Multiply CAS Revenue Without Hiring More Staff
- Deliver CAS 95% faster for 5x more revenue per staff with A.I. CAS reports.
- Automate CAS sales with included CRM and email tools to engage clients.
- Track CAS growth from dashboards showing revenue and performance.
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.
8-hour Reports Done in 15 Minutes. Now What’s for Lunch?
Spend 95% less time per report and deliver CAS for more clients. Drastically reduced report times mean you can demo advisory reporting to all clients, be more competitive in CAS pricing, and convert more clients to a higher level of service.
Instant, automated reports
Help 100% of clients
No specialization needed
Let Your Software Sell Advisory Services for You
Win more clients with proven sales automations that are as easy as flipping a switch. Every report gives clients a 30-day trial access to their business insights dashboard. Automatic emails follow up to help convert them to engagements.
Outreach automated
Firm-Friendly CRM
Close more CAS with demos
One Unified Platform for Every CAS Operation
Managing CAS across multiple offices, teams, or roles? FetchInsights centralizes oversight of all CAS activity, staff workloads, and client progress—while tracking your practice’s growth with easy charts and built-in sales tools.
Ensure consistent service
Track CAS growth effortlessly
Higher billings per staff
Use a simple dashboard CRM to scale CAS revenue far beyond industry averages of $200K+ per team member.
Calculate Your Firm's
CAS Revenue
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.