A live view of a firm's numbers for its partners

A branded, sign-in protected portal, powered by Zenith 360, that brings an accountancy firm's key figures into one live view.

Professional services · Accountancy firm
Firm systems→Zenith 360→Live portal

The challenge

The firm's figures sat across several systems and reports. Getting a current picture meant asking someone to pull the data together, and it was out of date by the time it arrived.

What we built

  1. Zenith 360 brings the data from the firm's systems into one model.
  2. A portal carrying the firm's own name and branding presents the key numbers as live dashboards.
  3. Access is protected by sign-in, so only authorised partners and staff see the figures.

The result

Partners see current figures in one place, whenever they need them, instead of waiting for reports to be compiled.

Tools and platforms

Zenith 360Branded portalLive dashboardsSecure sign-in

Client details are withheld at the client's request.

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