Finsights AI

Designed for wealth management and CPA firms

The All-in-One Financial Analytics Solution

FinSightsAI delivers everything your firm needs to simplify financial reporting and client insights. From real-time dashboards to automated data aggregation and AI-driven recommendations, our platform is built to save time, reduce costs, and elevate client trust.

Analytics Dashboard

Real-Time Portfolio Insights

Customizable dashboards for smarter decisions

FinSightsAI provides interactive dashboards that give advisors and accountants instant visibility into portfolios, performance metrics, and client reporting. Customize reports and visualize data in ways that make sense for your practice.

Automated Data Aggregation

Effortless Data Integration

Connect seamlessly with your existing tools

Our platform automatically aggregates data from custodians, CRMs, and accounting systems. Updates flow in real time, eliminating manual entry and ensuring your reports are always accurate and up to date.

AI-Driven Insights

Smarter Insights with AI

Forecasting, anomaly detection, and recommendations

FinSightsAI uses machine learning to detect anomalies, forecast trends, and provide actionable recommendations. Advisors gain deeper insights into client portfolios, helping them deliver proactive advice and build stronger relationships.

Solution Highlights

Built for compliance, flexibility, and control

Compliance Reporting

Generate reports that meet regulatory standards.

Cash Balance

YTD Total Revenue

YTD Net Income

Profit Margin

You

Administrator

Role-Based Access

Control permissions for advisors, staff, and clients.

White-Label Options

Customize dashboards with your firm’s branding.

Simple Workflow, Powerful Results

Get started in four easy steps

Onboarding

Data Integration

Link custodians, CRMs, and accounting platforms.

Data Integration

Link custodians, CRMs, and accounting platforms.

Dashboard Customization

Tailor analytics to your firm’s needs.

Dashboard Customization

Tailor analytics to your firm’s needs.

Client Reporting

Deliver clear, professional dashboards instantly.

Client Reporting

Deliver clear, professional dashboards instantly.

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That Pays Off

Efficiency

Proven savings and productivity gains

Design onboarding flow

#UI007

Design

Backlog

AUM and Household Overview

Balance

Billed Value

Payout Amout

Executive Summary Dashboard

#BC005

Financial

Budget

Update pricing page layout

#FTC09

Backlog

Leadership Dashboard

Cash Balance

YTD Total Revenue Zvs PYTDX

Leadership Dashboard

Cash Balance

YTD Total Revenue Zvs PYTDX

Multi Location Financial Dashboard

Revenue

Expenses

Net Income

Multi Location Financial Dashboard

Revenue

Expenses

Net Income

Design onboarding flow

#UI007

Design

Backlog

Revenue Mix

AUM Income

Annuity Carrier Commisions

Grand Total

Revenue

Net Income

Profit Margin

Update pricing page layout

#FTC09

Backlog

Update pricing page layout

#FTC09

Backlog

20+ hours

Saved per month on reporting

20+ hours

Saved per month on reporting

70–80%

Reduce manual reporting

70–80%

Reduce manual reporting

85–90%

Compared to enterprise competitors

85–90%

Compared to enterprise competitors

20+

Support for integrations

20+

Support for integrations

Solution FAQs

Answers to your product 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.

FinSightsAI

Be part of the future of financial analytics

Join Our

Mission

FinSightsAI is transforming how firms deliver insights. Whether you’re an advisor, accountant, or partner, we invite you to join us in shaping the future.

Book a Live Demo