Build your insights based advisory service business today!
Are you and your team spending a lot of productivity time and effort to consolidate information for your customers and not providing them with insights on their business? Let's fix that!
Do you need to spend less time preparing for customer engagements and more time engaging with your customer? Let's analyse that!
Do you need to provide your customer with their financials when they need it? Let's automate that!
Does your customer need access to explore their own financial data? Let's provide that!
We refer our direct customers to our bookkeeping and accounting partners for advisory services. Let's partner up!
Provide Insights-As-A-Service to your customers!
We provide a data exploration analytics, reporting and InstantInsights platform for your advisory services.
You can instantly explore your customer's data in a prebuilt analytical app, analyse the data and provide an analytical service to your customer by providing them with monthly contextual stories derived from their data.
We also provide an unlimited, scheduled, automated and white labelled reporting solution called Swift Reporting for those customers that only need reports.
Differentiate Your Services!
- 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 analytics
- Provide your customer with access to Aime our InsightsBot when you invite them to the service
- 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
- Create and manage 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
- Sign up 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 to their data
Our partner support team are here to assist you with any questions you may have.
When your partnership application is approved you immediately gain access to all our training material in our learning center.
Contact our partner support team from the get-go to get you up and running immediately once you have subscribed
Improved Advisory Services!
Improve Your Advisory Service:
Our service provides both analytical apps and automated reporting which advisors in turn can deliver to their customers.
Provide your customers access to their own data for exploration as well as access to configure their own reporting schedules
Our research shows that 15-25% of SME's want to analyse their financial data in detail, so we enable our advisors to provide their customers access to their analytics via any internet connected device
We enable our advisor partners to do more with the same amount of people by dramatically cutting wasted productivity time on pulling reports and consolidating information for your customers
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!
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.
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 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.
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.
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.
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.