Automated Advisory Report
Turn QuickBooks data into polished, client-ready reports with one click. No more messy exports or endless formatting.
Custom Branding
Add your logo, colors, and style so every report feels on-brand and professional. Impress clients while saving hours.
Insights That Translate
GloraFi doesn’t just show numbers — it explains them. Visuals and summaries help clients actually understand their financial
White-Labeled & Scalable
Built for bookkeepers and CFOs to serve 1 or 100 clients. Scale your advisory services without extra effort.
Reimagining Reporting
Who We Are
At GloraFi, we’re reimagining what financial reporting can do — beyond how it looks.
No more clunky spreadsheets or QuickBooks exports your clients ignore. With GloraFi, you’re not just sending reports — you’re delivering insights that simplify complex data, reflect your brand and drive meaningful advisory conversations.
Built for modern bookkeepers and virtual CFOs, GloraFi transforms raw financial data into stunning, easy-to-understand reports — fully branded with your logo, colors, and style. Every chart, summary, and KPI is designed to speak your clients’ language and showcase your expertise — without adding hours to your workload.
From customizable layouts to AI-powered insights, GloraFi gives you the tools to deliver beautiful, high-impact reports — without the design work or late nights. Now you can offer elevated advisory services and a branded client experience that feels polished, consistent, and professional.
This isn’t just reporting. It’s reporting reimagined
Built by an accountant. Designed for all.
I created GloraFi to solve a problem I faced every month — delivering reports that were accurate but hard for clients to understand. I wanted a solution that was fast, beautifully designed, and easy to use — without spending hours formatting. GloraFi helps firms like yours deliver CFO-level insights efficiently and confidently.
What You Get with GloraFi
Designed to simplify your workflow — and impress your clients.
AI-powered insights from QuickBooks
Auto-generated explanations that turn complex data into clear takeaways your clients actually understand.
Smart summaries clients actually read
No more ignoring the reports — our plain-language summaries make your clients feel informed (and impressed).
Visual Charts
Clean, modern charts that are beautiful, branded, and built to make your clients get it at a glance.
Scheduled or Instant Exports
Send polished reports in one click or set them to go out like clockwork.
Branded reports in your colors
Your logo. Your colors. Your style. GloraFi makes your firm look as professional as the work you do.
Saves hours each month
Say goodbye to manual formatting. Automate your reporting and spend more time advising, less time assembling.
Struggling to Manage Your Business Finances?
Simplify accounting with our automated SaaS platform. Track expenses, generate invoices, and get real-time financial insights — all in one place.
What GloraFi users are saying
Alexa Young, CA
"As a startup founder, I needed a simple yet powerful tool to manage expenses. This SaaS platform is user-friendly, affordable, and has saved me countless hours of manual work."
Morgan James, NY
"I’ve tried other accounting tools, but this one is by far the most intuitive. The templates and reporting features give me everything I need to stay on top of my finances."
Lisa Driver, MI
"This platform simplified my bookkeeping. I can now focus more on growing my business instead of managing spreadsheets."
Get in Touch With Us
We’re here to answer your questions and help you get the most out of our accounting platform.