finsit by Wolters Kluwer

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Finsit is a cloud advisory tool by Wolters Kluwer that allows firms to translate their bookkeeping data into easy-to-understand graphs and charts

About this App

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

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Integrations

  • CCH OneClick

Geographies Served

  • All other countries in Europe

  • Brazil

  • Canada

  • USA

App features per category

Reporting and Dashboards

  • 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

Visit finsit by Wolters Kluwer

Some details on this page are subject to change. If you see something wrong please contact us here.

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