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With analytical horsepower at your fingertips, get the answers and insights your clients can’t do business without.

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A better way to do what you do best

Accelerate your workflow and evolve your practice with an intuitive analytics interface and AI-backed query capabilities that get you and your clients reaching goals faster than ever. 

See how makes providing exceptional advisory to clients even easier.

Get unparalleled time-to-value.

Integrate QuickBooks OnlineXero, Sage Business Cloud Accounting, or CSV data with a couple of clicks and instantly pull data into functional dashboards by asking our AI-driven system for the information you need.  


Start client conversations that inspire.

Automate both recurring and ad-hoc reports that feature easy-to-understand visualizations your clients will actually read, without interrupting your workday. 


Reliability whenever, wherever. 

Access real-time data anywhere using our web or mobile app. If you need a hand, you can count on our support team to back you up whether you’re in the office or on the road.


See if works for you. Get unlimited access to our Demo Data.

Test out all of our features on a fully-built Demo Data Source that’s set up with sample business data from QuickBooks Online, Xero, or Stripe.

Financial Professionals ask

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Learn about simple pricing you can justify.

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Check out our full list of integrations and what’s coming soon.

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Find the resources you need to get started. We’re here to help.

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