Effortless financial insights with finsit

Finsit transforms complex financial figures into simple-to-understand infographics, making decisions about what to do next clearer. Help your advice stand out with a visionary tool that will make a genuine difference to your practice and those of your clients.

With finsit you can ensure your insights not only stay relevant, but become invaluable. Take the next step into a clearer financial future together with your clients. Be extraordinary.

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Deliver effortless reporting

Deliver effortless reporting
Get straight to the crux of any financial situation, turning information from your clients' databases into easy-to-understand infographics.

Drive data-rich, business-growing conversations

Drive data-rich, business-growing conversations
Translate accounting data and metrics into actionable insights that make it easier for you and your client to reach financial decisions.

Build loyalty and efficiently exceed expectations

Build loyalty and efficiently exceed expectations
Make reporting across all clients streamlined and more consistent from a single location, as you deliver valuable financial insights. Build loyalty, as your practice becomes a trusted partner as clients grow.

Develop your advisory solution

Develop your advisory solution
Research shows that firms focusing on delivering high-value advisory services to clients can anticipate higher growth than purely compliance-driven practices.