Launch and scale your firm’s Client Advisory Services (CAS) practice, automate deliverables, and build year-round client relationships with a turnkey A.I.-enabled platform. FetchInsights is brought to you by the same company that brought you FincenFetch and delivers everything you need for CAS in one secure portal.
Simple & Secure Industry-Leading Software
Over 100,000 client companies are currently supported by Fetch professional services solutions including FincenFetch and other Advalis Inc. software.
Certification protects your client data. This rigorous standard, governed by AICPA, assures companies follow best practices and test systems regularly for security.
Use our software solutions today to help automate operations, simplify client processes, and provide services for over 150,000 clients.
Work with our team for continuing professional education across the U.S. to help firms grow by launching or optimizing client service offerings.
See how FetchInsights simplifies scaling an advisory practice to over $1,000,000 in recurring revenue with easy automated marketing and a CAS CRM.
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.
Book a demo Zoom with the form below and get our lifetime discount promotion, free CAS launch resources, and first access to the next generation of client advisory services. We’ll show you how powerful A.I. means 95% less human time required for advisory service and year-round revenue
Launching or Scaling CAS at Your Firm?
FetchInsights gives you an easy path to CAS success. We automate everything possible and provide easy, powerful, SOC-2 certified A.I. workflows to follow to give you market-leading deliverables and automations for all aspects of advisory practice growth.
Set up your CAS practice in just 30 minutes to put growth on autopilot. From instant client import and onboarding to automated billing and task management, our all-in-one platform handles it. Three onboarding steps from your included CRM make sure your advisory launch reaches industry averages of $1.6MM to $2.8MM in record time.
Make advisory so valuable that clients actually read the reports. Create instant, AI-driven business insights dashboards for clients that gather industry benchmarks, growth opportunities, and real-time KPIs using existing financial connections—making your firm indispensable without spending days on research.
Deliver CAS 95% faster and earn 5x more revenue per staff member with AI-driven CAS workflows that make sure you never miss a deadline. Automate sales using our built-in CRM, email workflows, and proven broadcast templates – then track your practice growth with real-time dashboards that manage the entire CAS delivery process.
AI-powered valuations directly measure CAS impact for clients and make advisory as engaging as checking stock prices. Automatically share real-time, benchmarked valuations that drive engagement, reinforce your advisory role, and convert clients into long-term partners that see the ROI from your advisory services.
You’re More Than Taxes
Client advisory services (CAS) are the most rapidly growing new service line in the accounting sector. Firms struggle to remain competitive or grow without offering these services to clients.
Earn $17,000 to $24,000 in annual engagement value per client with CAS + tax.
Boost staff productivity to $280K average annual revenue from advisory services—far exceeding typical tax‐only revenue.
Become part of the 70 billion dollar market of CAS revenue attributed to accounting firms.
Join the 30% YoY growth average for CAS revenue lines at firms.
