All your clients. All their spend. One powerful portal.
Extend the power of Moss to all your clients—so they stay in control of spend, and you stay ahead on delivery.
G2
4.7
One portal for every client
Manage, switch between, and support all your clients from a single login—no shared access or account toggling needed.
All-in-one spend management
Moss helps clients control spending across cards, invoices, reimbursements, and approvals—with comprehensive visibility and policy control.
Less admin. More client impact
Free up hours of manual work. Spend less time processing receipts and more time delivering insights that move clients forward.
Trusted by finance teams at Europe's leading companies
"We are constantly looking for tools that help our clients work more efficiently while maintaining high data quality throughout the entire financial flow. Moss provides us with the right solutions to truly take the burden off our clients in this area."
Ronald Groot, Team Lead Implementation Team, RS Finance
Simple multi-client management
Refer new clients, manage advisor access, and switch between client accounts—all from one powerful portal.
Support clients to manage all spend
Bring together cards, reimbursements, invoice approvals, and AP—so your clients stay in control, and you get complete, accurate data straight into Xero, Datev, Exact or NetSuite.
Close faster, with fewer gaps
Real-time receipt collection, automated transaction coding, and complete audit trails, Moss helps your firm close books faster—with fewer client follow-ups.
Spend less time chasing, more time advising
Reduces manual work so your team can focus on what matters—guiding clients, spotting opportunities, and building real relationships.
FAQ
Who is the Advisor Portal for?
Accounting and tax advisors with clients already using Moss—or planning to.
Can I manage multiple clients from one login?
Yes, the Advisor Portal is designed for multi-client access with permission-based switching.
Does Moss provide partner support?
Yes—our Partnerships team supports onboarding and provides resources to help you succeed.
How do referrals work?
Use the built-in form to submit referrals. We handle onboarding, you stay in the loop.
G2
4.7
Ready to simplify how you support clients?
