Cardinal, the platform
Client portal
One login. Every moving part.
Progress on your work, reports, invoices and support in one account, beside the automation, reporting and compliance work we run for you.
How you get it. Free to open.
Price
Free to open
What is included
- One login for everything we build and run for you
- Automation: your scheduled jobs, with every run logged
- Knowledge base: answers from your own documents, with the clause they come from
- Reporting: your figures, with their history kept
- Compliance: your record, with every legal deadline counted down
- AI Act included: an AI register and an AI literacy record, on the same record
- Projects, documents, invoices and support in the same place
How it works
Step 01
You get an account, free
Sign up with your name, work email, company and a password. A sign-up from the free compliance check opens its record once the email address is confirmed. Any other new account waits until we approve it.
Step 02
Everything we do together lands in one place
Projects with real milestones, support tickets with a response time on them, invoices, reports and the documents we hold for you. We record the work here, where you can read it.
Step 03
Your team gets in without asking us
Invite whoever should see it. Roles decide what each person can open: a bookkeeper can see invoices, and an operations lead can see the work.
Step 04
It keeps its own history
Every status change, ticket reply and published report stays on the record with its date. Later, you can look up who said what, and when.
Questions
- What does it cost?
- Nothing, for clients and for anyone who opens an account.
- What can we use before we buy anything?
- The compliance record. Keep the result of the free compliance check and your account opens on a record of the rules that apply to you, with each deadline counted down. Projects, reports and invoices appear once we work together.
- Who can see our data?
- Your people, according to their role, and FourWinds. The database itself controls who can see what, so a link shared outside your business opens nothing.
Book a 20-minute call
Tell us how the work is done today. We tell you what to change first.
Book a 20-minute call