CLIENT PORTAL

Your finances, live — anytime.

Sign in and see the same books your accountant is working in. Not a monthly PDF, not a summary someone typed up — the actual ledger, current to the last approval.

See pricing →

Free plan, no time limit · No credit card · Set up in minutes

Fortura
app.forturaadvisory.com/choose

WHO SEES WHAT

One set of books, three ways in

THE OWNER

You keep the final say

Documents wait for approval before they post. Whether your accountant prepares them or you upload them yourself, nothing enters the accounts without a person signing it off. On Manage → Roles, you choose which of those sign-offs your staff hold.

  • ✓Nothing posts unapproved
  • ✓Review queue per firm
  • ✓Approve from any device
  • ✓Every action logged

YOUR STAFF

Your staff check the work

Staff you add as Admin run the books day to day: they review documents and read the reports. Approving invoices, posting journals and filing stay with you until you tick them over.

  • ✓Mark documents as reviewed
  • ✓Read the reports
  • ✓Roles control what each person sees
  • ✓Sign-offs only if you grant them

YOUR ACCOUNTANT

What you see is what they see

Your accountant, ours or your own, approves and posts in the same workbench. There is no client copy and no export step. You and your accountant are looking at the same ledger, so a question about a figure has one answer rather than two versions of one.

  • ✓The same live ledger
  • ✓No exported snapshots
  • ✓No version mismatch
  • ✓Updated as work happens

THE OWNER'S DASHBOARD

What the owner sees

Built from approved, posted entries, never a copy.

  • ✓Receivables and payables, coming due and overdue
  • ✓Income against expenses, month by month
  • ✓Money in and out of your bank accounts
  • ✓Balance sheet, as at today
  • ✓Every figure opens the documents behind it
  • ✓Sign off invoices and claims yourself

QUESTIONS

Before you sign in

Is it a copy of my books?

No. It is the same live ledger your accountant works in, not a monthly PDF or an exported snapshot.

Do I have to wait for month end?

No. The figures are there anytime, current to the last approval.

Do I need to install anything?

No. It runs in the browser, on any device.

I run more than one business. Do I need separate logins?

No. Access is scoped to the firms you belong to. Multiple businesses are switched between from one login rather than needing separate accounts and separate passwords.

Can I change what my staff can do?

Yes. On Manage → Roles, the owner grants or takes away each sign-off for each staff role. The change applies within about a minute, with no re-login.

Stop waiting for the monthly pack.

See your books the moment they change. Start free, with no time limit and no credit card.