Advise Like Big Four with CAS A.I.
- Instant clear benchmarks show clients where they stand and how to grow in minutes.
- 100% industry coverage with AI powered insights support every client industry, no research needed.
- Surpass $1.6M to $2.8M CAS revenue with automated effortless CAS workflows.
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.
Make Advisory So Good, Clients Actually Read the Reports
FetchInsights delivers instant data-driven dashboard reports that help clients grow—while making your firm indispensable. Sharing these with clients gives them a CAS demo so they can see the value of advisory engagements firsthand.
Get clients hooked on CAS
Share reports with clients to showcase industry benchmarks, growth opportunities, the value of their company, and much more.
Turn insights into action
Strengthen engagement
Advisory Without CAS A.I.? That’s Like Taxes Without Deductions
Traditional CAS limits firms to industries their staff knows. FetchInsights’ AI benchmarking lets you support 100% of client industries with real-time insights, trends, and KPIs—no manual research required.
Advise any client
A.I. delivers data-backed insights for any client in minutes – allowing you to offer CAS demos for clients.
Go beyond staff experience
Provide deep, actionable strategies to optimize growth in any industry using trained financial models.
Scale faster
Eliminate research bottlenecks and support 50+ CAS clients per staff member with 15-minute reports.
Manage Business Insights CAS Engagements Like Big Four
Stronger deliverables mean better CAS management. FetchInsights’ built-for-CAS workflows take firms from launch to $1.6MM–$2.8MM+ in advisory revenue with a simple, scalable system.
Import clients instantly
Show them the value
Transform CAS demo reports to ongoing engagements with easy-to-understand white-labeled client dashboards.
Sign clients seamlessly
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.