For bookkeepers and fractional CFOs
Sign the client, bill the client, advise the client
Proposals they sign and pay in one sitting. Invoicing that handles a cleanup and a monthly retainer on the same bill. Live dashboards synced from QuickBooks and Jobber. All of it under your own domain, from your own email address.
No credit card required · 30 days free
Everything between winning a client and advising one
Most firms run a proposal tool, a billing tool, a portal, and a spreadsheet. Metriaq is all four, and they know about each other.
Win and bill the work
Proposals clients sign and pay on the spot, then invoicing that bends to how you actually charge — cleanup, monthly, milestones, or all three on one bill.
- Proposals & e-sign
- One-time + monthly
- Online payments
A portal under your name
Your clients click once, stay signed in for 90 days, and find their reports, the charges you need explained, and every document you have asked for — at portal.yourfirm.com, in email from your address.
- Your own domain & From address
- Uncategorized transactions
- Document requests & storage
Advise like a CFO
Live dashboards, what-if scenarios, and one-click client presentations built on numbers synced straight from QuickBooks and Jobber.
- Live dashboards
- Scenarios & forecasts
- Presentations
Proposals
Send a proposal, get back a signed client with a payment method on file
No PDF, no chasing a signature, no separate invoice a week later. One link does the whole thing.
Sign and pay in one sitting
Let the client build their own engagement
Give them a choice of plans and a few add-ons. The totals recompute as they click, they type their name to sign, and the deposit or first month is charged right there. You get a countersigned copy and a saved payment method for everything that comes later.
- Plan choices and add-ons the client picks — the price follows
- E-signature with a signing certificate, executed copy to both parties
- Bank transfer or card, with the option to pass card fees along
- Line items map to your QuickBooks products and services
Choose your plan
Add-ons
Countersigned copy emailed to both parties · bank transfer or card
Invoicing
Bill the way you actually sold it
Real engagements are messy — a cleanup and a retainer, a deposit and three milestones, a monthly that starts when the project ships. The invoicing bends to that instead of making you split it into four documents.
Mixed billing
A cleanup and a monthly retainer on the same bill
Charge the catch-up work once, start the recurring work on the first of next month, and send it as one document. The client signs once, pays once, and the subscription starts itself — you don't send a second invoice or ask for the card again.
- One-time, monthly, or one-time + monthly in a single bill
- Bundle several services into one monthly charge, itemized for the client
- Recurring can run open-ended or for a fixed number of months
- Due on receipt, Net 15, Net 30, or a date you pick
Charged today
$2,250
Every month after
$2,600
One document, one signature, one saved payment method
Staged invoicing
Deposits and milestones, charged when the work is actually done
Split a project across as many stages as it takes. Each one fires at signing, on a date, or when you click — and for the click ones you choose whether it emails a payment request, gives notice before charging the card on file, or charges immediately.
- Fixed amounts or a percentage of the project total
- Triggers: at signing, on a date, or manually when a phase completes
- Monthly support that begins when you say the build is finished
- One line per deal shows what is paid, invoiced, and still ahead
Triggered at signing, on a date, or when you say the phase is done
Into your own account
Connect your Stripe account and client payments settle straight to your bank. You get the real Stripe dashboard, and the client relationship stays yours.
They pay on the spot
Bank transfer or card, taken right on the proposal or invoice. No "remit to" instructions, no separate payment link to chase.
Steer the expensive ones
Offer bank transfer for the big invoices and card for the small ones — and pass the card fee on as its own visible line if you want to.
One method, every milestone
The method they use at signing is saved. Later stages bill against it — a payment request, a notice before charging, or straight through.
White label
Your clients never find out we exist
You spent years building the relationship. The software shouldn't put its name in the middle of it.
Your domain, your From line
A portal at portal.yourfirm.com, email from you@yourfirm.com
Point a subdomain at Metriaq and your clients sign in on your own address, wearing your logo. Connect your sending domain and every report, request, and reminder arrives from your firm — replies come back to your inbox, not ours.
- Every firm starts on yourfirm.metriaq.com — connect your own domain when you want it
- Your logo and firm name across the portal, proposals, and emails
- Email sends from your address on your verified domain
- Clients who bookmark the portal land on your front door, not our marketing site
Brightline Advisory
Client portal
From Dana Reyes <dana@brightlineadvisory.com>
Subject Your August financials are ready
Your domain. Your logo. Your From address. Metriaq appears nowhere.
Your own portal
portal.yourfirm.com, verified by DNS in a few minutes. Every client link you send lives on your domain.
Your own email
Connect your sending key and your From address. Clients see your name in the inbox and reply to you.
No passwords to support
Clients open reports and requests from a magic link in their email. No account setup, no password resets landing on you.
See it in action
Toggle a hire or a new building and watch the revenue you need — and your cash — react in real time.
Rolling Required Revenue
Revenue you'd need to hold a 15% net-profit target. Each scenario is a cost, so it raises the bar.
Required by EOY 2026
$3,202,000
Projected by EOY 2026
$3,300,000
Cushion above target
+$98,000
Scenario Cash Impact
Running cash position with every scenario's cost applied.
Starting cash
$748,000
Lowest point
$748,000
Jun
Ending cash
$1,222,000
Scenario cash drain
−$48,000
Reporting & advisory
Everything your clients need to see — in one place
Live dashboards, forecasts, and presentations, built on their real numbers.
At a glance
The four numbers that matter — every month vs last year
Revenue, gross profit, net profit, and cash, each month compared to the same month a year ago. The headline read on the business before you drill into anything.
- 13-month year-over-year on every headline metric
- Refreshed nightly from QuickBooks
- The first thing every client wants to know
What-if scenarios
Model any move in a few clicks
Hire someone, buy a building, give raises, cut costs — start from a building block, set the numbers, and it flows straight into the forecast and cash views.
- Prebuilt blocks for common decisions
- Breakeven, runway, and affordability
- Save and compare scenarios side by side
Add to scenario
Hire someone
New employee or contractor
Buy a building
Real estate, financed
Buy equipment
Vehicle, tool, or gear
Raise / bonus
Compensation changes
Marketing spend
Ad budget to win clients
Revenue change
Expected up or down
Client presentations
Walk clients through their numbers like a CFO
One-click slide decks — the Critical Four, forecast, health, cash — with your talking points attached. Present live or share a secure, expiring link. No deck-building the night before.
- Prebuilt packages (quarterly review, board deck)
- Speaker notes and meeting agendas
- Share or export to PDF
The four numbers that matter
Revenue
$1.42M
+14% YoY
Gross profit
$612k
+18% YoY
Net profit
$214k
+22% YoY
Cash
$1.18M
+24% YoY
Talking points
- Revenue +14% YoY
- Net profit +22%
- Margin holding near 43%
The client portal
One link, and everything you need from them is in one place
Your client clicks once from their email and stays signed in for 90 days. No password to forget, no account to set up, no support ticket landing on you.
Their front door
Reports, questions and documents behind a single click
The portal is the one address you give a client. The latest reports are there, the charges you need explained are there, and so is everything you have asked them to send — each with a count, so they can see what still needs them.
- One click from their email, signed in for 90 days
- The latest reports, always current — no re-sending last month's PDF
- Outstanding questions and document requests shown with counts
- On your domain, wearing your logo
Northwind Field Services
Signed in as marcus@northwindfs.com
Uncategorized transactions
Stop emailing a spreadsheet and hoping it comes back
The usual approach is an Excel sheet of mystery charges that the client opens, ignores, and returns three weeks later half-filled. Instead they get a link. Each charge asks a plain-English question, they answer it in a sentence, attach the receipt, and you code it correctly the same day.
- One link for everything uncategorized this month
- Clients explain it in plain English — no accounting vocabulary
- Receipts attach to the exact transaction they belong to
- You see answers as they arrive instead of waiting for a file back
Document requests & storage
Ask once for the bank statements, then stop chasing
Set up the folders you need from every client — bank statements, credit cards, payroll, receipts — each with a line telling them exactly what belongs there. They drag files straight into the portal, and you can see at a glance what has landed and what is still missing.
- Seeded folders on day one, so setting up a new client is a click
- Show or hide each folder per client — only ask for what applies
- Plain-English hints so you get the right document the first time
- Everything filed against the client, not buried in your inbox
Clients drag files straight in · receipts can attach to the exact transaction
Built for how you serve clients
Whether you close the books or sit in the strategy seat, the whole engagement runs in one place.
For bookkeepers
Get paid properly for cleanups, then close faster every month
- Quote a catch-up cleanup and a monthly retainer on one proposal
- Charge the cleanup up front and start the monthly automatically
- Send one magic link for every uncategorized transaction
- Collect bank statements and receipts without chasing email
- GL drill-down, bank rules, and anomaly flags for a clean close
- AR/AP aging, bill pay approvals, and reconciliation tracking
- Monthly reports that go out from your address, on schedule
For fractional CFOs
Price the engagement, then advise in real time
- Tiered proposals — let the client pick the level of engagement
- Stage a project across deposits and milestones you control
- Revenue and gross-profit pacing against the goals you set
- What-if scenarios, breakeven, and cash-runway planning
- One-click client presentations with your talking points
- A portal on your own domain that looks like your firm built it
And a lot more where that came from
The parts of the job nobody puts on a landing page, all in the same place as everything else.
Simple, per-client pricing
Only pay for clients you actively serve — prospects and demos are always free. Drag to see your price.
10 active clients · ~$10/client
$50 base — first 5 clients included
+$10 per additional active client
- Unlimited prospects & demo clients (free)
- Proposals, e-sign, invoicing & payments to your own Stripe
- QuickBooks + Jobber sync included
- Dashboards, forecasts, scenarios & presentations
- White-label portal on your own domain
- Document requests & client file storage
- Unlimited team members
30 days free · no credit card · cancel anytime
Questions bookkeepers actually ask
The things worth knowing before you put a client relationship through someone else's software.
Do my clients need a password?
No. They click the link in the email you send and they are in — signed in for 90 days on that device, so the next report or request they open just works. There is no account to create, and no password reset landing on your desk.
Will my clients know I am using Metriaq?
No. The portal runs on your own domain — portal.yourfirm.com once you connect one, or yourfirm.metriaq.com before that — wearing your logo and your firm name. Connect your sending domain and every report, request and reminder arrives from your address, with replies going to your inbox.
Where do client payments go?
Into your own Stripe account. You connect it once through Stripe’s own onboarding, and client payments settle straight to your bank. You get the real Stripe dashboard and own the merchant relationship.
What does it connect to?
QuickBooks Online for the books, and Jobber if your client uses it. Both refresh automatically overnight, so dashboards and reports are current without anyone exporting anything.
Does it change anything in my QuickBooks?
Not unless you ask it to. Everything behind the reporting is read-only. The tools that can create accounts or reclassify transactions run as a dry run by default, and real writes are blocked outright unless that specific client has been explicitly allowlisted.
What counts toward my bill?
Only the clients you are actively serving. Demo companies and prospects never count, and a client you archive stops counting once their paid-through date passes. Your team never counts — the price is per active client, not per user, so bring everyone.
What happens when the trial ends?
You get 30 days without entering a card, which is long enough to connect QuickBooks, onboard a client and get through a month-end close. Nothing is charged automatically at the end of it, because there is nothing on file — you choose a plan when you are ready.
Can I cancel?
Yes. Cancelling schedules the end of your current billing period rather than cutting you off — you keep full access until that date, and you can resume any time before it takes effect.
Run the whole engagement under your own name
Set up your firm, send your first proposal, and add your first client in minutes.
Start your 30-day free trialNo credit card required.