FY25 advisory services apps

Apps designed to help start or take your advisory services further with deeper insights and powerful reporting capabilities.

1. 

   Accountant tools, Reporting and forecasting

   Syft

   4.81 out of 5 stars

    476

   Accountant tools, Reporting and forecasting

   Reports | Graphs | Forecasts | Consolidations | Budgets | Valuations | Financial Statements | Tax | Industry Benchmarks | AI Insights
2. 

   Accountant tools, Reporting and forecasting

   Fathom

   4.95 out of 5 stars

    614

   Accountant tools, Reporting and forecasting

   Reporting, forecasting, analysis, consolidation and benchmarking for advisors and businesses. Trusted by Xero partners for over 13 years.
3. 

   Accountant tools, Reporting and forecasting

   Spotlight Reporting

   4.86 out of 5 stars

    340

   Accountant tools, Reporting and forecasting

   Spotlight Reporting empowers accountants and business owners to craft impactful performance reports, dashboards, cash flow forecasts, consolidations & ESG reporting.
4. 

   Accountant tools

   Aider Advisory Intelligence Portal

   5 out of 5 stars

    11

   Accountant tools

   Automate your period close and scale advisory with Aider's AI-powered platform. Aider’s clever AI enables accountants to grow advisory with accurate, real-time data and AI-powered reports
5. 

   Accountant tools, Practice manager

   XBert

   5 out of 5 stars

    68

   Accountant tools, Practice manager

   5 x 2026 App Finalists. XBert is AI Work Intelligence for bookkeepers and accountants — the workflow platform built on live accounting data. 150+ built-in & prompted data quality checks arrive as assignable work, not another report. Workflow, capacity, analytics & XPM sync in one place. MCP Enabled.
6. 

   Accountant tools

   ChangeGPS

   4.76 out of 5 stars

    17

   Accountant tools

   Automated Client Advisory Reports that give you more love, more time and more profit.