Auroranexis adds a client operations layer next to your practice and accounting software. Track open issues, risks, and agreed response times per client, see which clients need attention on a portfolio dashboard, and share structured status updates and reports through the client portal.

Spot quiet or frustrated clients earlier, standardize how the firm communicates progress, and give partners a portfolio view without asking every manager for an update.

Accounting firms, bookkeeping practices, payroll bureaus, and outsourced finance teams that manage a large book of recurring clients.

• •Portfolio dashboard across the whole client book
• •Role-based access for partners, managers, and staff
• •Audit-friendly history of client issues and updates
• •Client portal for status and report sharing
• •AI copilot for portfolio questions on entitled plans

• •Client status scattered across practice software, email, and spreadsheets
• •No early warning when a long-standing client becomes dissatisfied
• •Client updates depend on individual managers and vary in quality
• •Partners lack a portfolio view without manual roll-ups

• •Keep every client's open issues and history in one record
• •Define response commitments per client tier
• •Generate client and partner reports from live data
• •Share status through a client portal instead of long email threads

• •Earlier intervention with at-risk clients
• •Less time spent preparing client updates
• •More consistent service across the team
• •Clear ownership of open client issues

• •Client-level health indicators from operational signals
• •Issue and risk registers tied to each client
• •Response and resolution commitments per client tier
• •Scheduled client reports with PDF export
• •Client portal for transparent status sharing
• •Automation workflows for operational follow-up

• Consulting
• Customer health score
• Client portal
• Automated client reporting