Welcome, Members of the Minnesota Society of CPAs!
As a member of your association, you gain access to exclusive programs designed to help you quickly and effectively launch Client Advisory Services (CAS) – delivered by the creators of FincenFetch.
Your Membership Benefits
Your association membership gives you access to exclusive CAS webinars, discounts on advisory services automation software, and valuable resources.
Exclusive Webinar
Launching CAS shouldn’t feel like assembling IKEA furniture blindfolded. Join our exclusive webinar to see how firms are launching CAS without juggling seven systems—using AI to power insights, automating marketing, serving any industry, and clearly showing value to clients. Support 50+ CAS clients per staff member, generate year-round revenue, and still get home by 5 PM.
Coming SoonMember Discount
As a member of your association, you can access an exclusive 20% discount on FetchInsights Client Advisory Service Automation A.I. Software. Along with the discount, you’ll get onboarding support, ready-to-use materials, and a CAS service packaging guide. Whether you're just starting out or scaling up, this offer helps you launch CAS smarter, serve more clients, and deliver higher-value insights.
Reserve DiscountCAS Launch Guide
Get your team on the same page with our printed CAS Launch & Scale Guide—designed to help firms roll out or grow Client Advisory Services quickly and consistently. This step-by-step resource makes it easy to train staff, select tools, package services, and build scalable processes that support growth. Perfect for distributing across your firm to align everyone around a proven CAS strategy.
Coming Soon Reserve Member Discount
on Next-Gen CAS A.I. Software
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
Calculate Your 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.
Launching or Scaling CAS at Your Firm?
We've got you covered with CAS-in-a-Box
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.
Launch CAS in a Day & Automate 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.
Advisory Reports in Minutes with CAS A.I.
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.
Multiply CAS Revenue Without More Staff
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.
Prove CAS Impact with Automated Valuations
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.
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.