Client-facing Dashboard

Hurdlr's Virtual Bookkeeping platform allows you to launch your own virtual bookkeeping business or embedded accounting features within days, with QuickBooks like functionality, but without the costs. You also get the flexibility to customize and white-label to meet your specific business needs and build your own brand.

1. User experience

Once you've invited your clients to your virtual bookkeeping platform, they will be brought into your product. Hurdlr's screens can be embedded into that product or depending on your product needs, your team can develop their own screens pulling data from the Hurdlr API.

It's up to you which dashboards you'd like to make available to your client, and you can continuously add more as the use cases for your clients expand. Most importantly, your client will never know that Hurdlr is powering your system; they will only ever see your brand.

2. Embedding the Client Dashboard in your product

In the process of creating an account for your client, you will receive an access_token for your client, which can be used to display any of Hurdlr's screens in your own product. Oftentimes, bookkeeping firms like to give the business owner an easy to understand overview of their financials by displaying the Business Intelligence tiles as an entry point.

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Use cases

Some bookkeeping firms want their owners to be able to self serve, in which case Hurdlr recommends adding all of the below navigation options. Conversely, some bookkeeping firms have their algorithms and human bookkeepers perform all manual labor in which case Hurdlr recommends a read-only experience for the owner (e.g. only show the BI Tiles and Reports to the owner).

Your team can add any additional items into your product's navigation based on your desired experience, and then when the business clicks those navigation items, route them to the relevant embeddable dashboard (one line of Javascript each):

a) Home (BI Tiles)

b) Transactions or Expenses / Income

c) Invoices

d) Payroll

e) Reports

f) Accounting

g) Taxes

3. Customizing the UI to match your branding

Hurdlr's API team is here to help! Simply email [email protected] with the subject line "Custom Branded UI", and provide the following info:

a. Your brand's color palette, including hex codes
b. Screenshots of any existing UI designs that you have
c. Font packages used in your UI
d. Your logo, ideally as an SVG
e. Figma design files if available