finsit by Wolters Kluwer
Finsit is a cloud advisory tool by Wolters Kluwer that allows firms to translate their bookkeeping data into easy-to-understand graphs and charts
Overview
Finsit is a cloud advisory tool by Wolters Kluwer that allows firms to translate their bookkeeping data into easy-to-understand graphs and charts that enable advisors to have more meaningful conversations with their clients. Coupled with a powerful custom key performance indicator tool that turns both financial and non-financial information into detailed KPI reports, finsit allows firms to start offering high value advisory services to clients in the form of customised management reporting packs.
Give your clients the full picture of their business performance with illustrated graphs and charts
Ensure your clients are always monitoring what makes them successful with pre-built and custom KPI reports
Add vital non-financial KPI information to measure against success factors with data that isn’t native to the bookkeeping package
Easily pinpoint peaks and troughs in the business performance and review the source for with our intelligent drill down
Show what matters to each business and create custom reports with our in-depth report building tool
Offer your clients a full overview of their business by combing key data points and visuals into a PDF management report pack
Offer these services yourself or put your clients in the driving seat with client logins
Standardise your report packs and reporting process across your firm
Finsit is being utilised to offer value added services in a range of firms from sole practitioners to BDO, EY, PwC and Grant Thornton. Speak with us today to discuss how we can help your firm transition to advisory.
About this app
£N/A
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- All other countries in Europe
App features per category
Reporting and Dashboards
Analysis
Comparatives
Financial KPIs
Non financial KPIs
Reports
Brand
Commentary
Create templates
Custom
Customise pre built template
Download
Graphs
Pre built templates
Scheduled generate and send
Share online with client
Tracking
Xero tracking
Resources by finsit by Wolters Kluwer
- News
Five Top Tips To Optimise Your Accountancy Practice Management
Wolters Kluwer Tax & Accounting UK combines almost two centuries of deep domain knowledge with advanced technology – for professional decision-making with confidence.
22 May 23 - Blog
How social media equips accountants to grow their practice
“Why do I need social media? I manage perfectly well without it…”
16 May 23 - Blog
How to switch the software of a medium-sized practice
A medium-sized accountancy practice can provide a unique service.
28 Sept 22 - Blog
The Top 7 Reasons That Modern Practices Are Adopting Cloud-Based Accounting Platforms
Our piece examines the top seven reasons for cloud adoption among accountancy practices. In recent years, the accounting industry has embraced new forms of technology to make accountants’ working lives easier. Many of these have been cloud-based solutions.
15 May 23
Some details on this page are subject to change. If you see something wrong please contact us here.
Sign up to our newsletter - don't miss out on all the good stuff.
Latest news, events, and updates on all things app related, plus useful advice on app advisory - so you know you are ahead of the game.
Your stack is currently empty...
Start building
