Live sales coaching
In-call cues and seat-based coaching for teams that need feedback while the conversation is still alive.
3 seats
Manage in Portal
Catalog
All products by family
Filter the instrument. Every card is a real SKU path—no filler suites.
Sales + Training
Training that sticks to the job
Structured training modules for sales floors—built to run alongside Cue, not replace a CRM.
Accounting + Finance
Day-to-day books with AI assist
Core accounting workflows for operators who need accuracy without drowning in dashboards.
Scaled accounting operations
Enterprise controls and multi-entity depth on the same accounting DNA—evaluate with sales, not a self-serve guess.
Cleanup before the close
Find and fix messy books so the close isn’t a forensic dig every month.
Ledger review, licensed download
Inspect ledger signal with a licensed artifact—download from the portal when entitled.
CPA-ready packet assembly
Sources → draft workpapers → completeness accept/reject → preview/export. Does not file or pay.
Business Acquisition
Target radar for buyers
Structured acquisition intel so pipeline isn’t a pile of PDFs and rumor threads.
Succession patterns, early
Surface succession-ready opportunities with the same radar discipline as acquisition.
Lead rail for deal flow
Curated deal leads that feed the radars—early access, honest status chip.