Quickly see where your accounting and bookkeeping firm can grow most sustainably and profitably by automating the analysis you need to curate your ideal client list. Connect IQ also automates providing data-driven business and customer insights to your clients. Spend less time exporting and manipulating data in spreadsheets or writing reports, and more time applying your expertise to client performance. (Tally Street is now part of Rightworks.)

• Serve your small business clients more efficiently and level up your advisory services offerings. Connect IQ automatically finds insights hiding in Xero sales transactions and provides you and your clients branded reports that drive results.

• Find and manage your ideal clients, maximize recurring revenue, and obtain retain a sustainable work environment. Develop pricing strategies that optimize value and deliver a year-round revenue stream, a happier team and more satisfied clients.

• Customer lifetime value, recurring revenue, retention rates, and more are automatically generated from sales invoices and customer payments. Analyze real-time results in minutes that would otherwise take you hours to gather and calculate.