Daily client insights, effortlessly
Vonto is a business insight tool that connects with Xero, Quickbooks, Google Analytics, Facebook, Instagram, and more.
Forget the old way, sharpen your edge
over the competition
Manual reports or spreadsheets are instantly out of date and don’t encourage proactive clients. Vonto transforms data into insights, letting you track your client’s business in near real-time.
Sharing spreadsheets and checking in only twice a year?
Empowering your clients to have a more active role in their business finances is hard with a report. Educating them even harder!
- Time consuming
- Not automated
- Outdated data
Other solutions can be difficult to setup
On-boarding your clients to new tools is not an easy task, and passing on the expense can be hard to justify.
- Too much configuration
- Overwhelming integrations
- Added costs
Give your clients key insights into
their business each day
Vonto connects with a wide range of popular business tools, including Xero and QuickBooks, and generates a customised insight feed every day. Your clients can use these insights to understand how their business is performing and make better decisions.
Create a profile, then add your client
First, sign up to Vonto for you own business. Then create another organisation profile on behalf of your client, and connect their Xero or Quickbooks account.
Which tools can Vonto connect with?We currently support the popular tools listed below.
Invite & Collaborate
Invite your client to access their business on Vonto. You can control who can view and manage each profile.
Do I have to send them anything?
No, Vonto will email all the details to your client.
Your client now has 24/7 access
Daily insight reports are a single source for their business numbers, updated daily and tailored to their needs.
Can they share insights?
Yes, App users can share insights via email.
Join the many advisors already using
Vonto to empower their clients
As a product backed by the Commonwealth Bank, Vonto is trusted by industry
leaders that rely on it for accurate and up-to-date business information for
themselves, and their clients.
Simple and quick to set up
Growing number of integrations
Manage multiple clients
A priceless tool to offer your clients
Vonto is a free product backed by the Commonwealth Bank and our commitment to providing data/insights to all small business owners. Vonto will release premium features in the future.