Management Reports in Minutes with A.I.
- Connect to client Quickbooks
- Generate instant management reports
- Review, edit, and share with clients
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 Monthly or Quarterly Management Reports
Create instant management reports and charts/visuals from existing QBO connections with our SOC2 Type 2 certified system. The AI produces comprehensive reports in minutes with benchmarking, valuations, industry insights, competitor trends, and more in real-time. Review, edit, and download PDFs or invite clients to the dashboard to elevate your service.
Step 1
Connect to QBO Account
The Insights A.I. will automatically analyze financials and begin compiling an industry specific report.
Step 2
Generate Management Report
The platform will automatically generated management report sections, visuals and charts for any business.
Step 3
Review and Share with Clients
Adjust and modify the report with an easy visual editor and prompt system then share with clients
Industry Leading Management Reports
FetchInsights management reports are client and industry specific. Save settings at the client level to customize A.I. report production for each client and make ongoing reporting a breeze. Your A.I. will automatically add industry and local benchmarking, charts, visuals, and more to deliver engaging client reports.
Executive Summary
Instant quick overview of the company’s most important results covering key report items like total sales, profits, and big changes from the last period. FetchInsights uses AI to highlight these key points instantly, so accountants can share a clear client summary without spending days on research
Financial Performance Report
Shows how much money clients make and spend. FetchInsights uses AI to quickly spot trends in these numbers and show how clients can improve, so accountants can easily advise clients.
Revenue Trend & Competitor Analysis
Shows how the business’s sales are changing and compares them with others in their field and area. FetchInsights uses AI to bring in competitor and industry data automatically, so accountants can quickly show if the client is ahead or behind similar businesses and how they can optimize.
Expense Breakdown & Benchmarking
Shows where the business’s money is going including major cost center benchmarking for any NAICS type. FetchInsights uses AI to compare these costs with other similar businesses, so accountants can quickly tell if the company is spending too much or too little in any area.
Cash Flow Summary & Forecasting
Shows how cash comes in and goes out of a client’s business, including short-term 13-week cash forecast and a 52-week outlook to plan ahead. FetchInsights uses AI to make these cash flow predictions fast, so accountants can spot problems early and help clients prepare for the future in multiple scenario models.
Balance Sheet Report
Shows how cash comes in and goes out of a client’s business, including short-term 13-week cash forecast and a 52-week outlook to plan ahead. FetchInsights uses AI to make these cash flow predictions fast, so accountants can spot problems early and help clients prepare for the future in multiple scenario models.
Key Performance Indicators & Industry Trends
Track key performance indicators (KPIs) that show how well the business is doing. FetchInsights uses AI to benchmark these KPIs in real time and pull in industry trends, so accountants can see how the company compares to others in the market and quickly spot new opportunities or risks.
Accounts Receivable Aging
Show which customer payments are still owed to the company and for how long. FetchInsights uses AI to quickly spot any patterns or risks in these late payments, so accountants can warn clients about issues and help them manage cash flow better.
Strategic Recommendations
Give smart suggestions on how the business can improve and grow, such as reducing certain expenses, investing in areas that are doing well, or changing strategies based on the report findings. FetchInsights uses AI to analyze all the data and come up with these helpful tips automatically, so accountants can deliver advice faster and with more confidence.
How long does your firm spend on client management reports each month?
Get more free time while improving your reporting. Management reports can take under 10 minutes with FetchInsights. Save each client’s custom settings and simply refresh their QBO connection then review/edit the report. Saving 2 hours per report for 100 clients means $10,000 in labor costs saved each month for your firm.
Works With Existing QBO Connections
Import data securely for your existing clients to begin generating month
end management reports.
Save Hours Per Client Every Month
Insights A.I. runs advanced analysis and benchmarking for any client to
create detailed engaging reports.
Eliminate Month-end Bottlenecks
Simply review, edit, or regenerate sections to create shareable reports in minutes for every client with unique charts and graphics.
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.