Solution for Accounting & Advisory Firms

Consolidate dozens of client administrations and deliver proactive advisory

Connect Exact Online, Twinfield and Nmbrs across all client entities. Build consolidated executive dashboards, share secure client portals, and automate weekly advisory digests.

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14-day free trial • Configured in 10 minutes • Includes AI agent & Viewer Hub

Centralized business intelligence without manual spreadsheets

Connect Exact Online, Twinfield 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 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.

Method and definitions

Traceable consolidation across administrations

Published evidence

DigiData has not published an accounting-specific customer case with measured outcomes. The scenarios and KPIs below are therefore a testable implementation framework, not a customer result or benchmark.

Review the published customer statements

Pilot scenario

Start with two administrations that finance already consolidates each month. Synchronize charts of accounts, entries, receivables, payables and periods from Exact Online or Twinfield. Add more clients or payroll only after the first reconciliation.

Sources and keys

Retain the source administration, financial year, period and original ledger account. Map them explicitly to a group chart of accounts instead of overwriting source values. This preserves why each amount appears in a consolidation line.

KPI	Definition	Control
Normalized result	Profit or loss under a documented selection and mapping of ledger accounts.	Reconcile the unadjusted result first and document every adjustment.
Receivable days	Outstanding receivables divided by revenue for the selected period, multiplied by its days.	Define the treatment of credit notes, VAT and disputed items.
Consolidation difference	Difference between source totals and the reported group after mappings and eliminations.	Every difference should trace to a documented rule.

Refresh cadence

Align synchronization with month-end and show the last successful run per administration. Weekly signals can use the latest available position, but should not be presented as final while entries can still change.

Validation

Reconcile balance sheet and profit and loss per administration before eliminations. Then check mappings, intercompany rules and currency choices. Record definition changes and have the file owner explain differences.

Boundary

DigiData supplies and combines source data, but does not determine tax treatment, consolidation policy or materiality. Those definitions and final professional review remain with the firm.

Compare Twinfield connection routes Read connection and refresh FAQs

Supported accounting and payroll software