Features
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 client intelligence. Instant financial clarity.
Your accountants aren’t slow - your systems and clients’ data are fragmented.
Client Portfolio Overview
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
Deadlines don’t wait.
Financial Insights Across Every Client
Senior staff shouldn’t be data retrieval tools.
Ask Gloria enables every level of your firm.
Client Meeting Preparation
Preparation in seconds, not hours.
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.
- 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
- Everything in Growth plan
- Advanced multi-tenant analytics
- Portfolio-wide reporting
- VAT & compliance tracking
- Priority onboarding support
- Dedicated customer success
- API access (if relevant)
