Integrate Xero for a realtime view of the financial health of yours and your client's business
Business success made easy with TheCUBE and Xero
TheCUBE platform gives advisors and coaches the power to enable your clients to ‘win’ at business.
Free CUBE demo Try Xero for free
TheCUBE ‘Advisory Portal’ enables success for accountants, advisors, and coaches.
Full control
Manage advisory team and client permissions
Efficiency
All in one advisory and coaching platform
Accountability
Track advisory team member client performance
Process
Client driven profit planning, sales forecasting, and assigning actions
Collaboration
Schedule and manage client meetings across team
Learning
Custom learning content to engage and educate client
Building Your Business Doesn’t Need to Be Hard.
You and your coaching clients can clearly view their plans and metrics so everyone understands the strategy and tactics necessary to build a scalable, healthy and profitable business for the future.
TheCUBE + Xero
Connect your client’s Xero data seamlessly to TheCUBE business management platform to enable a single view of all your client’s financial, productivity and marketing data. Add instant value to you and your client.
Improve financial health
Improve productivity
Connect financial, marketing and learning data to improve overall business productivity
Improve accountability
Use built in planning, meeting and action capanilities to drive accountability and transparency
About us
TheCUBE connects to the leading business performance applications (financial, jobs, customer) to bring all the data together in one single, trusted view. Blended with wellness data and goal setting this allows you to help your clients achieve their true objectives in work and in life.
Visit TheCUBE homepageXero's small business accounting software has all the time-saving tools you need to grow your business. From importing bank transactions to sending invoice reminders, Xero automatically handles tasks so you can get your accounting done faster.
Try Xero for free
Our customers
We stay on top of our industry by being experts in yours.
“For an accountancy firm, TheCUBE allows us to deliver our advisor services very efficiently due to the fact all data is integrated and analysed in one place. This delivers great value for our business owner clients who now receive proactive notifications, assisting with improving business performance across profitability, sales and cash flow.”
