For Accounting Firms
Manage all your SMB clients from one portal.
Skoor™ Advisor Console gives you real-time visibility into every client's spending, score, and financial health -- all in one place.
The problem
Your clients are scattered across platforms
Every client on a different platform
One client uses Ramp, another uses Divvy, three use personal cards, and two use nothing at all. You log into six platforms to reconcile.
No unified view
You cannot see which clients are healthy and which are heading for trouble until their books show up -- usually months late.
Manual data entry
Receipts arrive by text, email, and shoebox. You re-enter everything. Your time is worth $150/hour but you are doing $15/hour work.
Advisor Console
One dashboard for all your clients
Client score monitoring
See every client's SKOOR score in one dashboard. Get alerted when scores change significantly. Proactive advising, not reactive cleanup.
Bulk QuickBooks sync
Every client's transactions flow to their QBO automatically. Right categories, right tags, right accounts. Zero manual entry.
Monthly client reports
Auto-generated spending summaries, score trends, and financial health reports. White-label them with your firm's branding.
Referral bonuses
Earn $500-$750 for every client you bring to SKOOR. Three partner tiers -- the more clients, the higher your per-referral bonus.
Partner program
Earn $500-$750 per client referral
Tier
Clients
Per-Referral Bonus
Perks
Silver
1-10
$500
Dashboard access, monthly reports
Gold
11-50
$625
Priority support, bulk sync, API access
Platinum
51+
$750
Dedicated CSM, white-label, custom integrations
Your clients deserve
better financial tools.
Join the SKOOR Partner Program. Get your clients on one platform and earn referral bonuses for every sign-up.
Become a SKOOR Partner