Real-time visual reporting, driven by cloud-based financial insights!

Allowing you to bring together your great advice, with visual story-telling, finsit allows you to turn complex numbers into visual experiences to help you and your clients make informed, efficient financial decisions... whether you're an accountant, an FD, a CFO or just a fan of numbers

Finsit makes it easier to have insight-rich conversations with your team or your clients and provide proactive, actionable advice.

With the ever changing needs of small and medium sized businesses, can you really be sure that your clients or team understand how healthy a business is?

Can they make sense of a balance sheet or their profit and loss?

Do they really understand what makes their business successful, and can they track it?

Do your clients or team know what risks or opportunity their business might face in 3 months or 3 years?

If the answer to any of the above questions is “no,” finsit can help.

Brought to you by leading accounting technology provider, Wolters Kluwer, finsit is helping practices to translate bookkeeping data into easy-to-understand graphs and charts. With clean, simple visual reports that can be accessed on laptops, tablets, or mobile devices, finsit streamlines your reporting processes, helping your clients better understand their company's financial outlook.

Bringing together great accountancy advice and superior software, finsit is an enabler for higher-value advisory conversations for your clients. Finsit provides an opportunity for accountancy practices to shine, both to existing clients but also to prospects, by providing valuable insight.

With finsit, you can: • Add vital nonfinancial KPI information to measure against success factors with data that isn’t native to bookkeeping packages

• Pinpoint peaks and troughs in the business performance and review the source for with our intelligent drill down

• Look to the future of the business with smart 3 way forecasting, Help your clients spot opportunities and minimize risk

• Display the insight that matters to each of your clients and create custom reports with our in-depth report building tool

• Design your clients a full overview of their business by combing key data points and visuals into a PDF management report pack. Dynamic fields in reporting allow the values to be automatically updated every month, quarter or year meaning you only need to build one powerful report, for use all year round.

• Deliver these services yourself, or put your clients in the driving seat with client logins where they can interact with live reports

Finsit is increasing efficiency, productivity and longevity amongst a range of firms, from sole practitioners to large companies including BDO, EY, PwC and Grant Thornton.

Speak with us today to discuss how we can help your firm transition to higher value, data rich conversations, while exceeding expectations and creating better value for your clients.