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Connect every client's books without asking anyone to switch tools. Nockpoint connects to QuickBooks, Xero, Stripe, bank feeds and spreadsheets, so each client keeps the systems they already use. Data syncs on a schedule into a managed Snowflake warehouse, with each client's data kept separate.
Build one standard dashboard, then use it for every client. Define metrics like gross margin, cash runway and days sales outstanding once. The same definitions apply to every client, so numbers compare cleanly across clients and from month to month.
See which clients need attention before the monthly check-in. A firm-level view shows which clients have overdue receivables, falling cash or unusual changes in spending, so your team walks into each client conversation with the numbers already prepared.
What you can track
- Revenue, gross margin and net income by month
- Operating expenses by category
- Cash balance and runway
- Accounts receivable (AR) aging and days sales outstanding (DSO)
- Accounts payable (AP) coming due
- Budget vs. actuals
- Payments received in Stripe compared with what's recorded in the books
- Side-by-side comparison of key metrics across all clients
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