Corevia
Industry · Accounting and CFO firms

Numbers your
clients actually read.

Give every client a live dashboard from Xero or Zoho, chase documents and invoices automatically, and win new advisory clients with booked meetings.

Live dashboards for clients, and the chasing done for you.

app.corevia.agency / Halden Group / InsightLive
  • Client: FenwickDashboard liveToday
  • Documents14 received3 chased
  • Overdue invoices2 paidThis week
  • Advisory meetingBookedThu
The problem

Why this matters.

Month end chasing

Receipts and documents chased by email, again.

Reports nobody reads

PDFs that sit unopened.

Compliance work, low margin

Hard to move clients up to advisory.

How it works

Three steps.
Run for you.

01

Connect

Xero, Zoho Books and QuickBooks connected per client.

02

Dashboard

A live CEO Dashboard for every client.

03

Chase

Documents and invoices chased until done.

What we build firstCEO DashboardInvoice chasingClient portal
What you get

Everything included.

Built on Corevia Core, controlled in Corevia Command, reported every Monday.

  • Client dashboards
  • Document chasing
  • Invoice chasing
  • Advisory meetings booked
  • Month end checklists
  • Monday report
Questions

Good to know.

Where do we start?

Client dashboards, which also open the door to advisory work.

Do we need new software?

No. We build on the CRM, inbox, books and tools you already use.

Runs on the same foundation

Add the next engine.

Foundation

Corevia Core

The AI layer your growth runs on.

See how it works

Grow

Corevia Acquire

Qualified meetings, booked into your calendar.

See how it works

Grow

Corevia Pipeline

Every lead answered, followed up and booked.

See how it works

Grow

Corevia Content

Founder-led content and ads, every week.

See how it works

More business in.
More profit kept.

Qualified meetings in your calendar, billed only when they happen. And the systems to keep the margin on every client you win.