Lucro FinançasMonthly reporting for your clients, from the team you already have.
Your clients ask how last month went. LucroVista gives you a month-end your client feeds and reads — and the evidence to verify it — at a cost that fits the fee.
A 30-minute call, CFO to accountant.
What changes for the firm
Bank reconciled before you look
Every account ties to its statement, monthly — ledger, statement, difference zero or named.
Documents attached, gaps found
Every invoice, receipt and statement is linked to the entry it posted. Anything missing is flagged by payment Live, and LucroVista searches the company's email to find it before anyone has to ask. Live
Assumptions written down
Prepaid rent, an accrual, a receivable — each named, sized and dated.
Your chart, your codes
The client works in an operational chart; every account carries your statutory code.
The accountant's desk Live
Your own view of the client's books, built around evidence rather than performance: statements in your codes, documents filterable by account or missing NIF, exceptions produced rather than compiled, and one-click packages for the month, quarter or year.
What you'll be able to do
- Ask the client a question with the document attached — they answer with one tap.
- Propose a journal — a year-end adjustment, a provision — which the owner accepts and which posts with your name on it.
- Upload your statutory trial balance and see every difference against LucroVista's, explained or open.
Changing firms, with everything in one package
When a client moves to you, the handover is one package: opening balances at the last closed year, every document and journal since, monthly bank reconciliations, the assumptions and the open items. You start from books that match the bank, with every document attached.
What stays yours: the statutory books, filings, invoicing and the client relationship. Filing stays with you, and anything posted in your name is a journal you proposed and the owner accepted.
Have a client who could use it? List price is €249 a month per client company. Your client invites you to one of their seats. Get in touch and we'll talk about how to work together.
See how LucroVista would run your month.
Tell Andrew about your company. On a short call he walks you through LucroVista with a demo company, and you choose the setup that fits.