Whether you're an accountant, implementation specialist or any other kind of consultant, getting data from your clients’ cloud platforms can be difficult – often involving a lot of manual CSV exports and copy-pasting. This process threatens data integrity and leads to outdated reports as more data is generated.
The answer is SyncHub for Consultants.
Give your clients real-time access to their data with their own sub-account, a segregated SyncHub account nested under your own. You have control over things like billing, the appearance of the app and which connectors they have access to – all with the click of a button. You can also log in to sub-accounts yourself so you can make changes or build reports.
SyncHub for Consultants comes with your own client dashboard. Here you can see all your sub-accounts at a glance and customise each one to fit that client’s needs. For each client you can view the status of their connections, add or remove restrictions, manage payments and more.
With SyncHub for Consultants, you'll never have to chase a payment. Just use our integrated billing platform to set up your client’s credit card to be charged monthly, quarterly or annually. You can even adjust the payment amount to include your own service fee – right from within the app.
Each sub-account is assigned a separate cloud-hosted database. Within each database, every connection is stored in a separate schema. This means no matter how many sub-accounts you create, there’s no risk of data contamination.
Make the SyncHub app your own by adding your own logo, colour scheme, domain name and contact email address. White labeling lets you completely brand your client’s experience and gives you control over how you package your services.
Real-time syncing, multiple users, reporting with any BI tool – you and your clients get them all.
That’s the best part: the extra services you get with SyncHub for Consultants are entirely free. Simply sign up to our Business plan and let us know you are a consultant.
Plus, you can take advantage of bulk-pricing by aggregating your client connections under your plan – saving even more money.
SyncHub has been a game-changer for my consulting firm. Clients are amazed at how easily I can set up their reports in a way that they're kept updated at all times – and it works seamlessly with Power BI.