Finsit Financial Insights

Now featuring a financial forecasting module, finsit is our financial reporting and analysis tool.
Finsit scales to meet the needs of small, medium-sized and large practices alike – producing reports and forecasts based on your own customised KPIs.


In this short video, finsit expert Ben Cunliffe demonstrates how you can set your clients up with finsit in just a few minutes.

Finsit Demo video by Ben Cunliffe
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Our customer stories

  • finsit

We like finsit: we can produce bespoke reports in minutes while clients are in the room.

Pär Dahlström
Grant Thornton
  • finsit

Finsit is a fantastic tool to help us deliver a successful year-end meeting.

James Goodman
Consilium Chartered Accountants
  • finsit

The real-time nature of the graphics
in finsit is a lifesaver.


Fozia Muddassir
Reddy Siddiqui

Out-of-the-box business intelligence

Out-of-the-box business intelligence

Once you’ve created a financial reporting or forecasting template in finsit, you can reuse it for any client at any time.

Simple to set up, easy to use

Simple to set up, easy to use


“Five minutes and you are up and running” – that’s what Grant Thornton says about finsit onboarding.

Customise your KPIs

Customise your KPIs


With finsit, you can draw data from five bookkeeping solutions and analyse it using your own custom-built KPIs.

Monitor your clients

Monitor your clients


Finsit tracks how your clients engage with the financial insights you generate – including graphs, charts and other assets.

Finsit Cloud Financial Insights - Business Activity
Finsit and CCH OneClick work together to deliver effortless financial insights
Finsit integrates with CCH OneClick to deliver a financial plan and projections as simple infographics.
Find Out More
finsit homepage demoFinsit Financial Insight Software - Overview Dashboard


A full overview on one screen

The finsit ‘Overview’ screen provides a single dashboard displaying a client’s financial performance.

Compare KPIs

The ‘Compare KPIs’ tool simultaneously displays multiple financial reporting and analysis metrics.


Track business activity

The ‘Business Activity’ feature shows your client’s daily income, costs and corresponding profit.

finsit kpi comparisonFinsit Financial Insight Software - Compare KPIs Screen
Add value by delivering actionable information and adviceFinsit Forecasting Feature



Forecasting

The Forecasting feature completes finsit’s 360-degree view of your client’s business.

Related finsit insights

The Future of Financial Reporting and Forecasting in Modern Accountancy
The Future of Financial Reporting and Forecasting in Modern Accountancy
Download this article to find out how financial reporting and forecasting can be leveraged to win new business and accelerate practice growth.
Download Now
webinar_nowe_zasady_pracy_zdalnej
On-demand: Forecasting with guests Kirsty McGregor and Ella M Doherty
Phil Hobden and Ollie Kiddell speak with CFN founder Kirsty McGregor and chartered accountant Ella M Doherty about best practice in forecasting.
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Financial planning and projections: how finsit delivers a successful year-end meeting
Financial plans & projections: how finsit delivers a successful year-end meeting
Download this article to hear from three accountancy practices on how finsit
transformed their year-end interactions
with clients.
Download Now

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