A white-label CFO dashboard your firm hands its clients
Finlumio gives accounting firms a daily-refreshed CFO dashboard and client portal — cash flow, A/R, job margins, and tax planning, synced nightly from QuickBooks Online and delivered under your own brand and subdomain. Built by accountants, for firms moving from once-a-year compliance to year-round advisory.
Per-client pricing — book a demo and we'll walk your firm through it.
What Your Firm Gets
One platform your firm hands every client — the dashboard, the portal, and the advisory relationship behind it.
Daily-refreshed CFO Dashboard
Cash flow, A/R, and job/WIP margins synced nightly from QuickBooks Online — your clients see current numbers, not a picture from the last month-end close.
A client portal under your brand
Documents, messaging, reports, and tax planning live behind one login — carrying your firm's name, logo, and subdomain, not ours.
Built by accountants, for firms
Designed by the team at Green Tax and Business Advisors to move firms from once-a-year compliance to a year-round advisory relationship.
The Finlumio Product Suite
Purpose-built products that refresh your clients' numbers every day — with more advisory tooling on the way.
CFO Dashboard
Your financial position, updated daily — not a month behind.
A daily-refreshed view of cash, receivables, and job margins, built for CFOs and financial leaders who are done waiting on manually rebuilt monthly reports.
Business Tax Planning
Coming soonProactive tax strategy for growing companies.
Year-round tax planning designed around your business, not just filing season. Details coming soon.
How It Works
From QuickBooks connection to a branded client login in three steps.
Connect QuickBooks Online
Each client company authorizes a secure QuickBooks Online connection. No spreadsheets, no manual exports — the sync handles it.
Numbers refresh every night
Cash, receivables, P&L, and job/WIP data pull automatically each evening, so every dashboard is current the moment your client opens it.
Clients log in under your brand
Your clients reach the portal at your firm's own subdomain, see your branding, and message your advisory team — all in one place.
Delivered Under Your Brand
Finlumio runs the platform; your firm owns the relationship. Every client-facing surface carries your name.
Your name, your subdomain
Every firm gets its own address at yourfirm.finlumio.com, with per-firm logo and color branding. Clients experience it as your software.
Granular permissions
Grant each team member exactly the access they need — manage clients, upload documents, run reports, manage integrations — without bundled, all-or-nothing roles.
Document exchange & messaging
Clients securely upload and download documents and message their advisory team directly, scoped to their own companies.
Excel report generation
Produce formatted, ready-to-send Excel reports from live client data in a click — no rebuilding a workbook by hand each month.
Why Firms Choose Finlumio
The difference between handing clients last month's numbers and giving them a reason to log in every week.
Built for the Industries Your Clients Work In
Cash flow, job costing, and tax strategy matter most in project-based, cash-sensitive businesses — exactly where the dashboard earns its keep.
Bring Year-Round Advisory to Your Firm
See how Finlumio would look under your firm's brand — the daily CFO dashboard, the client portal, and the advisory relationship it unlocks. Book a demo and we'll walk you through per-client pricing and onboarding.