Add your clients - KPI Works NZ

Add a new client

Please use the form below to add a new client to your KPI Works dashboard. Otherwise, feel free to download our Excel template and send your client details to us by email instead.

Your email:

Your client’s legal business name:Find it on www.companies.govt.nz

Your client’s trading name:

Your client’s ANZSIC code:Use our simple tool to find out

Which region does this client mostly operate in?

What accounting package does this client use (or you use for them)?

Please let us know the name and version of this accounting package:

Do you want to work with all financial data for this client, or just the P&L?

Do you plan to onboard this client yourself, or, do you want KPI Works to send your client an invite to self-onboard and upload their data themselves?

To allow KPI Works to send the invite to the correct person within your client's business, please provide the relevant details below:

Client key contact’s first name:

Client key contact’s surname:

Client key contact’s email address:

Finally, once the onboarding is completed, KPI Works can send your client smart monthly reminders to upload their data for the previous month. Do you want to turn on this feature?

The data you provide above will be used strictly in line with our Privacy Policy.