Clients and staff

The schedule reader is for clients and staff

Turn a year of Schedule A and B into a spreadsheet, and tie them to the statements.

Why the sign-in

Your portal account opens it

There is no separate password for this. The account we set up for you in the client portal — the same one you use for invoices, messages and downloads — is the one that opens this page.

  • Reads Schedule A and Schedule B straight from their PDFs, in your browser.
  • One row per counterparty, across every month you load.
  • Ties each month back to the ten-day statements read by the statement tool.

Sign in to the portal Back to the home page

No account yet?

We set them up by hand.

There is no sign-up form — our office creates portal accounts, which is deliberate. Call or email and we will have you in the same day.

Contact us