From administration to advice.
Your clients with Exact Online subscription management are missing crucial subscription metrics. With RecurBoard you turn that into an advisory product, automatic, scalable and with unlimited users on both sides.
The market is changing
Your clients expect more than an annual report.
The accounting profession is shifting. Compliance is a commodity; clients compare on price. Real value lies in looking forward, not back.
More and more SMBs work with a subscription model. They invoice through Exact Online Subscription Management. But they have no idea how healthy that subscription business actually is.
This is the gap where you as an advisor can step in, with data that is already in Exact Online but never automatically calculated.
Questions your clients ask, and that you can now answer instantly:
Why RecurBoard
Everything you need to scale subscription advice.
One dashboard, all clients
Manage all client administrations from one overview. See at a glance which clients are growing, who is churning and who needs attention.
Subscription KPI reports as an advisory product
Deliver MRR, Churn and NRR reports every month. Data-driven advice that sets you apart from the firm next door.
Unlimited users, office and clients
Your team and your clients' users are all in the subscription. No additional cost per seat, for anyone.
Automated reporting
No more manual Excel analyses. RecurBoard calculates all subscription metrics automatically from Exact Online.
Less routine work, more advisory value
Hours you used to lose pulling and cleaning data, now go to interpretation and advice.
Recurring revenue for your firm
Offer subscription reporting as a monthly service. Predictable revenue for your firm, not just for your clients.
Your clients log in themselves.
You manage the administrations. Your client logs into the dashboard and sees their own KPIs live, whenever they want, without having to ask you.
Fewer "can you send me an overview" requests. More time for conversations that matter.
Your clients' users don't count as extra seats. They're included unlimited in your Advisory subscription, no additional charge.
Your firm
Manages all client administrations, sets up dashboards, gives advice.
User at client A
Logs in and sees MRR, Churn and ARR of their own administration.
User at client B
Same live access, fully isolated from client A.
All included
No extra cost per user. Not for you, not for the client.
In practice
What specifically changes for your firm?
Do the math
Advisory plan: €249/month for 5 clients = €49.80 per client. Offer subscription reporting for €75/month per client? Your revenue easily covers the costs, and you deliver strategic value you previously lacked.
Live in three steps
No months-long implementation. You go live as soon as Exact Online is connected.
Register your firm
Sign your firm up for an Advisory plan. Get instant access to the multi-administration dashboard.
Connect clients
Connect your clients' Exact Online administrations via a simple OAuth connection. Done in minutes.
Deliver reports
Deliver subscription KPI reports to your clients as an advisory product, value you can invoice.
One subscription for your entire firm, and your clients.
Unlimited users in both plans, for your team and your clients. You pay per administration, not per seat.
Advisory
For accounting and advisory firms
White-label White-label not included, upgrade to Advisory Premium to work under your own brand
- Data history: unlimited
- 5 clients included
- Unlimited office users
- Unlimited client users
- All dashboards and KPI overviews
- Multi-client management overview
- AI assistant (pay per use)
- Extra client: €25/month
Advisory Pro
AI across your entire client portfolio
White-label White-label not included, upgrade to Advisory Premium to work under your own brand
- Data history: unlimited
- 5 clients included
- Unlimited office users
- Unlimited client users
- All dashboards and KPI overviews
- Multi-client management overview
- AI assistant (pay per use)
- Extra client: €25/month
- Office-MCP
Advisory Premium
Resell to your clients under your own brand
White-label included
Your brand & logo, clients never see RecurBoard
- Data history: unlimited
- 5 clients included
- Unlimited office users
- Unlimited client users
- All dashboards and KPI overviews
- Multi-client management overview
- AI assistant (pay per use)
- Extra client: €25/month
- Office-MCP
AI assistant: pay per use
Available in all Advisory plans. Choose a €10, €25 or €50 bundle and only pay for what you use.
45 days free · No credit card
Frequently asked questions
Are client users really unlimited?
Yes. Both your office team and your clients' end users don't count as separate seats. You pay per administration, not per user.
What is the difference between Advisory and Advisory Premium?
Functionally they are identical. Advisory Premium adds white-label: your clients see your brand and logo instead of RecurBoard.
What is the difference with the entrepreneur plans?
Advisory plans are bundled for multiple client administrations and include unlimited users on both sides. Cheaper than each client having their own subscription.
What does white-label mean exactly?
With white-label the application appears under your firm name and logo. Your clients never see RecurBoard.
What does an extra administration cost?
Each extra administration above the 5 included costs €25/month. This applies to both Advisory and Advisory Premium.
Does RecurBoard also work for clients that do not sell SaaS?
Yes. RecurBoard works for any business that invoices subscriptions through Exact Online Subscription Management, gyms, HVAC companies, cleaning companies, you name it.
How does the AI assistant work?
The AI assistant (Ask AI) is available in all Advisory plans. You choose a €10, €25 or €50 bundle and pay per use from it.
Can I resell RecurBoard as an advisory product to my clients?
Absolutely. Many firms offer subscription reporting as a monthly service. The cost per client is low; the value you deliver is high.
Make subscription advice your strongest service.
Schedule a demo. We show how RecurBoard fits into your advisory practice, including the white-label options.