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End to End Cloud Advisory & Dashboarding Platform 

Provide your clients with a platform that allows them to select the best solution for their business. We then connect them with a cloud integration partner to get them set up, and give you and your client access to a fully customisable dashboard which consolidates key data from all their connected Apps.

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View Client Details In One Consolidated View Icon

Consolidated Client View

 Manage all of your client's Apps and recommendations from the Business Insights Platform.

Recommend Business Apps

Recommend App Solutions

Use the free App recommendation tool to profile your clients and recommend the right solution for their business.

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Live Client-Centric Dashboards

See key financial and operational data in the Business Insights dashboard. Available on any device.

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Consolidated Metric Views

A single consolidated view of key business metrics across your client base or create multiple views for specific groups of clients.

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Branded As Your Business

Deliver live client-centric dashboards to your clients, complete with your own firms branding.

App setup and support

We Connect You With App Setup Partners

We will connect your client with an expert App setup partner to get them up and running.

Recommend The Right Apps For Your Clients

There are thousands of amazing app solutions available on the market. Using our expert knowledge, we have taken the hard work out of choosing, and have selected the best solutions for your clients' industries.

The Dynamic Insights Platform App Recommendation Tool

In a few easy steps, you can recommend the right solution for your client based on their business, industry and needs.

We know that businesses grow and their requirements change over time. The Dynamic Insights platform grows with your clients, using bespoke data to proactively recommend additional solutions as your clients business requirements change.

Use the free app recommendation tool to find and recommend the right apps to your clients. Or let them know that they can access this tool and get setup with apps that integrate with their exisiting accounting solution. 

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Get Real-Time Business Insights

More than just a dashboard, The Dynamic Insights Platform is the live integrated data solution that your clients will love you for. 

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  • Use our pre-built industry specific dashboards or easily create a custom dashboard for your clients incorporating both financial and operational data
  • Live client-centric dashboards, set up in minutes, with your firms branding
  • A single consolidated view of key business metrics across your client base or specific groups of clients
  • Spend less time creating reports and more time providing proactive advice to your clients

Consolidated Client View

Zrilo's Business Insights Platform gives you one place to manage all your client interactions when it comes to recommending and setting up their App solutions. Our platform is agnostic when it comes to the major cloud accounting solutions, so you can manage your Xero, QuickBooks and MYOB add-on recommendations in one platform.

App Solution Setup and Support

Zrilo has partnered with a number of cloud integration partners across Australia to assist your clients with the implementation and support of their cloud App Solutions. We will recommend a integration partner, or you can use your own preferred cloud integrator.
Setup Business Apps

Implementation

Our cloud integration industry and App experts will conduct an in-depth consultation and scoping of your clients' current systems, workflows, and assist them with the customisation and setup of the apps to meet their own requirements.

Training On Business Apps

Training

Training is key to ensuring your clients' success. All of our cloud integration partners offer one-on-one online training for business owners and their staff to make sure they get the most from their solution. More in-depth and on-site training is available in some cases.

Support For Business Apps

Support

Our partners provide your clients with one person to call - through a central point of support across all apps. No need to deal with different companies or people. Most implemetations come with some support attached, and additional support is available beyond this.

Platform Pricing

Live 10

$

250

+GST per month 

Live 25

$

500

+GST per month 

Live 50

$

800

+GST per month

Live 100

$

1,250

+GST per month

Load all Clients

App Recommendation Tool

Connected Organisations

10

25

50

100

Dashboard

Dedicated Account Manager

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Free Trial
Free Trial
Free Trial
Free Trial

Free

$ Free

Load all Clients

App Reccommendation Tool

Connected Organisations

1

Dashboard

Role Based Training

App Knowledgebase

Active Training Users (per connected org)

1

Additional Training Users ($/month)

Dedicated Account Manager

Whitelabel

Small

$

250

+GST

Load all Clients

App Reccommendation Tool

Connected Organisations

10

Dashboaed

Role Based Training

App Knowledgebase

Active Training Users (per connected org)

5

Additional Training Users ($/month)

$5

Dedicated Account Manager

Whitelabel

Medium

$

250

+GST

Load all Clients

App Reccommendation Tool

Connected Organisations

25

Dashboaed

Role Based Training

App Knowledgebase

Active Training Users (per connected org)

5

Additional Training Users ($/month)

$5

Dedicated Account Manager

Whitelabel

Large

$

250

+GST

Load all Clients

App Reccommendation Tool

Connected Organisations

50

Dashboaed

Role Based Training

App Knowledgebase

Active Training Users (per connected org)

5

Additional Training Users ($/month)

$5

Dedicated Account Manager

Whitelabel

To connect more than 50 organisations - call us for a quote: 1300 009 397