Automated CRM for Advisory
- Upload clients in minutes to populate your CRM
- Showcase A.I.-enhanced advisory with client test-drives
- Enable one-click white-labeled marketing campaigns
- Track CAS practice growth from the dashboard
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.
Take the complexity out of launching and marketing CAS
Forget months of planning. Follow the dashboard steps on FetchInsights for an easiest path to your new CAS practice.
Step 1
Onboard clients instantly to the CAS 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.
Showcase custom advisory to every client in minutes
Help your clients understand advisory benefits and grow their businesses through your services. Reduce reporting time to 15 minutes with research and report production A.I. tools.
Step 1
Enter a 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.
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.