If you're an accountant, you know that presenting financial data to clients can feel like juggling flaming swords—challenging, a tad dangerous, and requiring a lot of concentration. Between reconciling accounts, generating reports, and ensuring compliance, it’s easy to feel overwhelmed.

But what if there was a way to make your work not only easier but also more impactful for your clients?

That’s where Tugger comes in.

What is Tugger and how does it help accountants?

Tugger is a business intelligence tool that integrates seamlessly with accounting platforms like Xero and QuickBooks—but it doesn’t stop there. Tugger connects a wide range of data, from financial figures to CRM insights, into our very own Reporting Portal. By acting as a translator between your systems and data visualisation tools, it means your data—whatever its source—speaks the same language and delivers actionable insights.

Tugger’s Reporting Portal is a total game-changer for accountants who want to deliver more than just numbers. Built on Microsoft Power BI, it takes the hassle out of reporting by combining the platform’s robust capabilities with an intuitive, easy-to-use interface that anyone can use. The Reporting Portal transforms the way accountants deliver insights. Instead of PDFs or cumbersome spreadsheets, clients get interactive, easy-to-use reports that provide real-time visibility into their finances. This not only improves client satisfaction but also enhances efficiency—allowing accountants to focus on adding value rather than managing report distribution.

Here’s how the Tugger Reporting Portal can really help accountants:

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Enhanced client insights

Gone are the days of sending static PDFs filled with rows of numbers. With Tugger, you can provide your clients with interactive, branded reports that make financial data easier to understand. This not only helps your clients grasp their financial health but also strengthens your value as an advisor.

Customisable, branded reports

Tugger enables you to create fully customisable reports that reflect your brand, so it looks like you—the accountant—built them. These polished, professional visuals reinforce your role as an integral part of your clients' business success.

Effortless Report Sharing

Clients need easy access to their reports without jumping through hoops. Tugger’s Reporting Portal provides a simple, secure space where accountants can share reports with clients instantly. No complex setups, no extra software—just seamless access to the insights they need.

Data consolidation across client groups

Managing data for clients within a group can often be a nightmare. Tugger enables you to consolidate information from various entities into a single, unified view, making it simpler to analyse trends, compare performance, and provide tailored recommendations.

Automated reporting

Manual report generation is time-consuming and prone to errors. Tugger automates this process, providing ready-to-use templates that save you time while reducing the risk of mistakes. This means you can focus more on delivering strategic advice.

Effortless insights with AI-Powered Insights

Generate AI-powered smart narratives alongside your visualisations to provide clear, data-driven context for your clients. These automated insights help explain key trends and findings, saving you time by eliminating the need for manual typing.

Near real-time updates and accuracy

Stay informed with real-time data updates, ensuring your reports reflect the most current information available. Tugger’s seamless integration means you can trust that your clients’ data is always accurate and up-to-date.

Hassle-Free Report Sharing, No Power BI License Needed

One of the biggest hurdles for accountants using Power BI has been licensing. While Power BI is a powerful tool for creating reports, sharing them usually requires every recipient to have a Power license, which quickly adds up in cost. Tugger’s Reporting Portal removes this barrier, allowing accountants to share Power BI reports with unlimited users—without requiring them to have a Power BI license.

Secure and Scalable

Data security is critical, especially in accounting. Tugger’s Reporting Portal ensures that reports are shared securely, with the ability to control access at a granular level. Plus, unlike traditional Power BI setups, there’s no need to manage an Azure environment or deal with complex permissions—Tugger takes care of it all.

Cost-Effective and Scalable

Managing data for multiple clients can be costly and complex. With Tugger’s Reporting Portal, firms can share reports with as many clients as they need without expensive per-user costs. This makes it far more cost-effective than purchasing multiple Power BI licenses or setting up a dedicated reporting infrastructure.

But don’t just take our word for it though. Here’s what some of our users have to say…

"Before Tugger, we spent a lot of time manually exporting data from Xero into Excel and uploading it to SharePoint. The process was labour-intensive and prone to errors. Since integrating Tugger with Power BI, reporting has become seamless and efficient, saving us time and reducing mistakes."

— Sam King - Head of Xero and Xero Education at Thorne Widgery

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"We now have complete visibility. Tracking our revenue, gross profit margin, and overheads against our annual budget is effortless. This allows us to monitor our progress toward our targets with precision."

— Matthew Hughes - Chief Information Officer at UDL Group

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"It’s a simple set-up for getting your data and being able to report straight away. Even if you’ve got no Power BI knowledge."

— Damian Winstone - Commercial Business Partner at ARH Group Ltd

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For accountants looking to modernise their reporting and provide a seamless client experience, Tugger’s Reporting Portal is a game changer. Get in touch today to see it in action!