Fractional CFO Customer Portal

ProvenCFO is a Provo, UT based fractional CFO providing accounting services to a wide range of small to medium sized businesses. As such, the core of their business is secure and clear communication with their clients around all aspects of their clients’ financials. We provide book keeping services to correctly record your transactions with our 4-step process is continuous, ensuring your financial reporting is accurate and current.

When they approached GiniLytics, they were using a simple no-code solution built using Bubble.com that had been able to get them by up to that time, but that presented limitations not addressable within that system.

Reconciliation Visibility, Task Lists, Financial Notes, Chat & Communication, Report Storage & Delivery, Notification Delivery System, User Management, Xero Information Sync, Client Management.

To solve this problem and move their business forward, GiniLytics created a totally custom portal that allowed them total flexibility in crafting a white glove experience not only for their customers, but for their own accountants and employees.