Instant Advisory Reports from QBO
- Connect to your existing QBO client
- Get immediate advisory reports
- Share with clients as a new premium service
Simple & Secure Industry-Leading Software
Secure 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.
Instantly Generate AI Valuations & Benchmarks
Connect to existing QBO accounts with our SOC2 Type 2 certified system for instant advisory reports. The AI produces benchmarking, valuations, industry insights, competitor trends, and more in real-time. Just download PDFs or invite clients to the dashboard and elevate your service.
Step 1
Enter the client's website or business description
The Insights A.I. will automatically begin analyzing the type of business for key benchmarks and industry trends.
Step 2
Connect to existing client financials
Connect automatically to QBO or other tools and the platform will import just high-level data like P&L items to begin analysis.
Step 3
Review reports and share with clients in minutes
Your A.I. copilot delivers a customizable secure white-labeled report and advisory dashboard for client access. No research team needed.
Take the complexity out of launching and marketing AI services
Forget months of planning. Follow the dashboard steps on FetchInsights for an east path to your new advisory revenue.
Step 1
Onboard clients instantly to the CRM
Upload your clients to populate your automated CRM. Your CRM table shows you the next step towards a CAS engagement for every client.
Step 2
Create and share demo reports in minutes
Clients won’t understand advisory until you show them. Create and deliver their first report in minutes (not days) with CAS A.I. tools
Step 3
Enable one-click marketing automations
Stop stressing marketing. Pre-configured campaigns move clients to book meetings and start advisory engagements.
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.