Deliver effortless reporting
Get straight to the crux of any financial situation, turning information from your client’s base into easy to understand infographics. Improve the way you deliver insights and business changing advice with automated reporting.
Build loyalty and efficiently exceed expectations
Make reporting across all clients streamlined and more consistent, as you deliver valuable financial insights. Build loyalty, as your practice becomes a trusted partner as clients grow.
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.
Real-time view of business activity and trends Gain a real-time view of business
Gain a real-time view of business trends and activity that automatically updates to show trends. Changing situations and opportunities are easier to spot and demonstrate to your clients.
Build effective customised reports
Create tailor-made reports that go beyond classic profit and loss reports. These effective tools drive data-driven conversations, reinforcing your position as a trusted advisor.
Develop your advisory solution
Finsit supports you in moving towards advisory services, creating essential added value for your clients with one tool.
Integrates with any bookkeeping solution
Finsit provides a standard set of dashboards and reports using data from many of the major bookkeeping products being used by your clients, such as Xero, Twinfield, Sage and QuickBooks.
KPI-driven business growth and management
With finsit you can set key metrics and create dashboards showing a complete picture of where a business is in relation to its KPIs.
Gain a full overview from a single screenThe finsit ‘Overview’ screen shows your client’s financial performance from a single dashboard. You will automatically see profit and loss per month and the corresponding accumulated profit and loss for the same period. This can be easily customised as you can add or remove elements in the graph.
The ‘Compare KPIs’ tools enables you to look at multiple key ratios at the same time and establish which key metrics users should meet. Under the graph you can choose to hide or show certain key figures by simply clicking on the boxes.
Track business activity
Keep an eye on the ‘Business Activity’ feature for a graph that automatically shows you daily income, costs and the corresponding profit at a glance. Show the activity for the full business or for individual dimensions. You can further break it down to daily, weekly and monthly.
Track business trends
Compare the current results for your client to the same period in the previous year. The trend view automatically compares the current results to the same period last year, and you can easily change the comparison. It’s simple to add or remove elements in the graph including profit, accumulated profit, income and accumulated income.
Become your clients’ trusted advisor with effortless financial insights
Find out more about how you can continually demonstrate value to your clients. Be their partner of choice by easily identifying opportunities.
Watch this video to find out more.