Prioritise the portfolio
Find overdue invoices, work awaiting invoicing and bills that need review. Filter to the clients needing attention.
For bookkeepers & outsourced finance teams
Know which clients need you first.
Spend less time finding which clients need attention and more time helping them. Kintreo is being built to bring priorities and supporting records together, so your team can focus its review time where it matters.
Make more of your client-review time.
Drill into the evidence
Open a client’s supporting records and illustrative financial reports. Guided answers stay tied to that client’s demo figures.
Agree the next step
Try a simulated owner-review handoff. Live assignment, comments and audit history remain in development.
The same records, with permission.
The planned access model is client-approved, scoped and revocable. The practice and business owner should work from the same underlying evidence.
The demo uses four fictional businesses and no live credentials. Source freshness, connection health and safe support are requirements for live onboarding.
Read about access & current readiness →Help prove the value.
We want to test review time saved, the usefulness of flagged items and the quality of the owner handoff. We are not claiming verified time savings yet.
Practice pricing and client allowances are being finalised. Pilot scope and any later price will be agreed explicitly; registering creates no subscription.