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Get a Bird’s-eye View

of Your Clients’ Financials

Periodikal helps accountants scale their business faster by putting all their clients’ financials in a single application. From invoices to financial performance, we give you all the tools you need to quickly and easily manage your clients’ accounts. 

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Laptop

$678,330

Expenses

$35,000

Cash Position

Quickbooks

Daily Syncing with

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Never Account Hop Again

If you’re like most accountants, you spend a lot of time jumping from account to account just to review a few small details. This not only wastes your time, but it often limits the number of clients you can serve at any one time. 


That’s why we created Periodikal.

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Financial Analysis of Your Clients

Total Financial

Management

View all your clients’ financials in an easy-to-use dashboard. 

Identify Red Flags

Adverse financial trends will automatically be raised.

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Proactive A/P 

Management

Calendar of upcoming payables. 

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Balance Sheet

Sales by Location

Profit and Loss By Customers

Drill Down into Individual Accounts

Focus your energy and time on providing higher margin advisory services.

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Automatically generate client-ready reports

Tailor information and accounts you want to see.

Build Stronger Client Relationships

With better information and less time spent on day-to-day tasks, you’ll be able to go the extra mile without having to put in the extra effort. 

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Financial Analyst

Scale your Advisory 

Scaling a service business can be tough. It takes a lot of work, time, and energy to win new clients while still keeping current ones happy. 
 

With Periodikal, you spend far less time managing all the small details of clients’ accounts. This frees you up to focus on what’s important to your business—your clients’ satisfaction. 

Get an Early Invite!