Alta VistaClient reporting for accounting firms
A powerfully simple reporting solution for your team and your clients
Alta Vista turns your QuickBooks close into a clean, branded client portal: the numbers that matter with month-over-month context, trend charts, full statements, a live cash view, and your commentary — all at one link your clients can always find. Simple to run, genuinely useful to receive.
Everything you see is the working product. The client demo opens real portals for two fictional companies — Acme Grocery, a $24M grocer, and San Bruno Building Co., a $50M general contractor with a live work-in-progress schedule — each with a live cash view. The accountant demo opens a private sandbox copy of the whole practice, yours to edit and publish.
Problem one
The month-end close is eating your lunch.
Alta Vista turns the close into a system: automated — the numbers, statements, and open questions arrive from QuickBooks as a draft; customized — each client's own metrics, targets, and close checklist; simple — one routine, sync → review → publish; professional — a branded portal instead of PDF attachments; and persistent — every month archived with trends, history, and statements clients can always reach.
Problem two
You're not sure how to get the best out of your data — or AI.
Your clients' books already hold the answers — what changed, which vendor grew, where the cash went — but pulling them out takes hours nobody has, and nobody wants to hand client financials to a chatbot. Alta Vista is AI done the way a financial practice needs it: clients ask about their own published numbers and get exact answers; your staff get an investigator that cross-examines the books before anything goes out. Published data only, every conversation logged, never used to train AI models.
Start where it hurts. Every piece is optional — including the AI, which stays off until you switch it on, client by client. Run a clean, fully professional close first; add what your practice needs from there.
The portal
Everything a monthly deliverable needs.
QuickBooks sync
Connect a client's QuickBooks once; every month's metrics, statements, and open questions arrive as a draft for your review. Nothing is client-visible until you publish.
A dashboard clients understand
Revenue, profit, and cash up top with month-over-month change that names its baseline; margins and the custom metrics each client cares about beneath — plus your commentary.
Full financial statements
P&L, Balance Sheet, and Cash Flow as aligned 13-month tables in the portal, with branded Excel and PDF downloads generated on demand.
Trend charts & targets
Thirteen-month trend lines for any metric, with target lines your team sets — so progress against plan is visible at a glance.
Transactions to review
Uncategorized and questioned transactions flow from QuickBooks to the client, who picks the right account or leaves a note — no more email chains of screenshots.
Spend reports to Google Sheets
Per-client cash-out reports rendered into a live Google Sheet your client can open, with drill-down detail linking back to each QuickBooks transaction.
A live cash view
Actual bank balances and projected money in and out for the next 30, 60, and 90 days, built from the client's own bank activity — the question every owner has, answered before they ask.
Client notes, straight to Slack
Clients leave notes on any month; those notes, their transaction answers, and the Ask Claude conversations they share with you all land in your team's Slack — one stream, no chasing emails or attachments.
Your month, with Alta Vista
- 1 · Sync. The close lands as a draft: metrics, statements, questioned transactions.
- 2 · Review. Skim the draft beside last month's values, run your checklist, add commentary.
- 3 · Publish. Clients see a clean monthly report at the same link as always.
For your team
An admin built around the monthly close.
Staff manage everything from one place: a month strip per client showing what's live, drafted, or missing; a period editor with prior-month ghost values; one-click publish and revert; and the close checklist your team actually follows — tickable by humans, runnable by the AI.
Screenshots from the live demo install — the same product, running for a fictional firm. Click any screenshot to enlarge it.
Or try the admin yourself.
One click opens a private sandbox: your own copy of both demo companies, yours to edit, publish, and reorganize. Nothing you do is saved past your visit.
When questions come up
Plain-English answers, built in.
For your clients: Ask Claude
Clients can ask questions about their own portal data — “how did revenue compare to March?”, “what did we spend on marketing this year?”, “at this pace, where does the year end?” — and get real answers quoting their exact figures, instead of emailing you. It sees only what you've published for them (plus their live cash view where you enable it), does its arithmetic on a server-side calculator (never in its head), and leaves tax, legal, and investment decisions to you. Every conversation is kept, and your team can review each exchange.
For your staff: the investigator
Your team gets a deeper assistant with read-only investigative tools over stored reporting and live QuickBooks data. It chains lookups on its own — accounts, monthly activity, transaction detail — and answers with citations: transaction ids, dates, payees, amounts. Point it at your month-end checklist and it runs the pre-close review, flagging what looks off before your client sees a draft.
Built like financial software, not a chatbot bolt-on: clients only ever see published data, every conversation is logged and rate-limited, nothing your clients ask or share is ever used to train AI models — and it stays off until you turn it on, client by client.
On the roadmap: more sources to cross-examine alongside QuickBooks and the bank — payroll, Shopify and other sales platforms — labeled roadmap until they ship.
Pricing
Two ways to run your portal.
Alta Vista
yourfirm.myaltavista.com
Your firm's portal, your clients, every feature — hosted under the Alta Vista name. Concierge onboarding: we set it up with you.
Contact us for pricing →White label
reports.yourfirm.com
The same portal at your own web address, carrying your firm's name, logo, and colors end to end — your clients only ever see your brand.
Contact us for pricing →We onboard a small number of firms personally — reporting is too important to hand to a signup form. Write to us and we'll walk your team through it on a call.
Questions
Frequently asked questions.
What is Alta Vista?
A client-reporting portal for accounting firms. It turns your QuickBooks close into a branded monthly report at one permanent link: the metrics each client cares about with month-over-month context, full financial statements, trend charts, a live cash view, your commentary, and Excel or PDF downloads. You review and publish; your clients get a report they actually read.
How does onboarding work?
Personally. We onboard a small number of firms at a time — we set up your portal with you, connect the first clients' QuickBooks together, and stay on hand through your first close. There is no signup form; reporting is too important to hand to one.
How is our clients' data protected?
Data is encrypted in transit and at rest. Every business's data is isolated by database-level access rules, and that isolation is exercised by an automated security test suite on every change we ship. QuickBooks credentials are additionally encrypted at the application layer, report files are served only through short-lived authorized links, and sign-in is passwordless — clients use an emailed link or one-time code, so there are no portal passwords to steal or reuse.
The full detail is in our privacy policy.
What does the AI actually see?
Ask Claude answers from a client's own portal data only — their published reports and, where you enable it, their live cash view and bank history — never drafts, never another client's data. It does its arithmetic on a server-side calculator, gives real analysis rather than deflecting, and leaves tax, legal, and investment judgment to you. Every conversation is logged for your team to review, nothing your clients ask or share is used to train AI models, and it stays off until you enable it, client by client.
Where does the data come from?
QuickBooks Online, through a read-only connection — each month's metrics, statements, and open questions arrive as a draft for your review. Bank activity powers the live cash view: actual balances plus projected money in and out for the next 30, 60, and 90 days. Clients with online sales channels can push order data through our API, and anything else your team can enter by hand — so a client who isn't on QuickBooks runs on their bank activity and hand-entered metrics. Payroll and more sales platforms are on the roadmap, and we label them that way until they ship.
What does it cost?
Two shapes: hosted under the Alta Vista name at yourfirm.myaltavista.com, or white-label at your own web address carrying your firm's brand end to end. Pricing is per firm, and we quote it on a call.
Do our clients have to change how they work?
No. The portal complements what already works: spend reports can render into a Google Sheet your client already opens, statements download as branded Excel or PDF, and everything lives at one permanent link — no client software to install, no passwords to manage.
How do we get started?
Try both demos right from this page — the client portal and the admin sandbox are the working product, running for fictional companies. When it looks like a fit, write to us and we'll walk your team through it on a call.