The Client Analytics Dashboard for Accounting Firms & Fractional CFOs
Stop billing for data entry. Start billing for strategy. Launch a white-label financial intelligence platform that syncs QuickBooks, Shopify, and Amazon data into a single "Command Center" for your clients.
- Fully Branded
- SOC-2 Level Security Standards
- Live in 24 Hours
Trusted by 1,100+ E-Commerce Brands
Featured Testimonial
We’ve had a strong experience partnering with eComm Boardroom. Their team understands eCommerce operators and has been easy to work with, responsive, and practical in their approach. One of the most useful parts of the partnership has been their willingness to customize reporting around the KPIs I use most often across client dashboards. They also worked with me to develop inventory metrics for a client selling bundled products with shared SKUs, which made the client’s monthly demand planning and ordering process much more useful and actionable. I appreciate the partnership and would recommend eComm Boardroom to eCommerce businesses looking for clearer reporting, better visibility, and practical support.
Colleen
- CEO, Jolt Strategies
- The "Compliance Trap" is Closing.
Bookkeeping is being commoditized by AI. Tax margins are compressing.
Your e-commerce clients don't just need a P&L 15 days after month-end. They need real-time unit economics, cash flow visibility, and contribution margin analysis today.
The Hard Truth: If you don't provide these insights, they will find a "fractional CFO" who will.
The Good News: You don't need to hire more staff to offer this service. You just need better infrastructure.
Your Firm. Powered by Boardroom.
Your Firm. Powered by Boardroom.
We provide the engine – a sophisticated financial data aggregator. You wrap it in your firm’s brand.
They see:
[Your Firm Name]’s proprietary financial portal.
You get:
Automated data hygiene, real-time reporting, new SaaS revenue, and a natural upsell path to high-ticket advisory retainers.
We remain:
Totally invisible.
A New Revenue Stream—Built In
Turn your white-labeled dashboard into a profit center. With a simple flat cost of $50 per client, firms commonly resell access for $150–$300/month or include it in higher-value advisory retainers.
A Single Source of Truth for E-Commerce Finance
A Single Source of Truth for E-Commerce Finance
Stop chasing clients for CSV exports. Our engine pulls read-only data directly from the source, ensuring 100% accuracy for your advisory calls.
- All Integrations
- Accounting
- Sales Channels
- Ad Spend
- Social & Other
Move from "Expense" to "Investment"
Transform Your Firm
Transform Your Firm
Become a technology-enabled CFO with Boardroom as the backbone.
Easily Start Advisory Conversations
Easily Start Advisory Conversations
Unlock New Advisory Revenue With AI Insights
AI Insights analyzes your clients’ performance across revenue, ads, profit, and more to surface what matters most and what to do next.
Contribution Margin Analysis
Instantly see profitability per SKU and per channel.
Cash Flow & Inventory Forecasting
Help clients plan inventory buys based on sales velocity, not guesses.
Multi-Entity Management
Toggle between client accounts in a single click from your Admin Portal.
When firms combine Boardroom with their existing services, clients see measurable gains.
216%
Average monthly revenue growth for active Boardroom users in 2025.
79%
Average traffic growth across Boardroom users in 2025.
4.6
Average star rating on the Shopify App Store.
Additional Reviews
Brands that invest in an AI dashboard see great results
Great Technology, Better Service
Here is a novel idea: Boardroom is a software company that believes in person-to-person customer service.
We handle all customer service, help with onboarding, and offer priority support to our agency partners. 100% satisfaction, guaranteed. You focus on strategy and growth. We handle the software.
FAQs
Yes. We sync strictly with QuickBooks Online and major sales channels. We do not overwrite your books; we visualize the data.
It takes approximately 10 minutes to brand your portal and invite your first client. The data syncs historically within hours.
Learn more about onboarding packages here.
We provide white-glove support to you (the partner). You maintain the relationship with your client.
We make it easy to launch and position Boardroom as your solution.
You’ll get a complete white-label marketing kit that includes a branded landing page, ready-to-use FAQ content, and client onboarding guides—so you’re never starting from scratch. We also provide proven messaging frameworks and copy you can use for emails, proposals, and advisory packages to help you confidently introduce the platform to clients.
In short: we handle the heavy lifting behind the scenes, so you can roll this out under your brand with clarity, consistency, and speed.
Learn more about onboarding here.
Absolutely. You can fully brand the platform with your logo, colors, and domain—and control exactly what your clients see. Easily manage page access and toggle features on or off from your admin portal.
Simple, Firm-Friendly Pricing
Just $99 to activate. Then pay per active client. Charge what you want.
White Labeling
- $99 activation fee to set up your dashboard
- $50 per client account, billed monthly
- Custom subdomain
- Add your logo & colors
- Clients enjoy all Boardroom features
Looking for an accelerated launch?
Ready to launch your client dashboard?
Your clients want CFO-level insight. We give you the system to deliver it at scale.