Advisor Site, Consultations, Back Office

Consultation booking, your services, adviser profiles and client reviews — built for CPAs, brokers and planners.

AI-generated website, hosting and back office from $19/mo · mobile app from $29/mo · start free, no card

Everything a practice site needs — picked for you, built by AI

Book a Consultation
Online booking with providers and hours; each booking is confirmed by email.
Our Advisors
Roster of team members with name, photo, role, and short bio. Includes a Team page.
Testimonials Showcase
Customer quotes and reviews on your site.
Contact form
A contact form that drops messages in your inbox.
FAQ
Frequently asked questions in a categorised accordion, plus a dedicated FAQ page.
Featured Story
Editorial spotlight on a case study, customer story, founder profile, or company-history vignette.
Trust Badges
Certifications and guarantees shown as badges on your site.
Services
Individual services with prices customers can book one at a time.
Social Media
Show your social profiles: Instagram, Facebook, X, YouTube and custom links (up to 8).

How an advisory runs on it

  1. 1A client reads what you advise on, and who it is for.Your site
  2. 2They read the advisor's background and where it was earned.Your site
  3. 3They check the credentials against what they were told.Your site
  4. 4They book a consultation at a time you left open.Your site
  5. 5It is on record with the question they came with, before the first call.Back office
  6. 6The FAQ answers what comes before a first meeting, so the call starts further along.Your site

What it does not do: It is a website and a diary. It holds no accounts, no client money, and it claims no regulated compliance.

What sets it apart

Built together
The site your customers use and the back office you run it from come out of one build, and each tool comes with the admin screens to manage it.
A mobile app on Professional
From $29/mo: one iOS and Android app with an area for your customers, and one each for you and your staff, built from the same description.
Yours to keep
Real Next.js and PostgreSQL code. Export it to GitHub, or deploy it to your own AWS or Google Cloud account.
No cut of your business
One flat subscription — no per-booking fee, no revenue share. Payments go to your own Stripe account.

From idea to live site

Three steps. You only pay at the third. A small website — or an Android app — can be ready in as little as 15 minutes; larger builds take longer.

1
Say what you do
Booking, packages, gallery — whatever a practice needs, already ticked. Add anything else in your own words.
2
It gets built
The site, the pages and the back office are generated around what you picked. Change anything by asking, or by right-clicking it.
3From $19/mo
Publish it
Goes live on your own address, hosted for you — or deploy to your own AWS or Google Cloud.

The whole toolbox

Tools to sell, take bookings and show your work. The ones marked are picked for practices; add any of the others when you build, or later.

Sell online

Catalog
Sell products or a menu online — cart, checkout, and delivery.
CSA Memberships
Community Supported Agriculture subscriptions — recurring weekly produce shares.
Guarantee
Banner on your landing page promoting your purchase guarantee or warranty terms.
Invoicing
Send invoices and estimates; customers pay online by card.
Limited-Time Offers
Time-bound promo banner; the next active offer is shown automatically on the landing page.
Prints catalog
Fine-art prints catalog with size, paper, and frame choices for ready-to-order or bespoke.
Service Packages
List your services with prices and durations on the landing page, each with a Book button.
Services
Picked for practices
Individual services with prices customers can book one at a time.
Subscriptions
Recurring plans visitors can subscribe to from a pricing page.

Take appointments

Book a Consultation
Picked for practices
Online booking with providers and hours; each booking is confirmed by email.
Waitlist & Intake
Waitlists for full slots and customer intake forms.

Show your work & story

Blog
Long-form articles you write and publish.
Campaign Events
Public list of upcoming rallies, town halls, meet-and-greets, and volunteer events.
Careers
Post job openings and receive applications via a public /careers page with an inline apply form.
Case Results
Public archive of case outcomes — verdicts, settlements, dismissals — with required disclaimer.
Case Studies
Editorial "behind a project" write-ups — cover photo, pull quote, numbered walk-through.
Client Logos
A row of your customers' logos. Paste a customer's website and the logo is added for you.
Company Profile
About / Our Story section with WYSIWYG body editor and multi-image gallery.
Completed Projects
Admin-managed showcase of finished projects with cover photo, budget, duration, and quote.
Contact form
Picked for practices
A contact form that drops messages in your inbox.
Delivery Info
Show shipping speed, fees, service area, or check-in/out times on your landing page.
FAQ
Picked for practices
Frequently asked questions in a categorised accordion, plus a dedicated FAQ page.
Featured In
Press strip — publications, awards, or notable mentions where the business has been featured.
Featured Story
Picked for practices
Editorial spotlight on a case study, customer story, founder profile, or company-history vignette.
Fleet & Equipment
Publish trucks, trailers, chassis, tanks, containers, or specialty equipment with counts and specs.
Harvest Calendar
Operator-managed crop / product list with monthly availability bars. Visitors see 'in season now'.
Highlights
Landing-page feature blocks — image, kicker, headline, description, CTA per row (admin-managed).
Insurance Accepted
List of insurance carriers you accept, shown as logos or chips on your landing page.
Locations & Hours
Map, addresses, and business hours.
Newsletter
Capture email signups with a friendly footer or popup widget.
Our Advisors
Picked for practices
Roster of team members with name, photo, role, and short bio. Includes a Team page.
Portfolio
Visual gallery of past work with detail pages and filtering by tag, category, or year.
Resume / CV
Single-page career history (work experience, education, skills) with downloadable PDF.
Service Area / Coverage
Publish lanes, port terminals, coverage regions, or scheduled routes for carriers.
Social Media
Picked for practices
Show your social profiles: Instagram, Facebook, X, YouTube and custom links (up to 8).
Testimonials Showcase
Picked for practices
Customer quotes and reviews on your site.
Trust Badges
Picked for practices
Certifications and guarantees shown as badges on your site.
Where I Stand (Issue Platform)
Voter-facing list of policy positions with categories, and top-priority issues.

Pricing

One subscription covers the site, the hosting and the back office — no separate booking app, no per-booking cut, no revenue share. Try the whole thing before you pay.

Free
$0
Start building — no credit card required
Solo
$19/mo
/mo — web apps with instant hosted deployment
Professional
$29/mo
/mo — web + mobile apps, ready to ship
Team
$49/seat/mo
/seat/mo — Pro for teams, quotas scale with seats

Full plan comparison

Questions financial services & accounting owners ask

Can prospects book time with an adviser?
Yes. Consultation booking is pre-selected — a prospect picks a slot from your availability rather than leaving a voicemail during filing season.
Can I list services and the advisers behind them?
Yes. Services have their own section with what each one covers, and every adviser gets a profile — which for this business is usually what the decision turns on.
Is there a secure client portal for documents?
No. The contact form is an ordinary web form and should not be used for statements, returns or anything sensitive — keep document exchange in whatever secure system you use today. This builds the public practice site.
Can I publish credentials and reviews?
Yes — credentials have their own place, alongside client reviews and a featured story for the engagement worth writing up at length.
I am a solo CPA. Is this built for firms?
No. A single practitioner gets the same consultations, services and credentials as a firm — the advisers section simply has one entry.
What does it cost?
$19/month on the Solo plan covers the site, hosting on your own address, and the back office that runs it — or deployment to your own AWS or Google Cloud account if you prefer. You can build the whole thing and look at it before you pay anything.
Is there a mobile app?
Yes, on the Professional plan ($29/month). The description that builds your website also builds one iOS and Android app with up to three areas: one for your customers, and — behind a login — one for you and one for your staff. The Android build installs directly; publishing to Google Play or the App Store goes through your own developer accounts.
Do I own what it builds?
Yes, with one caveat. What it builds for you (your content, data, configuration, and the code generated from your inputs) is yours to keep, sell through, and take with you. The admin backoffice and common modules underneath are shared platform code that other customers use too; that stays ours, under a permanent licence to you. It is a real Next.js and PostgreSQL application, exportable to GitHub at any time, with no lock-in and no revenue share.
Do I need to know how to code?
No. You pick what your business needs, the AI builds it, and you change things by describing them or by right-clicking the part you want to adjust.
Can I change it later?
Yes — the AI agent edits an existing site, so adding a service or changing your hours does not mean starting over.

Advisor Site, Consultations, Back Office

Consultation booking, your services, adviser profiles and client reviews — built for CPAs, brokers and planners.

AI-generated website, hosting and back office from $19/mo · mobile app from $29/mo · start free, no card
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