Portfolio dashboard
Every client business at a glance.
See all businesses under management in one place — client count, billing breakdown, and reconciliation status — without switching between accounts.
Rebased Firm
The command centre for accounting & bookkeeping professionals.
Manage a portfolio of client businesses from one dashboard — compliance, billing, reconciliation, and notifications — without switching between accounts. Built for accountants, bookkeepers, and BAS agents.
One place to manage many
If you manage more than one business, manage it from here.
Rebased Firm links you to every client business you look after and gives your team a single place to oversee the work — while client data access stays controlled by the permissions you already have.
Firm team
Give staff access to the firm, not every login.
Invite your team to the firm and grant Firm Access so they can work from the firm dashboard without needing a seat in each client business.
Consolidated billing
Pay client subscriptions from one account.
Optionally bring client subscriptions onto a single firm billing account, so you manage spend centrally instead of chasing invoices per client.
Portfolio messages
One inbox across every client.
Notifications from every business under management land in a single rail, with the same controls as the standard Messages panel.
Intelligence per client
Agents and Autopilot, for any client.
Switch the active business and use the full Intelligence panel — Chat and Autopilot — for whichever client you are working on.
Compliance overview
Track BAS and GST across the portfolio.
Keep an eye on BAS/GST status for every business under management, so nothing slips between clients at period end.
Pricing
Rebased Firm is free.
The firm portal, advisor seats, portfolio dashboard, consolidated billing, portfolio messages, and compliance overview cost nothing. You only ever pay standard Pro for the client businesses that need it — or let clients pay for themselves.
Free portal, free advisor seats
Advisors are never paid seats — unlimited across your Pro clients. The command centre itself has no subscription.
Only pay Pro for clients that need it
Run free clients at $0. Bring the ones that need live bank feeds and payroll onto Pro ($33 AUD/mo, GST inclusive) — paid by your firm or by the client.
Client usage stays with the client
Even when your firm pays the subscription, each client pays for their own AI token usage. You never wear a client’s excess token spend — there is no fallback to the firm’s card.
Your tokens work everywhere
Any AI tokens you buy as an advisor carry across the businesses you work in, so a single top-up covers your work right across the portfolio.
How it works
Up and running in four steps.
- 01
Enable firm access
Turn on Rebased Firm from your profile — no change to the standard signup flow.
- 02
Establish your firm
Create your firm, choose your region, and open the firm dashboard.
- 03
Build your portfolio
Add businesses you already advise, or onboard brand-new clients directly.
- 04
Work from one place
Oversee compliance, billing, and notifications across every client.
Request access to REBASED
Rebased is in closed beta. Request access and we'll onboard your business onto the agentic accounting workspace.