Launch, Manage, and Scale Client Advisory Services in Just 30 Minutes
- Instant client uploads via CSV to onboard clients in seconds.
- Automated task management & billing for CAS on autopilot.
- Engaging client updates deliver insights that drive retention.
- Team oversight manages CAS across all offices in one hub.
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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.
Video Demo of CAS CRM
Automated CRM and Marketing for Advisory Services
See how FetchInsights simplifies scaling an advisory practice to over $1,000,000 in recurring revenue with easy automated marketing and a CAS CRM.
Video Demo of A.I. Reports
Reducing Reporting Time to 15 Minutes With A.I.
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.
Skip the Setup—Upload Clients Instantly
Forget manual onboarding—import and invite your entire client list via CSV to instantly populate your CAS dashboard. No more back-and-forth emails or slow client setups—get advisory running in minutes, not weeks.
Onboard clients instantly
Track CAS revenue
Track CAS growth and scale toward the $1.6M industry average faster.
Automate admin work
No More Missed Deadlines or Chasing Payments
FetchInsights automates CAS tasks, deliverables, and billing, keeping deadlines on track, overhead low, and revenue predictable.
Auto-generate CAS reports
Monthly insights, KPI tracking, and valuations to better identify growth opportunities.
Easy advisory growth
Track your practice’s growth and measure growth through your included CRM and automated marketing tools.
Eliminate manual admin
Deliver Updates Clients Actually Pay Attention To
Client engagement doesn’t end at onboarding—FetchInsights keeps CAS top of mind with automated and understandable benchmarks, industry trends, valuation tracking, and KPI updates.
Ensure client retention
CAS becomes indispensable with Big Four-level insights on clear client dashboards.
Increase engagement
Keep clients actively involved with automated update emails delivering key insights.
Strengthen client connections
Calculate Your Firm's
CAS Revenue Potential
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.