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Why you will choose us!

Intelbay has been carefully designed to enable businesses to have real-time understanding of their financial situation without the setup or maintenance of other softwares. Used and vetted by hundreds of businesses, CPAs, and Pro-Advisors, the Intelbay solution has been proven to provide excellent results to clients.

What your clients receive:

Ultra Secure

Highest Level Security: 256 Bit Bank Level Security Measures. Login directly through your secure Intuit account.

Set and Track Goals

Clearly focus on what is important. Provide motivation for you and your team. Unlimited users per account.

Preconfigured KPIs

Save hours of time and make faster decisions using visualized data. See your key business metrics at a glance.

Firm Benefits:

Client Retention

Creating value for the client with a low-touch solution has never been easier. Improve customer retention and firm branding.

Your Branding

Once you see the potential increase in sales, we will personalize the software to showcase your brand with your logo and color scheme.

Personalize your URL

Clients will see your domain name when they login to the dashboard.

Real-time data. Accountant level understanding.

Save hours of time each month.

Bridge the gap of understanding so the finance professionals aren’t spending all their time trying to explain how the business is really performing.

QuickBooks

No Training. Instant Setup.

QuickBooks Online and Desktop.

The software has been designed so it provides incredible information to the business owner, and created so it simply connects with their accounting software and we do the rest...literally

Both QuickBooks Online and Desktop are supported. Once connected, access from anywhere. anytime.

Bring your team together.

Communication made simple.

Communicate directly on specific financial metrics. Know when each team member has seen your comments. Unlimited users per business.

What your clients will say

Increase client satisfaction. Increase the value of your firm.

Creating value for the client with a low-touch solution has never been easier.

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