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 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.