Stop Exporting CSVs
WeCraft Partners is our dedicated agency collaboration framework. It allows you to invite your external business advisors (like your CPA, fractional CFO, or e-Commerce consultant) directly into your workspace.
By giving them direct, restricted access to your data, you eliminate the need to constantly export CSVs, take screenshots, or send sensitive data over unencrypted email channels.
How it works
When you invite a partner, they do not see your master dashboard. Instead, they get a dedicated Partner Dashboard specifically tailored to their persona.
- CPAs & Accountants automatically get routed to the Audit & Export Hub, where they can pull tax documentation, CRA/IRS forms, and depreciation logs.
- e-Commerce Consultants get routed to the Velocity & Margins dashboard, where they can analyze your sell-through rates and suggest improvements.
Your partners can leave Action Notes directly on your data, allowing for seamless communication right where the work happens.