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
Instant Switching
Jump between client accounts in one click. No logging out and back in.
Data Isolation
Strict boundaries. Data, API keys, and settings are completely siloed.
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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