Our flagship product
The first scalable personal bookkeeping platform for advisors.
Cloé is next-generation personal bookkeeping software — built from the ground up for financial advisors and the clients they serve.
Access CloéWhat is Cloé
Personal bookkeeping, reimagined for advisory practice.
Cloé is a personal bookkeeping software platform designed specifically for financial advisors. Unlike traditional bookkeeping tools built for accountants, Cloé is built around the workflows, relationships, and reporting needs of the advisory industry.
It is the first platform of its kind to offer true scalability — allowing advisors to manage bookkeeping for multiple clients without the friction and manual overhead that comes with legacy software.
Who it's for
Built for advisors.
Independent advisors
Manage your clients' personal finances with clarity and precision — without the complexity of enterprise accounting software.
Advisory firms
Scale bookkeeping services across your entire client base from a single, unified platform.
Wealth managers
Give clients a complete picture of their personal financial health alongside their investment portfolio.
Key capabilities
Designed for scale. Built for precision.
Scalable client management
Manage bookkeeping for any number of clients from a single advisor dashboard — no duplication, no manual workarounds.
Advisor-native workflows
Every feature is designed around how advisors actually work, not how accountants do. Less friction, more clarity.
Personal finance clarity
Give clients a real-time, accurate view of their personal financial picture — income, expenses, assets, and liabilities.
Next-generation platform
Built on modern infrastructure for reliability, security, and the flexibility to grow with your practice.