Better reporting in a fraction of the time. Automate your firms management reporting and clients advisory services (CAS). Save hours on existing processes with powerful accounting A.I. and benchmarking.
Simple & Secure Industry-Leading Software
Over 100,000 client companies are currently supported by Fetch professional services solutions including FincenFetch and other Advalis Inc. software.
Certification protects your client data. This rigorous standard, governed by AICPA, assures companies follow best practices and test systems regularly for security.
Use our software solutions today to help automate operations, simplify client processes, and provide services for over 150,000 clients.
Work with our team for continuing professional education across the U.S. to help firms grow by launching or optimizing client service offerings.
Video Demos of Accounting A.I. Tools
See how FetchInsights simplifies scaling an advisory practice to over $1,000,000 in recurring revenue with easy automated marketing and a CAS CRM.
See how FetchInsights simplifies scaling an advisory practice to over $1,000,000 in recurring revenue with easy automated marketing and a CAS CRM.
Watch FetchInsights produce a full advisory report in just minutes allowing your firm to sign more clients with advisory test drives and support 600% more engagements per staff member.
Launching or Scaling CAS at Your Firm?
FetchInsights gives you an easy path to CAS success. We automate everything possible and provide easy, powerful, SOC-2 certified A.I. workflows to follow to give you market-leading deliverables and automations for all aspects of advisory practice growth.
Set up your CAS practice in just 30 minutes to put growth on autopilot. From instant client import and onboarding to automated billing and task management, our all-in-one platform handles it. Three onboarding steps from your included CRM make sure your advisory launch reaches industry averages of $1.6MM to $2.8MM in record time.
Make advisory so valuable that clients actually read the reports. Create instant, AI-driven business insights dashboards for clients that gather industry benchmarks, growth opportunities, and real-time KPIs using existing financial connections—making your firm indispensable without spending days on research.
Deliver CAS 95% faster and earn 5x more revenue per staff member with AI-driven CAS workflows that make sure you never miss a deadline. Automate sales using our built-in CRM, email workflows, and proven broadcast templates – then track your practice growth with real-time dashboards that manage the entire CAS delivery process.
AI-powered valuations directly measure CAS impact for clients and make advisory as engaging as checking stock prices. Automatically share real-time, benchmarked valuations that drive engagement, reinforce your advisory role, and convert clients into long-term partners that see the ROI from your advisory services.
Client Advisory Services Automation
A.I. Powered Reporting Features
We use extensive, AI‐driven benchmarking to show you how clients compare to similar businesses, helping you deliver actionable advice quickly. Our system identifies new growth opportunities for your clients, so they see real results in real time—and you capture more advisory revenue.
Automate Advisory Revenue
Automate monthly deliverables and recurring invoices with an included easy advisor sales dashboard. For example, set up a monthly CFO‐style report, send it automatically, and charge your clients a predictable fee that scales as their needs grow.
White Labeled Reports And Portals
White‐labeled portals and emails let your firm deliver all clients services under your own name making it a direct extension of your firm. Automated reports keep you in the driver’s seat for quick reviews while AI does the heavy lifting.
You’re More Than Taxes
Client advisory services (CAS) are the most rapidly growing new service line in the accounting sector. Firms struggle to remain competitive or grow without offering these services to clients.
Earn $17,000 to $24,000 in annual engagement value per client with CAS + tax.
Boost staff productivity to $280K average annual revenue from advisory services—far exceeding typical tax‐only revenue.
Become part of the 70 billion dollar market of CAS revenue attributed to accounting firms.
Join the 30% YoY growth average for CAS revenue lines at firms.
