable Labs
"Periodikal allows me to have great conversations with my clients and share graphs that they can easily understand at a glance."
First Steps Financial
Set thresholds for alerts.
Create and share graphs to clients on the fly.
Easily tag and compare clients in seconds.
