FinanceAdvisorBeta

Turn accounting data into proactive advice.

For accounting firms, accounting consultants, financial advisors and fractional CFOs.

Client portfolio

Every client in one view, ranked by what needs attention.

Import accounting data

SIE import today; Fortnox and API integrations planned.

Automatic analysis

Result bridge, margins, liquidity and working capital from the ledger.

Change detection

What changed since last period, and by how much.

Prioritised observations

Ranked findings with the client question they lead to.

Consultant commentary

Add your own reading before the client meeting.

Portfolio intelligence

Client prioritisation and an advisor work queue.

Client reporting

Client reports with approval flow; white-label output planned.

Data sources

SIE files today. Fortnox, accounting APIs and ERP integrations are planned.

The questions an advisor gets answered

  • Which clients need my attention?
  • What changed?
  • Why does it matter?
  • What should I ask the client?
  • What should I discuss at the next meeting?
Open Accounting / Advisor

Insight and Finance share technology, not data. Private accounting data never enters public company analysis or benchmarks.