Firm onboarding

Active Firm subscribers (10 seats, 10 clients included) can book one setup call to wire the first client report pack.

Book a setup call

What we cover on the call

  • Connect one client data source: Xero, Airtable, Google Sheets or Stripe today (QuickBooks coming soon)
  • Fork or save one report recipe from templates or community library
  • Create one scheduled report with timezone and delivery channel
  • Run a test delivery (email, webhook, or recipient portal)
  • Confirm run history and error hints in the app

SLA: we respond to Firm setup requests within one business day. Offer applies to active Firm subscriptions only — see pricing and firm workflows.

Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

Product
Product overviewReport templatesIntegrationsPricingFAQGlossary
Solutions
Fractional CFOsAccounting & bookkeeping firmsFinance teamsOperations teamsAgenciesSmall businessNonprofits
Resources
BlogRSSComparisonsUse casesCommunity recipesSample packAboutContact
Legal
Legal noticeTermsLicensesPrivacySecurityGDPR

© 2026 Ilka. All rights reserved.

Legal noticeTermsPrivacyllms.txt