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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.
$678,330
Expenses
$35,000
Cash Position
Quickbooks
Daily Syncing with
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.
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.
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.
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.
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