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Powerful financial reporting.

You can set up finsit to automatically draw data from your CCH OneClick dashboard.
Through CCH OneClick, finsit connects with five of the industry’s most popular bookkeeping applications – as well as CCH Accounts Production.

 

The CCH and finsit connection

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Clear and speedy reports

Finsit automates the transfer of data from CCH to ensure high-quality financial reports and forecasts. This means you can generate insights within minutes.

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Customised financial reports

The data drawn from CCH will be monitored according to your own unique KPIs, which you create yourself in finsit.



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Client retention

CCH and finsit show you how your clients interact with the financial insights report you provide – so you can tailor your service.



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