Goúri · for Financial Services
The operating system for
financial firms.
Clients and a CRM pipeline, quotes and recurring fees, granular access control, an activity log of every change, and the reports you answer to, on one real-time source of truth. Every module. Unlimited users. Built for firms that cannot afford a mistake.
- modules, every one included
- 20+
- functions, none sold separately
- 1,700+
- a month, flat, locked two years
- $200
- free to try, no card
- 2 months
01The problem
Clean books, without the month-end scramble.
A financial firm lives on accuracy and trust, and both erode in manual reconciliation, weak access controls, and an audit no one is ready for, while a per-seat CRM, an accounting package, and a billing tool never quite agree.
- 5-10 days
- To close the books each month, by hand
- 10-20%
- Of staff time lost to reconciliation and reporting
- Per seat
- How most advisory and accounting tools price
- 5+
- Disconnected systems behind one set of books
Goúri runs the whole firm on one core.
Not a CRM bolted to an accounting package and a spreadsheet. One system where clients, quotes, fees, expenses, and payments share the same records in real time, with granular access control and an activity log that records who changed what, and when.
02A connected ecosystem
One nervous system, client to clean ledger.
Your client desk, your pipeline and meetings, the invoices clients open, and your back office all read and write to one real-time core. Bill a fee or record a payment and the client ledger, the bank account, and the reports all update at once.
The connected surfaces
No fee lost between the quote and the invoice, and no access granted by accident. A fee, a payment, or a record change reaches the client ledger and the activity log the instant it happens.
Every surface reads and writes the same core. Select any node to see what it carries.
03Built for the engagement
Every fee and hour, one client record.
A quote becomes a recurring fee, advisory hours are billed as service items, travel goes on as an extra charge, and the invoice lands in the client's ledger with a public link to send. Each step is in the activity log, so the whole relationship is one continuous, auditable record.
The engagement
One client, one core, from the quote to the payment. Figures shown are an example.
- Monthly retainerrecurring
- $4,000
- Advisory hours18 h × $200
- $3,600
- Travelextra charge
- $420
Lands in the client ledger and the reports, no re-keying
04How Goúri runs the firm
The whole firm, on one system.
Not a feature list. A look at how Goúri's client records, quotes, recurring fees, access controls, and reports solve the specific, high-stakes problems financial firms face every day. Browse by area, open any one, and click a highlighted item to go deeper.
Clients & engage3
Bill & comply3
Run the firm2
Browse by area
Clients & Accounts
Every client and account, one profile.
See every quote, fee, document, and payment for a client in one place, with the ledgers and groups to manage the relationship and the balance.
Know every client
One profile: sales, payments, ledger, and documents
Filter clients by balance due or by no sale in 1, 3, 6, or 12 months, then open the ledger, full history, and payments, and email the statement in a click, so the commercial picture is always clear.
- Client groups for fee tiers, each with its own price list
- Client ledgers in three formats, by date range and location
Onboard and document
- Documents and notes stored against every client, with a private option
- Custom fields on client records for the details you track
- Import clients from a spreadsheet template
- Client profile
- Groups
- Ledgers
- Documents
Quotes & Proposals
Win the work, start it clean.
Build a fee proposal as a quote, send the link, and turn the yes into a proforma invoice or a sales order without re-keying a line.
From proposal to engagement
Quotes and proforma invoices that become the invoice
Build a quote with your services, rates, and terms, send it by email, SMS, or WhatsApp with a public link, convert it to a proforma invoice, and turn it into the sale when the client agrees, without re-entering a line.
- CRM quotes linked to the deal, with a valid-until date
- Copy a quotation to start the next one
Engage with discipline
- Terms and conditions printed on every quote
- Discounts and tax set per quote
- Quotes
- Proforma
- Price groups
- Quote links
Pipeline & Client Meetings
Prospects and reviews, without the back-and-forth.
Run new clients through a pipeline, schedule calls and review meetings on a shared calendar, and remind the advisor before each one.
Book the time
A CRM calendar by person, with month, week, day, and list views
Schedule a call, meeting, or visit for a lead or a deal, assign the advisor, set the time and a reminder from 5 minutes to a day ahead, and see every advisor's week at a glance.
- Activities marked planned, completed, or cancelled
- Overdue activities flagged on one filter
Grow the book
- Leads with source, priority, and next follow-up
- Deals with stage, value, and win probability
- Lead source, pipeline, and win and loss reports
- Pipeline
- Calendar
- Reminders
- CRM reports
Retainers & Recurring Fees
Recurring fees, on schedule.
Put retainers and recurring fees on a schedule as recurring invoices, so predictable income is invoiced without anyone chasing it.
Recurring by default
Retainers and recurring fees as recurring invoices
Bill a monthly retainer or an annual fee as an invoice that repeats every set number of days, months, or years, for a set number of times or with no end, on the day of the month you choose.
- Generated, last, and upcoming invoice for every fee
- Money paid in advance kept as the client's balance
Flexible terms
- Fee tiers applied through client groups
- Pay terms and credit limits per client
- Retainers
- Recurring invoices
- Advance balances
- Pay terms
Invoicing & Receivables
Invoice in a click, see who still owes you.
Turn a quote or a recurring fee into an invoice, send it with a public link, and record every payment against the bank account that received it.
Invoice without friction
Invoice from a quote, a recurring fee, or one-off work
Bill advisory hours as service items, add up to four extra charge lines for disbursements, and send a public invoice link, with sale and payment messages by email, SMS, or WhatsApp.
- A public invoice link and payment reminders
- Six invoice designs, with your logo and letterhead
Reconcile cleanly
Due, partial, and overdue invoices per client
Filter sales by payment status, record part payments to the right bank account, and email each client the ledger statement, so collections are a list and the account book matches the bank.
- Part payments by cash, card, cheque, or bank transfer
- Invoicing
- Invoice links
- Overdue
- Statements
Access Control & Audit
Exactly who sees what, and a record of everything.
Roles built from 332 permissions, cost prices and reports hidden by role, documents on every client, and an activity log, the controls a regulated firm runs on.
Control who sees what
332 permissions in 43 groups, set by role
Grant view, add, edit, and delete on each module, limit a role to the records it created, hide cost prices and the profit report, and restrict each user to their locations and chosen clients.
- Sign-in sessions you can see and end, per user
- Location-based access for every user
Audit by default
An activity log of who changed what, and when
Every added, edited, or deleted record is logged with the user, the time, and the network address, and sales show the values before and after the change, so the answer to an auditor is a filter, not a panic.
- Documents and notes for KYC and agreements
- A setting for how many days a transaction stays editable
- 332 permissions
- Activity log
- Documents
- Sessions
Accounts & Reporting
Real-time numbers, every day of the month.
Fees, expenses, and payroll flow into one profit report, and every payment lands in a bank or cash account, so the balance sheet and the reports your board wants are always current.
Your numbers, live
Profit and loss by client, service, location, or date
Fees, expenses, and payroll roll into gross and net profit, with tabs by customer, product or service, location, invoice, and date, so you know which clients and services actually make money.
- Balance sheet, trial balance, and cash flow
- Bank and cash accounts with transfers and deposits
Report and file
35 reports, plus tax reports for input, output, and expense
Run board, management, and tax reports in a click, filter by location and date, and export any list to CSV, Excel, PDF, or print, so reporting is a routine, not a project.
- Expense categories, receipts, and recurring expenses
- Staff claims approved before they are paid
- P&L by client
- Balance sheet
- Tax reports
- 35 reports
Team, Payroll & Commission
Track, pay, and reward the whole team.
Attendance, payroll, sales targets, and commission agents run in the same system that bills the work, so pay and performance are never a mystery.
Time and pay
Attendance, shifts, and activity codes
Advisors clock in against an activity code such as client work or business development, payroll pulls hours from approved attendance, and total payroll shows in the profit and loss report.
- Payroll groups, payslips, earnings, and deductions
- Sales targets with commission tiers per advisor
Reward the team
- Sales commission agents, paid on invoice value or on money received
- Sales Representative report: sales, commission, and expenses
- Leave, departments, and job titles in one system
- Attendance
- Payroll
- Commission
- Sales targets
05The pricing that changes everything
Two hundred dollars. Everything included.
Transparency is not a marketing tactic for us, it is the foundation of our model. Here is exactly what you get, and what it costs.
The offer
$200/ month
flat · price locked 2 years
An entire operating ecosystem for the price of a phone bill.
- 2-month free trial, no card
- No contract · cancel anytime
- Unlimited users + locations
- POS system included
- Live-connected e-commerce
- White-label iOS + Android apps
- Premium support, real techs
- 44 GB storage · overage at cost
In detail, for this business
- Monthly price
- $200 a month. Flat, with the price locked for two years. No asterisks.
- Users & seats
- Unlimited. Every advisor, accountant, and partner. No per-seat fee, the very thing most advisory and accounting software punishes growth with.
- Clients & locations
- Unlimited. Ten clients or ten thousand, one office or thirty, your price does not change.
- Modules
- All of them, twenty-plus modules and more than 1,700 functions. CRM, quotes, recurring fees, invoicing, access control, payment accounts, payroll, and reports.
- Contract
- None. Cancel any month you choose. We earn your business every 30 days.
- Data storage
- 44 GB included. Most firms never reach it. Overages are passed through at our cost, not yours.
- Free trial
- Two full months, completely free. No credit card to start.
- Support
- Priority one-on-one sessions with a trained Olympas engineer, for every customer, not just a premium tier.
A typical firm pays per seat for a CRM, again per seat for an accounting package, again for billing, and an audit tool on top. Add ten people and every bill goes up. Goúri replaces the stack for $200 flat, no matter how many people you hire.
06How Goúri compares
One flat bill, one client record.
What a financial firm typically pays for, against one platform that includes it all, for any number of people.
| Compared on | Goúri | Advisory + accounting suite | Bolt-on tools | Legacy ERP |
|---|---|---|---|---|
| Starting price | $200/mo flat, unlimited users | Per user, per month | A separate bill each | $100+/user/mo |
| What is included | CRM, quotes, billing, access control, reports | CRM or accounting, with add-ons | One job each | Per-module licensing |
| Per-seat fees | None | Yes, every seat | Usually | Yes |
| Access control and activity log | Built in, 332 permissions | Limited | Separate tool | Per module |
| Time to launch | Days | Weeks | Weeks | Months |
07Who it is built for
Built for firms that cannot afford a mistake.
Goúri is for wealth and advisory practices, accounting and bookkeeping firms, insurance brokerages, and fintech back offices tired of paying per seat for a CRM, then bolting on accounting and billing that never reconcile. You are our customer if:
- You run an advisory, accounting, or brokerage practice that bills clients and lives on accurate records.
- You need granular access control, so cost data and the profit report are seen only by the people who should.
- You need an activity log of every change, ready for a regulator or an auditor at any time.
- You lose days each month to manual reconciliation and reporting across disconnected systems.
- You bill retainers and recurring fees and want them invoiced on schedule, in the same system as the client.
- You are tired of per-seat pricing that raises the bill every time you hire.
08Other industries
Other industries, same platform.
The same core runs a restaurant, a distributor and a clinic. Each page shows what Goúri changes for that business, and the price is the same on every one.
Start
Start today. No risk, no card, no contract.
Every capability described here is available now. Use the whole platform for two full months, free. If Goúri does not earn its place in your firm, cancel anytime. We earn your business every 30 days, or we do not deserve it.
Olympas LLC · 111 Calvin St, Savoy, IL 61874