Use vistr to enhance your practice
Perfect for bookkeepers, accountants, finance teams and small business advisors
Make your advice stand out.
Deliver Insight not history.
Instantly understand your clients future cash flow, covering receivables, payables and all other costs. Identify opportunities for action!
Bring ideas to life
Smart algorithms to predict customer payment date, seasonality and more.
We make it simple for you to raise ideas with clients and
give great advice.
Engage with solutions.
Be a part of the solution! Engage your with the easy to understand dashboard shared transparently between you both. Orchestrate solutions together!
Endless Sharing
Add users easily, to reach all your clients, businesses, and advisor users.
Easily collaborate with colleagues and clients.
Save time. Avoid rework!
Your forecast automatically updates from Xero, so you'll always be ready for the next client meeting.
Start for
FREE
Our basic plan is free… but if you want to charge your clients, you’ll likely to upgrade to our Fantastic value plan.
Start improving your clients cashflow.
Try us for free. It only takes a few minutes.
Tim Hoopmann
Founder
Case Study: Cornerstone Bookkeeping.
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.
Grow your clients…
Grow your practice
Happy & engaged clients
Quick to learn
Quick to add value
Why vistr will work for you
Our clients raved about using vistr
More in control
More Motivated
Better performance