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Everything about your business in seconds.

“What if our team could just ask a system — like they ask me — and get the answer instantly?”

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Understands financial data across every client

Ask Gloria retrieves revenue, gross margin, AR ageing, cashflow trends and P&L summaries across all connected Xero and QuickBooks tenants — instantly and securely.

Finance

You

Generate a P&L comparison for GreenTech Ltd vs last quarter.

Gloria

Revenue ↑ 12%
Expenses ↓ 4%
Net profit ↑ £18,900
Gross margin improved by 3%.

You

Who has the highest outstanding balance across my clients?

Gloria

ABC Manufacturing – £124,500
Horizon Retail – £98,220
GreenTech Ltd – £64,800
21% of receivables are over 60 days.

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Multi-tenant visibility without switching accounts

Stop logging in and out of multiple client accounting platforms. Ask Gloria centralises your firm’s authorised financial data into one secure interface — with strict permission-based access controls

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Built for audit, compliance and reporting

Instantly retrieve trial balances, VAT deadlines, management accounts and financial summaries without exporting spreadsheets or searching through folders.

Ask Gloria is strictly read-only - your client ledgers remain untouched.

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Seamlessly connects to your accounting stack

Integrate your business information and make everything accessible in seconds.

View Accounting Integrations
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Firm-Level Access Control

Ensure partners, managers and junior accountants only see the clients and financial data they are authorised to access.

Ask Gloria uses strict role-based access control (RBAC) aligned to your existing permissions - across every connected Xero and QuickBooks tenant.

Read-only access. No financial data is modified.

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Instant Insights

Reports & Insights

You

Which clients have declining cash reserves?

Gloria

3 clients show decreasing cash reserves over the last 2 quarters:
Horizon Retail (↓ 14%)
Apex Logistics (↓ 9%)
Stonebridge Ltd (↓ 7%)

Would you like a detailed breakdown?

How Ask Gloria helps

Centralised client intelligence. Instant financial clarity.

Your accountants aren’t slow - your systems and clients’ data are fragmented.

Client Portfolio Overview

You

Show me outstanding invoices across all clients.

Gloria

Total Outstanding Across Portfolio: £842,315
Average Days Outstanding: 34 days

Top 3 Clients by AR:
ABC Manufacturing – £124,500
Horizon Retail – £98,220
GreenTech Ltd – £64,800

21% of receivables are over 60 days.
Would you like an ageing breakdown?

Too many logins. Not enough visibility.

Accounting firms managing multiple clients waste valuable time switching between accounting platforms and exporting reports. Ask Gloria eliminates multi-tenant switching.

Audit & Compliance

You

Pull the latest trial balance for Apex Logistics.

Gloria

Trial Balance retrieved (Updated 2 days ago).
Revenue: £2.1m
Net Profit: £312k

Would you like this exported as a PDF?

You

Which clients have VAT returns due this month?

Gloria

5 clients have VAT filings due within 14 days.
2 are missing supporting documentation.

Deadlines don’t wait.

Missed filings, slow document retrieval and manual reporting increase compliance risk.Ask Gloria retrieves financial data instantly - securely and read-only.

Financial Insights Across Every Client

You

Compare cashflow trends across my top 10 clients.

Gloria

7 clients show stable or improving cashflow.
3 show declining reserves over the last 2 quarters.
Highest risk exposure:
Horizon Retail (↓ 14% cash reserves)
Apex Logistics (AR increasing 22%)

Would you like detailed analysis per client?

Senior staff shouldn’t be data retrieval tools.

When junior staff need answers, they shouldn’t rely on partners to extract financial insights.

Ask Gloria enables every level of your firm.

Client Meeting Preparation

You

Give me a financial summary for GreenTech Ltd.

Gloria

Revenue (YTD): £1.48m
Gross Margin: 38%
Net Profit: £214,600
Outstanding Invoices: £64,800
Cashflow Trend: ↑ 12% vs last quarterKey Insight:
Gross margin has improved 4% over the last two quarters.

Would you like a meeting-ready summary exported?

Preparation in seconds, not hours.

Client queries shouldn’t require logging into multiple systems and exporting reports.Ask Gloria prepares your firm instantly.
Ask Gloria gives accounting firms back their billable hours — turning fragmented client systems into one secure, read-only financial workspace.
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Pricing

Pricing for Accounting Firms

Flexible plans designed for accounting practices managing multiple clients across Xero and QuickBooks.

Start a 7-day full-access trial or book a personalised demo with our team.

Growth

Best for small accounting teams

Start your 7-day free trial
Book a demo
£28.88
/mo
  • Connect Xero & QuickBooks tenants
  • Multi-client dashboard
  • Financial summaries & reporting
  • Read-only secure access
  • Role-based permissions
  • Email support

Pro

Best for mid-sized accounting firms managing multiple client portfolios

Start 7-Day Free Trial
Book a demo
£88.88
/mo
  • Everything in Growth plan
  • Advanced multi-tenant analytics
  • Portfolio-wide reporting
  • VAT & compliance tracking
  • Priority onboarding support
  • Dedicated customer success
  • API access (if relevant)