Your clients get clearer financial advice. You build and retain stronger relationships while increasing your fees, for a fraction of the cost.
Whether you're an accountant, a business coach, or a fractional CFO, you know what your clients actually need. The problem is finding the time and tools to deliver it profitably.
Accountants get called at tax time. Business coaches get called when things go wrong. Neither gets the credit they deserve. Without regular, visible advisory work, you're easy to undervalue and easy to replace.
If clients only hear from you when something is due, the relationship stays shallow. They're not invested in you. When someone cheaper comes along, there's not much keeping them from leaving.
A proper advisory report can take hours to put together. For accountants, that time conflicts with compliance. For business coaches, it's hard to justify the cost. And when the right advice doesn't get given, the client misses out.
Short & long-term financial data
Goals, key events, context
Choose from 7+ report types
Instant analysis with charts
Revise, approve & send to client
All reports delivered in plain English with charts, explanations, and actionable insights. Not jargon.
A clear picture of how the business is performing — ratios, cash flow, break-even analysis, and how it stacks up against industry benchmarks.
Proactive strategies to legally reduce the tax burden, with planning recommendations tailored to the client's specific situation and structure.
Surfaces financial vulnerabilities before they become problems — covering key risk areas, anomaly detection, mitigation strategies, and insolvency indicators.
Identifies opportunities for your firm to add further value — from additional services the client could benefit from to strengthening the advisory relationship.
Covers business valuation, debt and equity structure, budget versus actual performance, and safe shareholder withdrawal — everything needed for sound financial planning.
A comprehensive finance broker assessment that gives lenders a clear, professional view of the business — supporting loan applications with confidence.
Pull data in from your accounting platform, upload a PDF or CSV, and export finished reports straight to your client.
Direct API connection. Pull financials instantly from any Xero organisation.
Native QuickBooks Online integration for seamless data import.
Direct MYOB connection to pull client data without manual exports.
Upload any financial statement PDF and the AI extracts and analyses the data.
Import exported CSV files from any accounting tool or spreadsheet.
Download your reports as Word documents, easy to style and edit before you send them to your client.
Right now, every plan is completely free. No credit card, no catch. On 1 May 2025, pricing moves to a per-client model. Get in early and lock in your access before that changes.
For firms getting started with advisory
For growing advisory practices
For premium advisory firms
Not sure it'll work for your firm? If your clients aren't noticeably happier with your advisory after 3 months, contact us and we'll refund you in full. No forms, no questions.
We're a security company that builds with AI. Not an AI company that thought about security later. Your clients trust you with sensitive financial data. We take that seriously.
Stop being the person they hear from once a year. Start being the one they call when it matters. FinAnalytics makes that shift possible without adding hours to your week.
Get Started Free →Free during beta · Setup in under 5 minutes · 3-month money-back guarantee