Enhance Client Value with Intra-Firm Benchmarking

Introducing Coral: Benchmark, the innovative tool crafted for bookkeeping and accounting firms seeking to offer unparalleled value to their clients. For the first time, leverage your own firm's data to provide comprehensive benchmarking, enabling your clients to understand how they stack up against peers within your unique client ecosystem.

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Key Features

  • Intra-Firm Benchmarking: Unique capability to compare clients' performance directly against a curated dataset—your own client base.
  • Seamless Integration with Xero and QuickBooks: Easy setup and continuous synchronization ensure your benchmarks are always current and reflective of real-time data.
  • Customizable Benchmark Parameters: Tailor benchmarks to suit specific industry needs within your client portfolio, ensuring relevant and actionable insights.
  • Automated Data Mapping: Our smart mapping system reduces setup time, effortlessly aligning client data with benchmark categories for immediate comparison.

Bookkeepers, Elevate Your Role: Ditch Manual Logins for Automated Fetching

Delivering top-notch bookkeeping services means more than just managing the numbers—it's about offering valuable insights. Yet, comparing client performance against relevant benchmarks can be complex and cumbersome. That's where Coral: Benchmark steps in.

Coral: Benchmark simplifies the process, enabling you to effortlessly compare your clients against your firm’s broader client base, directly within your existing accounting platforms like Xero and QuickBooks. Set up is quick, comparisons are automatic, and insights are deep, allowing you to advise with precision and elevate your client conversations beyond the numbers. Say goodbye to cumbersome spreadsheets and manual analysis; with Coral: Benchmark, insightful comparisons are just a few clicks away.

Why choose Coral : Benchmark?

Exclusive Comparative Insights

Offer your clients the advantage of understanding their position within a specifically relevant group—the other clients you serve.

Build Stronger Client Relationships

Use tailored benchmarks to guide advisory discussions, fostering deeper engagement and trust.

Operational Efficiency

Automate the collection and analysis of benchmarking data, freeing up your team to focus on strategic advice rather than data processing.

Drive Business Growth

Help your clients identify growth opportunities and areas for improvement by providing them with a clear benchmarking picture.

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