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Solutions · For advisors & firms

The ESG platform for advisors.

Live client conversations on a shared screen, your own emission factors, a phase board across all engagements and service-package billing — all under your brand, in your CI. Built from what we’ve learned with advisors and ESG experts. So you run engagements faster, expand your offering and impress clients with strong software.

Book a 45-min demo → See the platform
Frameworks & standards
17+
Advisors & firms
ESG boutiques, advisors, tax firms and law firms running today.green as the infrastructure behind their engagements.
240+
Engagements in the system
From solo advisor to top-50 law firm — every engagement on the same standard, with your own methodology.
< 1 week
To confident use
today.green is intuitive enough that new hires run engagements end to end — from setup through methodology to the finished report.

Advisory work that scales. Instead of starting every engagement from scratch.

Every client wants different outputs: CCF, LCA, CSRD, VSME or VSME-light, decarbonization roadmap, etc. — at a fixed price. Running engagements on Excel templates burns billable hours and erodes client satisfaction. today.green gives you dedicated infrastructure where client work, methodology and billing live in one tool — so you focus on advising, not tooling.

  • Methodology drifts per client
    What employee A treats as the Scope 2 approach for client 1, employee B does differently for client 2. Comparability ends at the latest at year-end.
  • Junior ramp-up eats your margin
    New hires need three months until their first owned CSRD footprint. Until then a senior is sitting next to them — hour by hour.
  • Excel templates age
    Emission factors from 2023, VSME version 0.3, DEFRA without an update — and the audit process exposes every weakness. Rework and manual database upkeep land on your bill.
  • No platform in front of the client
    You ship reports as PDFs. The client wants a tool where they maintain their own data and export reports. Otherwise they’ll switch to a SaaS solution sooner or later.

Everything advisors need every day. One platform.

Nine modules, one consistent data model — built from working with advisors and ESG experts. Client management, methodology templates, white-label portal, carbon engine, review workflow, reporting, live workshop mode, phase board and service-package billing. Infrastructure behind your brand, not competition for it.

Every engagement, every standard. One workspace.

Each engagement gets its own workspace with clear access rights. Your team sees only the engagements they work on — as partner you see everything, including throughput, bottlenecks and capacity.

  • Roles for partner, manager, employee and client
  • Workload view: who works which engagement, in which state
  • Time tracking per engagement — for post-calc and margin control
Partner dashboard included. Capacity, throughput and open questions per engagement — at a glance, not in the Monday meeting.
Clients · 32 active
All Mine Review
Neuber Maschinenbau
CSRD · phase 3 · 78 %
MK
JV
Review
Halvorsen Nordic AB
VSME · phase 4 · 92 %
MK
SW
Approved
Kasselmann Logistik
CSRD · phase 2 · 54 %
SW
Capture
Bertram Verpackung
VSME-light · phase 1 · 36 %
SW
Setup

Your methodology as a reusable template.

Define once how your firm calculates Scope 1, Scope 2 and the key Scope 3 categories — including your own emission factors, consolidation perimeter and materiality thresholds. Every new engagement starts from that template and inherits your methodology automatically.

  • Methodology templates for CSRD, VSME, GRI and GHG Protocol
  • Versioned: when you update methodology, all engagements roll forward
  • Export as a methodology handbook — audit-ready for external auditors
Define methodology once, apply it 240 times. Every new engagement starts from your template — no more Excel files that age and drift.
Methodology · firm standard
v2.4
CSRD · VSME · GRI · GHGP
Scope 1 · fleet (DEFRA 2024)
CSRDVSMEGRI
Scope 2 · market-based (AIB 2024)
CSRDVSME
Scope 3.1 · spend-based (EXIOBASE)
CSRDVSME
Materiality threshold 5 %
CSRD
Update v2.3 → v2.4 · DEFRA 2024 diesel factor refreshed
Update propagated to 240 engagements

White-label portal for your clients.

Your client signs in on a subdomain with your logo — not at today.green. They capture energy, fleet and procurement data, upload invoices, see their footprint in your corporate identity. The platform stays invisible; you stay the brand.

  • Custom subdomain (esg.your-firm.com), logo, colors and favicon
  • Reminders and reports from your sender address — not noreply@today.green
  • PDF exports with your own signature in the footer
Your brand, not ours. Clients see your logo, your domain, your sender address — today.green stays the infrastructure in the background.
🔒esg.nordmark-consulting.de
Dashboard Data Report
Welcome, Iberica Foods.
CSRD cycle 2025 · Q3
62 % of data captured
Powered by Nordmark Consulting · privacy · imprint
The client sees Nordmark — not today.green

Client data from every system.

Clients you already serve in their bookkeeping don’t need to enter ESG data twice. Power, gas, fleet and procurement accounts are mapped once and flow into the footprint each quarter — without the client uploading a single file.

  • Standard charts of accounts SKR03 / SKR04 pre-mapped
  • Connect any bookkeeping or ERP system — CSV fallback always available
  • Traceable down to the single posting — for year-end auditors
Bookkeeping as the ESG data source. Map accounts once, then the CO₂ footprint runs out of bookkeeping each quarter — no extra effort for the client.
CSV BookkeepingSKR04 accounts
API ERP systemQuarterly sync
XLS Energy ExcelClient upload
PDF Receipts & invoicesOCR + Todd
Client data base · Neuber
Scope 1 · fleet62,4 t
Scope 2 · electricity138,0 t
Scope 3.1 · purchasing2.840 t
Scope 3.4 · logistics412 t
One-time mapping. Quarterly sync automatic. Audit trail down to the single posting.

Four-eyes review with audit log.

Every footprint runs your review workflow: employee creates, manager checks, partner approves. Changes, comments and approvals are logged tamper-evident — as a base for your own QA and for the auditor’s questions.

  • Anomaly detection: Todd flags outliers before review
  • Comment threads at cell level, traceable for auditors
  • Tamper-evident audit log for every correction and approval
Audit quality without extra effort. Every approval is logged — auditors get a verifiable history instead of email samples.
✓
Employee
M. Klein · 14:08
!
Manager
open · 2 h
·
Partner
pending
Anomaly · electricity Q3 +182 % Resolve before manager approval — Kasselmann Logistik
Audit log · last 3 entries
14:21 J. Voss commented: "Check value, Q3 atypical."
14:08 M. Klein submitted footprint for manager review
12:54 Todd flagged anomaly · electricity +182 %

Report in your CI. At the press of a button.

A finished CSRD or VSME report in your firm’s corporate design — with cover, management summary, methodology annex and your partner signature. In parallel: client raw data as Excel for re-calc and audit.

  • CSRD, VSME and GRI reports in your CI template
  • Cover, methodology annex and partner signature automated
  • Excel and CSV raw data for your own checks
Reports in your CI, in 10 minutes instead of 10 hours. Define the report layout once — every engagement gets the report in your brand, with your signature.
CSRD · 2025
Sustainability report
Neuber
Maschinenbau
GmbH
5 sites · DACH
ESRS E1–S4 · G1
Dr. M. Weber
Partner · Nordmark
42 pages
ESEF · XHTML
In your CI · with your signature

Live in the client meeting. Real work, not after-work.

During kickoff, annual review or check-in you work on a shared screen straight in the client profile — capture data, discuss measures, adjust service packages. Everything is documented live. The hours of follow-up disappear.

  • Four modes: kickoff · annual review · check-in · service packages
  • Side-by-side profile editor — the client sees what you type
  • Zero follow-up — everything stays audit-evident in the profile
The meeting produces the result. No stack of notes. Live documentation cuts post-meeting work by up to 80 % per client conversation.
Client-meeting mode Activate mode
Kickoff
Set up the profile live and frame the first cycle — together on a shared screen.
Annual review
Refresh data, discuss measures — documented straight in the profile.
Check-in conversation
Progress in the running cycle, clear open points, agree on next steps together.
Update service packages
Adjust the agreed building blocks for the new cycle or carry them over from the last one.

Every engagement, every phase. One board.

Instead of an Excel list or scattered Trello boards: one Kanban across all engagements, organized by the phases of your methodology. You see at a glance where each client stands — and which employee picks up in which phase.

  • Four columns — setup, capture, review, approval (or your own phases)
  • Per card: client, open tasks, progress
  • Jump straight into the client profile or task list
Status at a glance. Without the Monday meeting. Partners see employee capacity and phase bottlenecks — without status calls and follow-ups.
Phase 1 · setup
Schmidt & Co.
Altmann GmbH
Bertram Verpackung
Phase 2 · capture
Nordmark Logistik
Vectris SE
Phase 3 · review
Halvorsen Nordic
Kasselmann Logistik
Mira Biotech
Phase 4 · approval
Neuber Maschinenbau
Reinhardt & Söhne
Iberica Foods

Service packages, quantities, prices — per client.

Which client gets which building blocks: CCF, LCA, climate strategy, roadmap. You configure service packages per client — with quantity and price. So you know at any moment what’s billable and where there’s room for upsell.

  • Drag & drop service packages from your catalog
  • Quantity × price = client revenue YTD in the profile
  • No double-keeping in CRM, ERP or Excel
Advisory as a business. With numbers, not gut feel. Aggregated revenue view across every engagement — straight in the partner dashboard, no Excel tracker on the side.
Service packages · Neuber Maschinenbau
Cycle 2025
Package Qty Price
Corporate Carbon Footprint (CCF) Plus 1 19.500 €
Life Cycle Assessment (LCA) 3 22.580 €
Climate strategy & roadmap 1 10.000 €
CSRD gap analysis 1 8.400 €
Client revenue YTD 60.480 €

No feature gating. No upcharge for white-label.

From an open round with 14 advisors and firm partners: the three most annoying things in ESG SaaS are hidden white-label tiers, per-client surcharges and methodology watered down by stock templates. We do all three differently.

Client management

  • Unlimited engagements & workspaces
  • Roles: partner, manager, employee
  • Capacity & throughput per engagement
  • Time tracking per engagement
  • Client onboarding flow

Methodology & templates

  • CSRD, VSME, GRI templates
  • Your own methodology, versioned
  • Materiality thresholds per client
  • 60,000+ emission factors
  • Export as methodology handbook (PDF)

White-label & branding

  • Custom subdomain (esg.firm.com)
  • Logo, colors, favicon
  • Email from your sender address
  • Report layout in your CI
  • Imprint & privacy policy your own

AI & automation

  • Todd: factor matching
  • Document scan (PDF, XLS, photo)
  • Anomaly detection before review
  • Draft text for CSRD & VSME
  • Automatic client reminders

Reporting & export

  • CSRD report (ESRS E1–S4, G1)
  • VSME report (basic + comprehensive)
  • Partner signature & cover
  • Excel raw data for your own checks
  • API to any ERP and bookkeeping system

Security & administration

  • SSO & SAML
  • Strict tenant separation
  • GDPR-compliant data processing
  • Hosting in Frankfurt (DE)
  • No cross-customer training

Missing a tool or feature?

Feature wishlist

Tell us what’s missing,
and we’ll build it for you.

Describe your wish-list feature
✓ Thanks! We got your wish and will be in touch.

We regularly build what our customers ask for. What would make your ESG day-to-day easier?

Predictable. No surprises. No fine print.

Partner license as a flat rate — no per-client surcharge, no white-label add-on. Onboarding workshop for your team included.

Partner license
Price on request.

Unlimited engagements. Revenue-share model (€0 fixed, 25 % per client) on request.

  • Unlimited engagements & users
  • White-label portal & custom subdomain included
  • Methodology templates & review workflow
  • Up to 70 % less time per engagement — from capture to report
  • New advisory services without new tools
Custom quote →

Ready to get started? Book a demo with one of our experts.

We'll show you exactly how today.green can support your company across your ESG case.

Maxine Murphy
Maxine Murphy
Co-Founder
Matilda Voss
Matilda Voss
Sales Development

Free first consultation

0€ / 45 minutes
  • Platform walkthrough for your use case
  • Where do I start with ESG management — and what's mandatory?
  • Which package fits — Platform or Platform + Service?
  • Which frameworks are relevant for my company?
  • How do I meet investor and customer requirements?
  • How does today.green specifically support my use case?
Book first consultation →

Knowledge. Insights. Guides.

Latest articles on ESG, CSRD, SFDR and decarbonization.
Regulation
The 2025 Omnibus update: simplification, strategy, and what's next
EFRAG proposes halving the ESRS data points; the Taxonomy and CBAM get clarifications. What the EU is simplifying — and what stays mandatory.
22.04.20269 minRead more →
SME
The VSME standard: why it counts as the most pragmatic ESG framework
A voluntary, lightweight standard for SMEs — and the most likely consensus when banks and large customers ask for ESG data.
16.04.20267 minRead more →
Reporting
EFRAG has published the final ESRS guidelines
What the guidelines on materiality assessment and value chain made clear — and which gaps remain open.
17.03.20267 minRead more →

The ESG platform that never stands still.

Feature News

Our roadmap — new features, improvements, and what's about to go live.

Discover new features →
v2.14.0 NEW

Our changelog

Every change, every update, every improvement — transparently documented for you.

View the changelog →
November 2025