Perfect for bookkeepers and accountants

Enhance your advisor status, automate your forecast

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Deep Insights
Instantly understand your clients projected cash flow, covering receivables, payables and all other costs.
 
Engage Clients
Allow your clients to feel in control with the easy to understand dashboard.
 
Save Time
Your forecast automatically updates from Xero, so you'll always be ready for the next client meeting.
 
Impress Clients
Smart algorithms to predict customer payment date, seasonality and more. We make it simple to give great advice.
 
Endless Sharing
Unlimited businesses and unlimited users. Easily collaborate with colleagues and clients.
 
All for FREE
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Case Study: Cornerstone Bookkeeping

Why Cornerstone Uses Vistr

 
Happy & engaged clients
 
Quick to add to our services
 
Deliver value-add to clients

As a cloud bookkeeper, we aim to provide simple advice to our clients that improves their business, and makes it easy for them to understand and implement.

Managing cash flow is stressful but a constant in business. So we use Vistr to give clients a clear picture of their cash flow in the next three months. They feel in control and get peace-of-mind to focus on their business.

Cash flow forecasting with Vistr requires minimal pre-meeting preparation. Vistr automatically syncs with Xero, so when we keep the books updated, we just login to Vistr at the client meeting.

The information is so easy to understand that we use it with our clients during meetings. It helps us further demonstrate value to our clients. They get really engaged with Vistr. We even give them access to their Vistr account. It's great to see that they check the cash flow every week, and put our advice into practice.

Digital Agency Client

My client is a fast growing digital agency that designs and builds websites for some of Australia's best-known companies. Their work is project based, cash flow is lumpy, and large companies tend to be late payers.

Managing cash flow is a challenge for them, frequently they feel like they are not in control. We helped them by offering cash flow forecasting with Vistr.

The Client Raved About Vistr

 
Feeling in control about the future
 
In control to pay monthly directors superannuation
 
Motivated to chase overdue customers

Why Vistr Works So Well For The Client

  • Quick and easy to set up: it took minutes to setup Vistr using their simple integration with Xero.
  • Immediate value for the client: the client immediately understood Vistr's forecast - seeing the money-in & money-out in the next three months.
  • Customised to their needs: we helped them customised the forecast to track IT costs, payroll and contractors so they could easily see the big capital spend in the next 3 months.
  • See the ATO obligation ahead: get visibility of the next GST, PAYG and Superannuation payment helped them plan ahead - knowing when and how much to pay.
  • Matching money-in & money out: no more guess work to see when customers are likely to pay their invoices. Seeing the mismatch between money-in & money-out (especially payroll weeks) really motivated them to chase debtors.
  • Peace of mind to move forward & grow: gaining control and visibility gave them comfort to plan ahead. They now plan their cash use and started paying monthly directors superannuation.

Start improving your cash flow for free – it only takes 3 minutes

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