Track all your portfolio companies financials in one place
Financial monitoring on autopilot so you are empowered to help clients make decisions.
Browse your entire client roster over your morning coffee ☕
Stay Updated
All client financials at your fingertips
Strengthen client relationships
Let us surface red flags for you.
Boost efficiency
Let us identify clients that need attention.
Drill into trends you care about
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.
