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Business Advisors, vCFOs and Accountants

Business advisory platform

Client reviews made easy, business development opportunities in seconds

Access anywhere

Jazoodle is a highly secure cloud based application, meaning, access from anywhere, and no fiddly set up or installation of software. Available on your laptop or tablet, highly mobile and ready wherever you or your clients are.

Client setup in seconds

Jazoodle has developed a proprietary import engine, which means that there is no fiddly setup of your clients. Your client’s dashboard, valuation and forecast is ready in just a few seconds! All within your single, master advisor profile

Bring recommendations to life

Build client future client strategic scenarios quickly. Your clients will love the simplicity and versatility of Jazoodle, letting them instantly see the effect of your recommendations. Live modelling of future business valuation and exit strategies

Improve your advisory funnels

Register for your free Jazoodle master demo and show your clients how Jazoodle’s business performance, forecasting and valuation tools help you stand out from the crowd, and the power you have for their business at your fingertips. Your advice will be brought to life, therefore improving your sales funnels

Economic and powerful solution

Jazoodle is deliberately priced not to burden either you or your clients. We’ve brought the power of forecasting and valuation systems so that it is amenable to businesses of all sizes, from micro retail, to large manufacturing businesses. Jazoodle gives you and your clients huge amounts of value for little annual cost per client

Instant business valuation

As an advisor or consultant, when subscribing your client to our application, you are able to print out, on your own letterheads, a detailed business valuation for your client, and one that complies with APES 225 guidelines. We do not charge extra for these valuations when subscribing to our ultimate plan.

Create multiple future client scenarios in seconds

Accountant, advisor and consultant FAQs

For our advisory partners, Jazoodle will work with you in integrating our solution into your business. Integration options include:

  • individual and group training
  • pilot client identification, setup and tracking
  • best practice discovery
  • client training

Yes, with Jazoodle, you can sign up for our always free demo or if you want to assess Jazoodle using your own business data, when you connect your Xero system, we give you 14 days free trial. We don't ask you for your credit card details either until your trial ends, or you decide to subscribe before the 14 days are completed.

Yes, we can provide training for our advisory partners. We believe that Jazoodle can be integrated into your practice very easily, but if you require training to really maximise your use of Jazoodle and therefore your client offerings, we can arrange either 1x1 or group training.

If you are resident in Australia, yes, we charge GST at the prevailing rate. We will issue you with a tax invoice once your subscription is confirmed

What do I need to do to set up my business on Jazoodle?

Company setup: Jazoodle is highly secure and built upon the latest API standards. You will need access to the appropriate cloud accounting system - authentication is done via your normal login. We get the organisation details from your authenticated organisation in their cloud accounting system, such as company name. All we ask you to add is approximate number of employees, which industry they are in, and which year's data did you want to bring into Jazoodle and analyse

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For all Xero Connected Businesses

For all Xero Connected Businesses

Powered by Jazoodle

Powered By Jazoodle

Download A Free Business Health, Valuation and Forecasting Guide For Your Clients

We’ve produced a handy little guide that will give you the lowdown on the 28 essential KPIs, business valuation methods, and forecasting available within our platform

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Speak with one of our advisor integration specialists

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