Integrate Xero for a realtime view of the financial health of yours and your client's business
TheCUBE ‘Advisory Portal’ enables success for accountants, advisors, and coaches.
Manage advisory team and client permissions
All in one advisory and coaching platform
Track advisory team member client performance
Client driven profit planning, sales forecasting, and assigning actions
Schedule and manage client meetings across team
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.
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.Try Xero for free
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