Accounting Firms
Advisor Console
Accounting firms manage all client businesses from one portal. Single login, multiple clients. See every client's transactions, approvals, and AI coding accuracy — then override anything that needs correction.
Multi-Client Management
Switch between client accounts instantly. Each client's transactions, approvals, and categorization accuracy are visible from your advisor dashboard. Bulk review across clients lets you process corrections for multiple businesses in a single session. No more logging in and out of separate accounts.
AI Override and Learning
Override AI categorization for any client transaction. When you correct a coding decision, the AI learns from it immediately — improving accuracy for that client going forward. Your expertise trains the model. Over time, fewer corrections are needed as the AI adapts to each client's chart of accounts.
Client Health Dashboard
See every client's Business Skoor, spend trends, and compliance status at a glance. Identify clients who need attention before problems escalate. Export client data for tax preparation with one click. Integrated with QuickBooks Online and Xero for seamless bookkeeping workflows.
Referral Program and Access Control
Earn referral bonuses up to $750 per qualified client you bring onto SKOOR. White-label option lets you brand the platform with your firm's identity. Role-based access — partner, manager, and staff — ensures the right people see the right data.
- Single login across all client accounts
- Override AI coding with immediate model learning
- Client health dashboard with score and compliance status
- Referral bonuses up to $750 per qualified client
Try it now
Sign in and connect your first client. Start reviewing transactions across your entire book of business.
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