Advisory work that scales across the whole book, not one client at a time.

Works with QuickBooks Online and Xero

Connect QuickBooks Online or Xero for a client. MILŌN reads the profit and loss and balance sheet into the same workspace as an upload, and you review and sign off. The books stay in QuickBooks or Xero — MILŌN is not a ledger.

What changes in the practice

• Portfolio triage. Live health across every client on one screen, so the question becomes “who needs me this month” rather than “who has phoned me.”
• Drafted advisory reports. Claude writes the first draft from the client's actual numbers. You correct, sign off, and send — the judgement stays yours.
• White-label output. Your logo, your colors, your name on the report. Milōn is the engine, not the brand on the cover.
• A risk radar. Deteriorating clients surface before the crisis call, which is the difference between advisory and cleanup.
• A recurring reason to talk. A monthly number and a monthly conversation is what turns compliance work into a retainer.

The gap this actually closes

Your clients do not think they need advisory. They think they need to understand their own numbers more than once a year — and right now the only way to give them that is to spend an afternoon per client producing it by hand.

Milōn is the channel between the two of you. You work where you already work; the client gets a monthly score they can read in a minute, with your notes attached to the figures they refer to. It is the difference between being the person who files their returns and the person who tells them what to do next.

The practice economics

The honest version: we are not going to quote you a time saving we have not measured across real practices yet. What we can tell you is where the time goes today — pulling figures, computing the same ratios by hand, and writing the same narrative in slightly different words for each client — and that all three of those are what the platform does automatically from the moment a client's figures are in.

How a client moves through it

1. Invite or add the client

   They get their own workspace under your firm, or you run it for them. Both work, and the client can be handed over later either way.

2. Figures in, score out

   Connect QuickBooks Online or Xero, or upload the statements. Nineteen ratios, four pillars, one score, and a 13-week cash forecast — computed the same way for every client, every month.

3. Draft, review, send

   The advisory report is drafted for you and waits for your sign-off. Nothing reaches a client without a partner putting their name to it.

Pricing for firms

Flat USD monthly or annual bands by active client count. Watchlist clients stay on your radar at no charge — they don't count toward billed seats until you activate a full workspace. South African firms can pay ZAR at Checkout via Adaptive Pricing — we do not publish a separate rand catalog.

• Starter is free (up to 3 active clients) so every firm has a subscription from day one.
• FOUNDING is 50% off monthly firm bands and does not stack with annual billing.
• White-label onboarding support is included. Your branding on every report and portal.