Business success made easy with TheCUBE and Xero

TheCUBE platform gives advisors and coaches the power to enable your clients to ‘win’ at business.
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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

Integrate Xero for a realtime view of the financial health of yours and your client's business

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 homepage

Xero'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.

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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.”

David Eckersley - Group Director, Cambio

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