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All client financials at your fingertips

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Boost efficiency

Let us identify clients that need attention.

Drill into trends you care about

"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.”

Richard Roppa

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."

Alisa Mcabe

First Steps Financial

Easily track KPIs
Let Periodikal minimize ad-hoc manual work to provide higher-value services.

Create beautiful graphs in seconds

Easily tag and compare peers in seconds

Everything in one place

Valuable Insights

Set thresholds for alerts.

Visual Monitoring

Create and share graphs to clients on the fly.

Custom Peer Groups

Easily tag and compare clients in seconds.

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