About FetchInsights
FetchInsights is a solution by Advalis Inc., the innovators behind FincenFetch and partners with 42 state societies. Trusted by over 1,000 firms, we have consistently provided cutting-edge tools for firms. FetchInsights, a SOC 2 Type 2 certified and AI-enhanced platform, empowers professional services firms to offer valuable Client Advisory Services (CAS). Our AI-driven benchmarking models streamline the delivery of CAS, packaged within a user-friendly CRM specifically tailored for accounting firms. This allows firms to initiate, expand, and manage CAS operations efficiently. Now, any firm can deliver advisory services comparable to those of the Big Four, significantly reduce CAS staffing and launch expenses by 80%, and produce reports in minutes rather than hours. FetchInsights enables all clients to access CAS, guiding businesses toward growth under the expert direction of their CPA firm.
Simple & Secure Industry-Leading Software
Choose a Proven Solution
Over 100,000 client companies are currently supported by Fetch professional services solutions including FincenFetch and other Advalis Inc. software.
SOC2 Type 2
Certification protects your client data. This rigorous standard, governed by AICPA, assures companies follow best practices and test systems regularly for security.
Over One Thousand Firms Across the U.S.
Use our software solutions today to help automate operations, simplify client processes, and provide services for over 150,000 clients.
State CPA Societies
Work with our team for continuing professional education across the U.S. to help firms grow by launching or optimizing client service offerings.
FetchInsights is the newest solution built on the proven foundation created by FincenFetch & Advalis
FetchInsights is the latest innovation under Advalis Inc. that gives you the agility of a focused CAS platform with the trust and resources of an established leader in professional services technology. Advalis Inc. – the company behind FincenFetch – has a strong track record of helping firms innovate and grow, supporting over 1,000 firms that serve more than 150,000 clients. This extensive network has generated over $50 million in new service revenue, a testament to our technology’s effectiveness and our team’s expertise. FetchInsights operates as an independent solution dedicated to CAS built on a proven foundation of success and security.
The team at FetchInsights, with expertise in finance, and technology, prioritizes a firm-centric approach to ensure that every product we develop is fine-tuned to enhance user experience and firm productivity. By choosing FetchInsights, firms are not just adopting a tool; they are partnering with a leader in professional services technology, dedicated to their growth and success. Our mission remains clear: to deliver powerful, efficient solutions that streamline operations, enhance service delivery, and foster long-term success for our clients. We measure our success by just one metric: yours.
Kickstart CAS in Under 30 Minutes
Launch your Client Accounting Services in just one day with an all-in-one platform that automates onboarding, task management, billing, and client engagement. Instantly upload your client list, streamline workflows with automated task tracking, and ensure seamless invoicing for faster payments. Manage everything from a single dashboard, keeping teams organized and clients informed—whether you operate from one office or many.
CAS A.I. for Big Four Level Reporting
Transform advisory services into indispensable resources with FetchInsights. Our platform offers instant, AI-driven insights, providing industry benchmarks, growth opportunities, industry updates for clients, and real-time KPI tracking. Equip your firm to deliver top-tier services akin to the Big Four, all without the extensive overhead. Make your reports so valuable that clients won’t just receive them—they’ll read them.
Scale CAS with 5X the Output
Multiply CAS revenue without adding staff by automating reports, sales, and client engagement. FetchInsights slashes reporting time by 95%, turning 8-hour reports into 15-minute insights, so your team can serve more clients effortlessly. Manage every CAS operation from one platform, scaling revenue up to $600K+ per team member with built-in automation and CRM tools. One office or many, we’ve got you covered.
Measure Impact & Client Engagement
Turn valuations into engagement with reports that showcase business growth with advisory impact. FetchInsights delivers real-time, benchmarked valuations that keep clients engaged, automate CAS updates, and strengthen long-term relationships. Join the beta for early access, exclusive discounts, and priority feature requests—helping your firm convert clients to CAS and drive measurable growth.
Delivering Proven Results
FetchInsights is released by Advalis Inc. – the company behind FincenFetch. We deliver proven growth and support to the professional services community, demonstrated by key metrics. These numbers reflect the tangible growth we provide to our firms and our dedication to continuing this legacy of trust and innovation.
1,000+ firms rely on our technology for professional services solutions, attesting to our platform’s reliability and effectiveness.
150,000+ end clients are currently supported by firms using our solutions for efficiency, growth, and regulatory compliance.
$50MM+ in new client service billings have been generated by firms choosing our software.
SOC 2 Type 2 Certified we are certified under this rigorous security standard to protect sensitive data.