One Dashboard.
Unlimited Entities.
Scale your practice without the chaos. Switch between clients instantly, manage unified billing, and maintain strict data isolation.
Nexus Fund / Dashboard
Accountant
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Instant Switching
Jump between client accounts in one click. No logging out and back in.
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Data Isolation
Strict boundaries. Data, API keys, and settings are completely siloed.
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Unified Team
Add your staff to multiple organizations with different permission levels.
Practice Management
Unified Billing & Reporting
Streamline your firm's operations with centralized management.
- ✓ Single Invoice
Consolidated billing for all your client organizations.
- ✓ Global User View
See which team members have access to which clients.
- ✓ Standardized Chart of Accounts
Deploy templates across multiple client entities.
Monthly Statement
Nexus Fund $299.00
Alpha Trading $299.00
Beta Ventures $149.00
Total $747.00
Granular Access Control
Define exactly what your team and clients can see.
Feature Access
Owner
Admin
Editor
Viewer
Manage Organization
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Edit Transactions
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View Reports
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Manage API Keys
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