Finsit is a cloud advisory tool by Wolters Kluwer that allows firms to translate their bookkeeping data into easy-to-understand graphs and charts that enable advisors to have more meaningful conversations with their clients. Coupled with a powerful custom key performance indicator tool that turns both financial and non-financial information into detailed KPI reports, finsit allows firms to start offering high value advisory services to clients in the form of customised management reporting packs.
Give your clients the full picture of their business performance with illustrated graphs and charts
Ensure your clients are always monitoring what makes them successful with pre-built and custom KPI reports
Add vital non-financial KPI information to measure against success factors with data that isn’t native to the bookkeeping package
Easily pinpoint peaks and troughs in the business performance and review the source for with our intelligent drill down
Show what matters to each business and create custom reports with our in-depth report building tool
Offer your clients a full overview of their business by combing key data points and visuals into a PDF management report pack
Offer these services yourself or put your clients in the driving seat with client logins
Standardise your report packs and reporting process across your firm
Finsit is being utilised to offer value added services in a range of firms from sole practitioners to BDO, EY, PwC and Grant Thornton. Speak with us today to discuss how we can help your firm transition to advisory.
Cost (from)
£N/A
Free Practice Subscription
Trial
Partner Program
Support Channels
Mobile Platforms
Accounting Platforms
Integrations
CCH OneClick
Geographies Served
All other countries in Europe
Brazil
Canada
USA
Industries
Categories
Analysis
Comparatives
Financial KPIs
Non financial KPIs
Reports
Brand
Commentary
Create templates
Custom
Customise pre built template
Download
Graphs
Pre built templates
Scheduled generate and send
Share online with client
Tracking
Xero tracking
Some details on this page are subject to change. If you see something wrong please contact us here.
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