Mentio helps bookkeepers grow their business by helping their clients succeed.
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clients to act on your advice.
Mentio enables you to provide more value to your clients.
Automatic Client Monitor
Mentio helps your clients manage their cash flow, including collecting on accounts receivable and managing payables.
Deepen the relationship you have with clients as they proactively engage with their advisor about issues as they arise.
Mentio is free to advisors. Accountants and bookkeepers are added to the account and no cost and have complete visibility into the account.
Tactical and Strategic
Mentio helps with tactical actions to manage cash flow. Advisors help with the strategic planning required to take the business to the next level.
Help your clients implement your advice. Give them the tools to manage cash flow including collecting on accounts receivable and managing the timing of payables.
Mentio integrates directly with cloud accounting software, and requires no setup by the advisor. Current integrations include Xero and Quickbooks Online.