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A full quarter, compiled in minutes

Quarterly Business ReviewStep back and see the whole quarter

At the close of each quarter this agent pulls together your collected revenue, clients gained and lost, average project size, your busiest months, and the direction things are heading. It is the board meeting for a one-person business, minus the spreadsheet weekend.

Try it free
Ideal for Solo operators
Q1 business review
Time comparison
Traditional way
4-6 hrs
Gathering three months of invoices, client notes, and projects into a report nobody enjoys building.
With Accordio
6-10 min
Ask for the review, read a compiled quarter with revenue, churn, and trends already worked out.
Average time saved
95%
From businesses of one who run a quarterly review without losing a weekend to it.
Why Accordio

Whole Quarter In One Place

Pulls revenue, clients, and projects from three months into a single report. No more stitching monthly numbers together.

Growth Trends

Shows whether revenue and project size are climbing or sliding versus last quarter. You see direction, not just totals.

Client Churn View

Counts who you won and who you lost over the quarter. The net number tells you whether the pipeline is healthy.

Average Project Size

Tracks how big your typical engagement is getting. A rising number is one of the clearest signs your work is worth more.

Busiest Months Mapped

Shows when the work actually piled up across the quarter. Plan capacity around your real seasonality.

Saveable Summary

Turns the review into a clean one-page document you can keep or hand to an accountant. The quarterly check-in becomes a habit, not a chore.

Get started

Rolls three months of activity into one viewSo you run the business on trends, not gut feel.

Import your files
Gmail, Google Drive, Slack
Quarter invoices
Client records
Project files
Monthly reports
New leads won
Lost accounts
Collected this quarter
Clients won
Clients lost
Average project size
Busiest months
Growth rate
Revenue by client
Quarter-over-quarter trend

Pulls revenue, clients, and projects from across the quarter.

Built from the records you put together over the quarter.

Every metric ties back to invoices and client records.

Works everywhere

One message.
Every action.

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