Bookkeepers & Accountants
Thank you for your interest in a partnership with us!
We look forward to partnering with you on our world class accounting analytical add-ons! We provide an insights platform for your advisory services and the solution to the 10%-15% of your customers that need more than just reporting. We also provide an unlimited, scheduled, automated and white labelled reporting solution called Swift Reporting for those customers that need only their reports.
Do you need to differentiate your services and get more customers on your books? Our platform enables you to provide an insights based advisory service to your customers.
What services can you provide?
- Utilize our analytics to provide a detailed advisory service to your customers
- You can access all companies that are on your profile as well as any companies your customers have invited you to within one app
- Provide your customer access to their own company analytics via the app
- Provide your customer access to configure their own scheduled reports
- Subscribe to our Swift Reporting solution for a pure reporting solution without analytical apps. Just schedule the reports and/or provide your customer access to schedule their own reports
- Provide your customer with access to Aime our InsightsBot when you provide them access to the app
- Weekly or/and monthly updated stories with context and actions that you can monitor, update and execute with your customer
- Actionable Insights: Need to track and monitor all your customer actions and tasks then start using Wunderlist and access our free Wunderlist analytical app and stay on top of your customer deliverables
We provide app Add-ons for the following accounting products currently:
- Sage Business Cloud Accounting
- Sage Time Tracking
How The Partner Model Works
- Apply for a partnership Sign me up!
- We will activate your partnership account and you will receive access to our quick training library (training takes about 1 hour)
- When we have activated your account you can subscribe to your package and will automatically receive your partnership discount when you subscribe
- Once you have subscribed to all the companies you wish to analyse and/or report on you can configure and provide your team and customers with access
Our partner support team are here to assist you with any questions you may have.
Need Actionable Insights?
If you are providing financial advisory services to your customers and need a platform that will provide you with detailed analytics across your customers financial data then you are in the right place.
Additionally to the financial analytics we provide an integration to the Microsoft Wunderlist application which is a free app for managing actions, tasks, teams and collaborations around various actions. Combining these two analytical apps ensures you have all the information and insights to advise your customer on their business as well as ensure all agreed actions between your team and the customer's team are effected.
Please sign up and for the partnership and we will be in contact with you, or download our partnership brochure below
Improve Your Advisory Service
Improve Your Advisory Service:
Our service provides both analytical and reporting solutions which advisors in turn can deliver to their customers.
The majority of SME's are very happy to receive only their reports so we've ensured we deliver both the statutory as well as insights driven reports. Customers can receive scheduled or download their reports directly from the service. Thy can also directly export the data from the life application or action a on-demand report based on their current selections within the app
Our research shows that 10-15% of SME's want to analyse their financial data in detail, so we enable our advisors to provide their customers access to their life analytics via any internet connected device
We enable our advisor partners to do more with the same amount of people by dramatically cutting time pulling reports through provision of life analytics and provision of insights not only information, that can then be shared with the customer as a service
Our advisor partners are able to provide an insights based service to their customers and really consult them on how to drive their business forward working with various predictions, recommendations and scenario's.
We help our advisor partners deliver value based services to their customers
We have seen a major drive by accounting and bookkeeping practices to be more proactive and provide advisory services to their customers instead of just processing the data and providing their income statements, balance sheets, tax returns etc.
With our accounting solutions you can explore your customer's accounting data freely, understand the cause and effect of certain increases and decreases, review customer and supplier benchmarking and rankings over time, review and explore exceptions and trends as well as derive insights as to how your customer's finances are supporting their strategy execution… or not.
We have an automated reporting solution for those customers that only need their reports. You can export any data at any time!
Our reporting solution provides you with data export directly from the analytical applications.
ur unlimited scheduled reporting solution provides you with access to the following pre-built reports as scheduled and delivered in excel format to your email.
- Income statement
- Balance sheet and
- Trial balance
- Performance Report
- Management Report
We also provide a performance report which will give you a breakdown of your Sales, Sales total by item, Gross & Net profit margins, working capital and expenses.
The performance report is not just an export of graphs and data but breaks the numbers down into context for you so it will inform you about which customers contributed to your sales and which items they purchased and whether certain metrics increased or decreased between periods.
Our cashflow prediction model interprets the behavior of income and expenses payments based on historical data and utilizes supplier payment date and the latest bank feed data to increase or decrease the bank balance accordingly, providing you with a prediction of your cashflow for a three month period.
The model is based on Machine Learning technologies so will learn and update on every reload. We have built some additional views to help the user change expenses, receivables and payment behaviors.
The standard ways to access your customers accounting data is to either be invited to their accounting instance or host it yourself meaning you are paying the accounting vendor directly but providing a service and access to your customer by inviting them as users to the system.
Our solution works in exactly the same manner
You can either be invited by the customer to their analytics solution and provide your advisory, or you can provide your customer with access to their own analytics on their own company data as well as their scheduled reports, should you be hosting their service.
This means you can provide your customer with access to their analytics, provide training and support services, provide data literacy services, provide advisory services and provide reporting services to your customers.
Our stories are enables you to generate a contextual advisory discussion method for your customers, and present it like a presentation to your customer. You can create stories with views on the data and trends, add your context and recommendations to the stories and use the stories in the session with your customer.
Although stories are snapshots of the current performance it is dynamic so you can access the life data directly from the story for a detailed discussion and then jump back into your story and continue your discussion agenda with the customer. You can send your customer an PowerPoint or PDF export of the story before or after the session.
Our solution thus enables you to find insights, develop a story with context and recommendations and provides a dynamic way for you to engage and discuss your customer's performance.
Access your accounting data from any device! Our accounting solution has been prebuilt providing views on your data taking you from the most important dashboard views on financial performance, cash flow prediction, top expense growth/declines, customer & supplier analysis with receivable/payable buckets to more detailed views on trends, rankings, dynamic selections and drill down and across to freely explore all your accounting data.
Additionally to the detailed views we have created dynamic income statements, balance sheets and trial balances for your exploration.
You don't need another solution or tool to perform consolidations across your companies. When you have multiple companies, you will by default see all the views as consolidated views i.e. all the companies together, you can then select any group of companies or individual companies to analyse.
This provide a great service to those customers that have multiple companies and wish to see their consolidated sales, receivables, payables, profit etc. across a group of companies and individually.
As our solution is built from the transactional level up and provides both aggregated and consolidated view of the data it is a great audit tool. You can easily determine and validate the completeness of income and expenses thus debtors and creditor transaction analysis from item level up to invoice and consolidation on customer or supplier levels.
You can easily assess gross profit percentages drilling down to markups and margins on per item level and validate whether cost/stock/inventory movements are correct and in line and if not have the ability to explore and understand why not.
Period Analysis & Global Search
Our ability to provide period on period such as month on month, year on year, month to date and year to date trend analysis makes it easy to spot inconsistencies in the transactional data or alternatively review the exception views for variances and inconsistencies.
Our global search ensures you don't need to go look for something but can just type it into the search and find the actual transaction, invoice, customer, supplier, journal entry etc. You can search by using the predefined measures and dimensions within the application or just free text search.