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FinSights AI connects your financial systems into one unified, real-time intelligence layer.

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Welcome to,

FinSightsAI

Smarter Financial Insights for Wealth Advisors

Welcome to,

FinSightsAI

Smarter Financial Insights for Wealth Advisors

The Impact of

Finsights AI

From setup to retention, these are the results teams experience with FinSights AI.

Design onboarding flow

#UI007

Design

Backlog

2

3

AUM and Household Overview

Balance

Billed Value

Payout Amout

2

4

Executive Summary Dashboard

#BC005

Financial

Budget

2

4

Update pricing page layout

#FTC09

Backlog

2

6

Leadership Dashboard

Cash Balance

YTD Total Revenue Zvs PYTDX

2

3

Leadership Dashboard

Cash Balance

YTD Total Revenue Zvs PYTDX

3

Multi Location Financial Dashboard

Revenue

Expenses

Net Income

2

3

Multi Location Financial Dashboard

Revenue

Expenses

Net Income

3

Design onboarding flow

#UI007

Design

Backlog

2

3

Revenue Mix

AUM Income

Annuity Carrier Commisions

2

4

Grand Total

Revenue

Net Income

Profit Margin

2

4

Update pricing page layout

#FTC09

Backlog

2

6

Update pricing page layout

#FTC09

Backlog

2

6

24 hours

Average setup time

24 hours

Average setup time

15+ hours

Saved per month

15+ hours

Saved per month

50+

System integrations

50+

System integrations

95%

Client retention

95%

Client retention

All the essentials for modern productivity

Mobile, automation, workflows, and insights - all in sync and ready to go.

Stay organized with ease

View all your projects, tasks, and deadlines in one simple dashboard. No more scattered to-dos.

  • Advisor performance dashboards

  • Revenue forecasting and trend analysis

  • Practice growth and capacity insights

  • Marketing ROI visibility

  • Real-time financial data

  • Multi-location comparison

  • Industry benchmarking

Get more done every day

Break down big goals into smaller steps and keep momentum with clear priorities.

Stay organized with ease

View all your projects, tasks, and deadlines in one simple dashboard. No more scattered to-dos.

  • Advisor performance dashboards

  • Revenue forecasting and trend analysis

  • Practice growth and capacity insights

  • Marketing ROI visibility

  • Real-time financial data

  • Multi-location comparison

  • Industry benchmarking

Get more done every day

Break down big goals into smaller steps and keep momentum with clear priorities.

Stay organized with ease

View all your projects, tasks, and deadlines in one simple dashboard. No more scattered to-dos.

  • Advisor performance dashboards

  • Revenue forecasting and trend analysis

  • Practice growth and capacity insights

  • Marketing ROI visibility

  • Real-time financial data

  • Multi-location comparison

  • Industry benchmarking

Get more done every day

Break down big goals into smaller steps and keep momentum with clear priorities.

Everything You Need. Nothing You Don’t.

A focused feature set designed for financial professionals—not generic BI teams.

Real-Time Data Sync

Your dashboards update as your data changes. Decisions are always based on what’s happening now.

Mobile app preview
AI-Powered Insights

Trends, risks, and opportunities surfaced automatically — explained in plain language.

Predictive Analytics

Forecast revenue, growth, and scenarios with confidence — backed by historical data.

Predictive Analytics

Forecast revenue, growth, and scenarios with confidence — backed by historical data.

Universal Integrations

Connect QuickBooks, CRMs, custodians, and data sources in minutes — not months.

Custom Dashboards

Build dashboards around how your team works — not rigid templates.

Performance Tracking

Track advisor, client, and firm performance that actually impacts outcomes.

Automated Reporting

Reports generated and delivered automatically — no spreadsheets, no manual exports.

Automated Reporting

Reports generated and delivered automatically — no spreadsheets, no manual exports.

Enterprise-Grade Security

SOC 2 compliant with role-based access and encrypted data by default.

Enterprise-Grade Security

SOC 2 compliant with role-based access and encrypted data by default.

Preferred Partners

Trusted service providers that help clients act on insights, not just view them.

integrations and growing

Bookkeeping Services

Integrated bookkeeping partners delivering accurate, structured financial data.

Financially Smart

DFO

Bookkeeping Services

Integrated bookkeeping partners delivering accurate, structured financial data.

Financially Smart

DFO

CFO Services

Fractional CFOs using FinSights AI to support strategic decision-making.

Financially Smart

DFO

CFO Services

Fractional CFOs using FinSights AI to support strategic decision-making.

Financially Smart

DFO

Lines converging into a central point
Insurance Review

Independent advisors providing unbiased coverage and cost analysis.

Coming Soon

Insurance Review

Independent advisors providing unbiased coverage and cost analysis.

Coming Soon

Become a Partner

Join the FinSights ecosystem and deliver deeper value to your clients.

Apply Now

Become a Partner

Join the FinSights ecosystem and deliver deeper value to your clients.

Apply Now

Transparent Pricing

Choose the plan that matches your workflow — no hidden fees, no surprises.

For Wealth Management Firms

Essential

$

249

per month

Solo advisors & small teams (1-5 advisors)

Up to 5 advisors tracked

3 integrations (QuickBooks + 2)

Practice Overview Dashboard

Revenue & P&L Dashboard

Advisor Performance (Basic)

Monthly data refresh

Email support (48hr)

Self-service setup

50 GB storage

Start Free Trial

Professional

Recommended

$

479

per month

Growing practices (6–15 advisors)

Up to 15 advisors tracked

10 integrations (all supported platforms)

200 GB storage

Everything in Essential, plus:

Client Analytics Dashboard

Marketing ROI Dashboard

Forecasting Dashboard

Advisor Performance (Advanced)

Real-time data sync

AI insights & alerts

Priority email support (24hr)

Quarterly business reviews

Start Free Trial

Enterprise

$

999

per month

Established firms (16+ advisors)

Unlimited advisors tracked

1 TB storage

Add a perk through the property panel

Everything in Professional, plus:

Multi-Location Dashboard

Benchmarking Dashboard

Capacity Planning Dashboard

Custom Dashboard Builder

Predictive analytics

Dedicated account manager

Priority phone support (4-hour response)

Monthly strategy calls

API access

SSO & advanced permissions

Start Free Trial

Essential

$

249

per month

Solo advisors & small teams (1-5 advisors)

Up to 5 advisors tracked

3 integrations (QuickBooks + 2)

Practice Overview Dashboard

Revenue & P&L Dashboard

Advisor Performance (Basic)

Monthly data refresh

Email support (48hr)

Self-service setup

50 GB storage

Start Free Trial

Professional

Recommended

$

479

per month

Growing practices (6–15 advisors)

Up to 15 advisors tracked

10 integrations (all supported platforms)

200 GB storage

Everything in Essential, plus:

Client Analytics Dashboard

Marketing ROI Dashboard

Forecasting Dashboard

Advisor Performance (Advanced)

Real-time data sync

AI insights & alerts

Priority email support (24hr)

Quarterly business reviews

Start Free Trial

Enterprise

$

999

per month

Established firms (16+ advisors)

Unlimited advisors tracked

1 TB storage

Add a perk through the property panel

Everything in Professional, plus:

Multi-Location Dashboard

Benchmarking Dashboard

Capacity Planning Dashboard

Custom Dashboard Builder

Predictive analytics

Dedicated account manager

Priority phone support (4-hour response)

Monthly strategy calls

API access

SSO & advanced permissions

Start Free Trial

B2B Licensing - Coming Soon!

License FinSights for your clients. Transparent per-client pricing.

For CPA & Bookkeeping Firms

Frequently asked questions

Get answers to commonly asked questions.

How fast can we get started?

Most teams are set up within 24 hours. Connect your data, configure dashboards, and start seeing insights quickly.

What systems does FinSights AI support?

FinSights AI connects with QuickBooks, CRMs, custodians, and other financial platforms. Integration limits depend on your plan.

Is our data secure?

Yes. FinSights AI uses enterprise-grade security, encrypted storage, and role-based access. Enterprise plans support SSO and advanced permissions.

Who is FinSights AI for?

FinSights AI is built for wealth management, CPA, and bookkeeping teams that need clear, real-time insights without BI complexity.

Can we upgrade or change plans later?

Yes. You can upgrade or change your plan at any time as your team grows or your needs change. Your data and dashboards stay intact—no rework required.

How fast can we get started?

Most teams are set up within 24 hours. Connect your data, configure dashboards, and start seeing insights quickly.

What systems does FinSights AI support?

FinSights AI connects with QuickBooks, CRMs, custodians, and other financial platforms. Integration limits depend on your plan.

Is our data secure?

Yes. FinSights AI uses enterprise-grade security, encrypted storage, and role-based access. Enterprise plans support SSO and advanced permissions.

Who is FinSights AI for?

FinSights AI is built for wealth management, CPA, and bookkeeping teams that need clear, real-time insights without BI complexity.

Can we upgrade or change plans later?

Yes. You can upgrade or change your plan at any time as your team grows or your needs change. Your data and dashboards stay intact—no rework required.

Experience

Finsights AI

in Action

See real dashboards powered by your data—no mockups, no filler.

Book a Live Demo

Book a Live Demo