For Bookkeepers, Accountants and CFOs

Financial Reports Your Clients Will Actually Read

Beautiful design, powerful AI analysis, easy to use.

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Your Competitive Advantage

We Make All Your Hard Work Shine!

Everything you need to create insightful, professional, and branded financial reports — faster than ever.  From automation to scalability, GloraFi saves you hours, and wows your clients.

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

White-Labeled & Scalable

Built for bookkeepers and CFOs regardless of the number of clients you serve. Scale your advisory services with no extra effort.

Insights That Translate

Our powerful AI-powered algorithms transform QuickBooks data into polished, client-ready reports. No more messy exports or endless formatting.

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About GloraFi

Who We Are

At GloraFi, we’re reimagining what financial reporting can be. No more clunky spreadsheets or QuickBooks exports your clients ignore. With GloraFi, you’re not just sending reports you’re delivering real 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.

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Powerful Features Built for Modern Accountants

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.

Double check your work

We automatically scour your customer's data looking for errors and inconsistencies you might need to fix.

Easy to use monthly budgeting

Create monthly budgets in GloraFi and our algorithms will automatically create actual vs. budget reports.

Fine tune all AI-generated analysis

With GloraFi, you're always in the driver's seat. You can modify any and all of the generated analyses to perfectly reflect your thoughts.

Insights adjusted for each client

Set each client's financial comprehension level, and our AI models will craft tailored insights and analysis.

Comprehensive reporting solution

Our reports include an executive summary, KPIs, budget analysis, P&L reports, accounts receivable and payable aging summaries, and more.

Pricing Plan

Choose your pricing plan

Essential

Every 4 Weeks

$40

Per connected client.

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Per client

Branded financial reports

Powerful AI-driven insights

Standard templates & layouts

Email support

Only pay for the clients you have connected to the system.

If during this 4 week cycle you've had 4 clients simultaneously connected, you'll be billed $160.

Supercharged

Every 13 Weeks

$104

Per connected client.

Learn More

Per client

Branded financial reports

Powerful AI-driven insights

Standard templates & layouts

Email support

Only pay for the clients you have connected to the system.

If during this 13 week cycle you've had 7 clients simultaneously connected, you'll be billed $728.

Reporting that wows

Built by an accountant. Designed for joy.

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.

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Crafted by an Accountant.

Made for Everyone.

What is GloraFi?

GloraFi is a reporting platform built for bookkeepers, accountants, and fractional CFOs who care about both data and design. It turns QuickBooks data into branded, insight-driven reports your clients actually understand.

How secure is it?

GloraFi is built on a robust and secure tech stack that is actively maintained by a world class engineering staff. All data is stored in a secure and encrypted database. We take data security very seriously and are constantly improving our internal procedures and protocols.

How does pricing work?

GloraFi uses a straightforward model — you pay $40 per client connected. No complex tiers or hidden fees.

Who is GloraFi for?

GloraFi is designed for modern bookkeeping firms, accountants, and advisors who want to elevate their client experience. Whether you manage 1 or 100 clients, GloraFi makes it easy to deliver polished, professional reports every month.

Pricing Plan

Frequently asked questions

Got questions? We’ve got answers. Here’s everything you need to know about how GloraFi helps you simplify reporting and elevate your client experience.

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