White‑Label Faculty — Reporting
Turn financial analysis into polished, client-ready reports under your firm's identity.
Every Report Looks Like It Came From Your Firm.
Present clear performance, risks and next actions without rebuilding the same pack every month.
Q3 advisory report
Revenue
£118.4k
Gross margin
39.6%
Actions
4
Performance summary
+12.8%REPORT READY
clients.yourfirm.co.uk
Consistent reporting makes advisory work easier to understand, easier to deliver and easier to value.
Your logo, colours and contact details appear throughout every client-facing report.
Structured packs turn analysis into a professional meeting document in minutes.
Plain-English commentary explains what changed, why it matters and what comes next.
Revenue, profit, margin, cash and expense movements in one coherent pack.
Add your interpretation, recommendations and agreed actions before delivery.
Balanced charts and KPI panels make complex figures easier to discuss.
Build monthly, quarterly, annual and comparative client reports.
Share finished reports through the branded portal or export them for meetings.
Standardise report quality across clients, advisers and offices.
Surface material movements and draft concise observations for adviser review.
Choose the analysis, KPIs and recommendations that suit each engagement.
Compare current results with earlier periods and agreed targets.
Publish each report only to the intended client workspace.
Choose the licence that fits your client book. Every tier is fully branded — your tier sets client capacity, adviser seats and included add-ons.
£99 /month
Enquire to activate
Entry-level branding for advisers testing white-label delivery.
£149 /month
or £1,490 per year
For solo bookkeepers and small practices going branded.
£399 /month
or £3,990 per year
For growing advisory firms managing a real client book.
£899 /month
or £8,990 per year
For multi-office firms and CFO practices at scale.
Client caps shown here are indicative. Your live cap and adviser seats follow the licence active on your account.
Extend your platform as your practice grows. Add-ons unlock automatically at the tier shown.
Cashflow and scenario forecasting under your firm's brand.
Included from WL Professional
Business valuation models and advisory-ready valuation reports.
Included from WL Enterprise
Extended KPI library with benchmarks and traffic-light scoring.
Included from WL Professional
Document requests, messaging and per-client permissions.
Included from WL Professional
Your logo, colours and cover pages across every exported report.
Included from WL Basic
Ready-made review packs for monthly, quarterly and year-end work.
Included from WL Professional
Separate branded tenants for each office, region or sub-brand.
Included from WL Enterprise
Named support contact with accelerated response times.
Included from WL Professional
On a lower tier? Add-ons unlock the moment your licence is upgraded.
Compare WL tiers →Yes. Advisers can edit the narrative, recommendations and next steps before a report is shared.
Yes. Supported exports use your firm's identity, including logo, colours and cover details.
Yes. Published reports remain organised inside each client's separate branded workspace.
Eight modular faculties, one branded platform. Add the faculties your firm sells and leave the rest switched off.
Branded accounting delivery for advisory firms.
Explore →
One branded command centre for every client.
Explore →
Cashflow and scenario planning.
Explore →
Valuation models and reports.
Explore →
Benchmarked KPI tracking.
Explore →
Your domain, your client login.
Explore →
Sector-specific advisory tools.
Explore →
Professional financial reporting, ready to deliver under your brand.