You are an accountant or consultant with multiple clients and you have observed a set of common requirements which are applicable to the majority of your clients. So, you have created a suite of reports to assist with these requirements, such as forecasting tools, sales analyses or P & L summaries, but you struggle with distributing the reports due to things like managing multiple copies of your reports, rolling out changes, struggles with setting up a visualization tool for your clients (such as Power BI or Tableau) or additional licensing fees for the 3rd party reporting tools.

…sound familiar?

You already know that SyncHub lets you access raw data from cloud platforms, such as Xero, HubSpot or simPRO. But getting the data is only the first part because you also need to do something with that data - namely, create reports and share them with your clients. SyncHub helps you scale your business by securely distributing reports across your client base, while letting you manage everything from a single centralized location.

In this post, we’ll have a look at how SyncHub’s Client Portal module may be the solution you’re looking for, but first…

Creating Ali’s first report

Let’s start with an old favourite - Sales by customer - and we’ll base it off our Xero Connector. Ali uses our Query Editor to build out her report logic:

Important: Note in particular that instead of an actual database schema, she’s using the generic placeholder, [CONNECTIONS.xero] - we later replace this with the different client schemas that utilize this report.

After writing out the report logic, a simple bar chart using our Insights platform handles the job of rendering it for her:

That was easy!

Sharing the report with Ali’s clients

As we said, ALI has over 50 clients, and just about all of them want this essential report. Of course, every client has their own separate Xero connection and traditionally Ali has had to download their Xero data each month before being able to deliver her services.

Even when she started using SyncHub to extract her Xero data automatically, it still took her time to compile it into an Excel file each month and email it off to everybody.

(Un)fun fact: Back in 2023, Ali realized her report could be improved by filtering out deleted invoices - this took over 100 days before all her clients were up to date using the latest version

But now, Ali uses her SyncHub Client Portal to publish her report so her clients can view it. First, she jumps over to the Publish Settings for her new report:

Once published, the report becomes available for her clients to install in their own SyncHub instance. So, let’s jump over and quickly…

Ali invites Bruce to connect his Xero account via her SyncHub Client Portal. Not only does this allow Ali access to Bruce’s Xero data, it also lets Bruce quickly run Ali’s reports against his Xero account too, because it is now available via his own Insights module:

A couple of mouse clicks later, and Bruce is running the report literally within five minutes from joining the client portal.

[pause for applause]

Sharing multiple reports via dashboards

Over time, Ali adds more and more reports to her offering and makes these available to her clients too. But instead of requiring her clients to install each report one by one, she uses another feature of SyncHub - shared dashboards. Ali starts by assembling her dashboard via her regular Insights module…

…and then publishes it so her clients can install it:

If we jump back to Bruce’s account, we can watch him quickly install the dashboard with just a few mouse clicks…

And there are loads of other benefits

Our Client Portal is built on our White Labelled solution, so you get access to all these amazing benefits too:

1. Branding. Clients connect their data and access their reports all under your brand - even email communications

2. Custom pricing. SyncHub will recoup its standard fees per client, but you can control the ultimate price paid by your customers by connecting your own Stripe account. Set your own pricing tiers and features. Offer the service for free to your clients, or roll your own fees into our service and essentially use SyncHub as a payments provider

3. Data security & privacy. Our bring-your-own-database solution lets you store your client data in a database owned and controlled by you

So if you think a Client Portal may be useful for your business, get in touch via our website.