Your clients get clarity. You get the credit.
A white-labeled portal where your clients see their key metrics, financial reports, and monthly deliverables — branded with your firm's identity, not ours.
The dashboard non-financial clients actually understand.
Client Clarity is a purpose-built, simplified dashboard for the business owners and operators you serve — not for accountants. It surfaces what a non-financial founder cares about: cash on hand, runway, monthly burn, gross margin, and the trends behind them, in plain language. It updates automatically from the same connected accounting data your firm-side dashboards use — nothing separate to maintain. And it carries your firm's branding, so your client logs into your portal. They open it once a week and immediately know how the business is doing, no finance translation required.
Demo data: a client's view — simplified KPIs, cash position, and trend cards. On Growth and Pro this surface carries your firm's branding.
The deliverable your clients open in their inbox.
Every month your clients receive a polished PDF — the financial summary, P&L, balance sheet, cash flow statement, and KPI commentary they need to run the business — delivered on the cadence you set. On Growth and Pro it carries your firm's name in the footer of every page, so the recurring deliverable that lands in their inbox reinforces yourengagement, not a software vendor's. Send it on schedule or generate it on demand; that's your call. It's the touch that keeps clients engaged with your firm between meetings.
Sample monthly report your client receives — cover page and the Profit & Loss content page. On Growth and Pro it carries your firm's name and branding.
Everything else your clients get
White-Labeled Branding
Your firm's name, your colors, your logo on every page your client sees. Clients log into your firm's portal — they don't see ModlOS.
Always-Free Client Users
Invite as many client users as needed at no per-seat cost. Every CEO, COO, controller, or bookkeeper on the client side can have their own login.
Reports & Dashboards You Expose
Give clients access to specific dashboards and financial reports beyond the simplified Client Clarity view. You control which surfaces each client sees.
Same Data, Different View
The client portal pulls from the same connected accounting data as the firm-side platform — your numbers and theirs are always reconciled.
Professional Boundaries
Clients see what you grant them; nothing more. Your full toolkit — modeling, the operating system, multi-entity — stays on the firm side.
Available on Every Tier
The client portal is included on Starter, Growth, and Pro — not gated behind upgrades.
The surface your engagement is lived on.
The client portal isn't a separate deliverable you ship and forget. It's where the engagement is lived by the client. Between meetings they log in and see how the business is doing. During meetings, you and the client look at the same dashboard, side by side. Afterward, they have the metrics you discussed in front of them to follow up on.
Monthly reports arrive carrying your firm's branding. The portal keeps your firm visible to the client every week — not just on the call.
The portal is on every tier.
Give your clients a portal with your name on it.
7-day free trial — every feature unlocked, up to 3 companies, no credit card. Invite a client and show them their numbers.