Solution for Accounting & Advisory Firms
Consolidate dozens of client administrations and deliver proactive advisory
Connect Exact Online, Twinfield, Yuki and Nmbrs across all client entities. Build consolidated executive dashboards, share secure client portals, and automate weekly advisory digests.
14-day free trial • Configured in 10 minutes • Includes AI agent & Viewer Hub
Centralized business intelligence without manual spreadsheets
Connect Exact Online, Twinfield, Yuki and Nmbrs across all client entities. Build consolidated executive dashboards, share secure client portals, and automate weekly advisory digests.
Industry Challenges
Why traditional client reporting drains accounting hours
Time-consuming multi-company consolidations
Manually exporting holding structures with 10+ entities and consolidating them in fragile spreadsheets.
Complex access permissions for clients
Clients demand real-time visibility, but granting raw database access or costly BI licenses is impractical.
Looking in the rearview mirror
Reports are delivered weeks after month-end closing, when critical opportunities and risks have already passed.
Capabilities
Modern advisory capabilities for forward-thinking firms
Multi-Client Consolidation
Effortlessly consolidate holdings across multiple Exact Online divisions or Twinfield offices.
Viewer Access Hub for Clients
Give clients custom branded dashboards with dedicated themes and filters without per-viewer licensing fees.
AI Advisory Assistant for Clients & MT
Allow business owners to ask questions in plain English about P&L trends, cashflow, and accounts receivable.
Automated Weekly Client Briefings
Schedule automated executive summaries delivered directly to clients via email every Monday morning.
How it Works
Live in 3 simple steps
1. Connect all client administrations
Link your Exact Online, Twinfield, Yuki or Nmbrs environments once through secure OAuth2 authorization.
2. Configure advisory dashboards
Select pre-built templates for P&L, debtor monitoring, cashflow forecasting and holding consolidation.
3. Share securely with clients
Invite clients through the Viewer Access Hub or share restricted read-only links with custom firm branding.
Supported accounting and payroll software
Frequently asked questions
Frequently asked questions about this industry solution
Please call: +31 6 15534337
Can we white-label DigiData with our accounting firm's branding?
Yes. You can customize the platform with your firm's logo and brand colors for a seamless client experience.
Do we pay per dashboard viewer or per connected integration?
DigiData uses transparent pricing per connected integration source, with unlimited viewers included via the Viewer Access Hub.
14-day free trial • No setup fees • Live in 10 minutes
Ready for real-time visibility in your industry?
Start your 14-day free trial today or schedule a tailored online walkthrough with our team.
