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
  • finsit

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

James Goodman
  • finsit

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

Fozia Muddassir

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.

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.


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

Related finsit insights

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