Demo
Everything about your business in seconds.
“What if our team could just ask a system — like they ask me — and get the answer instantly?”
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
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
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.
Seamlessly connects to your accounting stack
Integrate your business information and make everything accessible in seconds.
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.
Instant Insights
Reports & Insights
Centralised business intelligence. Instant answers across your dat
Your team isn’t slow - your systems and data are fragmented.
Business Portfolio Overview
Too many logins. Not enough visibility.
Businesses operating across multiple systems waste valuable time switching between platforms, exporting data, producing reports and searching for information. Ask Gloria removes this friction - giving you instant visibility across your data.
Document & Data Access
Deadlines don’t wait.
Ask Gloria gives you instant access to your SharePoint documents and business data so you can quickly find what you need, when you need it. Whether it’s locating an insurance document, retrieving a customer contract, pulling the latest cashflow forecast, or finding internal reports, everything is accessible in seconds from anywhere through a single, secure interface.
Sales & Pipeline Insights in One Place
Senior staff shouldn’t be data retrieval tools.
Ask Gloria gives your team instant access to pipeline performance, deal progress, and customer insights without relying on senior staff to pull reports or answer questions.
Prepare for Project Meetings in Seconds
Preparation in seconds, not hours.
Ask Gloria connects to your project management systems like Asana giving you instant visibility across tasks, progress, risks, and upcoming milestones.
Whether you’re reviewing project status, identifying blockers, or preparing key talking points, everything you need is available in seconds.
Run your firm with instant access to every client’s data
If you’re switching between Xero, QuickBooks and other tools to answer simple questions, it’s costing you time. Ask Gloria connects everything into one place delivering instant data, summaries and reports across every client.
Pro
Best for mid-sized accounting firms managing multiple client portfolios
- Live financial reporting
- Flexible performance tracking
- All your business data, one place
- Instant visual insights
- Multi-tenant access
- Access anywhere
- API access (if relevant)
