Flexible Pricing to Scale Your CAS Practice
Plans cost less than 4% of the lowest average monthly CAS engagement.
Book a demo with the buttons on the plan cards below to automate CAS today.
Big Firm Growth Without Big Firm Costs
Automate monthly reporting, engage clients with real-time insights, and grow advisory revenue—all without adding typical CAS launch overhead. Our pricing is designed to scale with your firm, unlocking predictable CAS income while keeping operations effortless.
Client Seats
Client Seats provide ongoing CAS access for companies, engagement tools, and all features—delivering plenty of ongoing reports to grow revenue and client relationships. At $35 or less per month, each seat costs under 4% of the typical lowest CAS engagement price. Firms typically place clients in these seats when they begin monthly advisory agreements.
Extra Reports
Extra Reports let firms generate reports, invite clients on included dashboard demos, and showcase CAS insights—helping clients see the value of monthly advisory agreements. Firms typically use these extra reports to introduce advisory services to clients who haven’t yet signed up for monthly engagements.
Team/Office Seats
Give staff the tools to manage CAS across teams and locations, including engagements, white-labeling, billing, CRM, and email campaigns—all from one platform. We include all these powerful features for staff members at no additional charge. Features for firms like CAS CRM, client/engagement management, and billing are all included with these seats.
Pricing Plans for FetchInsights
We offer flexible pricing options for firms needing a complete A.I.-driven CAS solution. Our plans cost typically less than 4% of what firms bill clients for advisory services. Our team members can help you find the best plan and you can upgrade as you scale your advisory practice.
Essential
Launch an A.I. powered CAS solution for your firm for your first 10 CAS clients and $10K to $30K in expected monthly CAS revenue.
Per Month
PLAN INCLUDES
- 10 Client Seats Client Seats provide ongoing CAS access for companies, engagement tools, and all features—delivering plenty of monthly (5 per month per client) reports and insights to grow revenue and client relationships.
- 100 Extra Reports Extra Reports let firms generate reports, invite clients on included trials, and showcase CAS insights—helping clients see the value and convert to full seats. Generating reports and sharing with clients converts clients to ongoing CAS engagements.
- 2 Staff Seats / 1 Office Give staff the tools to manage CAS across teams and locations, including engagements, white-labeling, billing, CRM, and email campaigns— all from one platform. We include all these powerful features for staff members at no additional charge.
- CRM for firm CAS growth
- Client CAS dashboards
- White label portal & email
- CAS revenue tracker
- Engagement manager
- Firm staff task tracker
-
Estimated CAS Revenue
$120,000+ Based on 10 clients paying a lower market rate (far below average) of $1,000 monthly to your firm for CAS services x 12 months. Click to go to the CAS revenue calculator. -
Annual Software Price
$4,200 This is the total annual cost for FetchInsights including all of your seats above. It is calculated as price per Client Seat x 10 seats x 12 months. We only bill for your Client Seats and the rest are included. Discounts are available with certain memberships and other programs. Sales can look for discounts during your demo.
Your complete CAS software is less than 4% of your estimated CAS revenue.
Accelerate
Grow your A.I. powered CAS deliverables for your firm for 25 CAS clients and $25K to $75K in expected monthly CAS revenue.
Per Month
PLAN INCLUDES
- 25 Client Seats Client Seats provide ongoing CAS access for companies, engagement tools, and all features—delivering plenty of monthly (5 per month per client) reports and insights to grow revenue and client relationships.
- 250 Extra Reports Extra Reports let firms generate reports, invite clients on included trials, and showcase CAS insights—helping clients see the value and convert to full seats. Generating reports and sharing with clients converts clients to ongoing CAS engagements.
- 5 Staff Seats / 2 Offices Give staff the tools to manage CAS across teams and locations, including engagements, white-labeling, billing, CRM, and email campaigns— all from one platform. We include all these powerful features for staff members at no additional charge.
- CRM for firm CAS growth
- Client CAS dashboards
- White label portal & email
- CAS revenue tracker
- Engagement manager
- Firm staff task tracker
-
Estimated CAS Revenue
$300,000+ Based on 25 clients paying a lower market rate (far below average) of $1,000 monthly to your firm for CAS services x 12 months. Click to go to the CAS revenue calculator. -
Annual Software Price
$9,900 This is the total annual cost for FetchInsights including all of your seats above. It is calculated as price per Client Seat x 25 seats x 12 months. We only bill for your Client Seats and the rest are included. Discounts are available with certain memberships and other programs. Sales can look for discounts during your demo.
Your complete CAS software is less than 4% of your estimated CAS revenue.
Scale
Expand your CAS with more capacity. Includes 50 clients & more extras to support $50K-$150K in monthly CAS revenue.
Per Month
PLAN INCLUDES
- 50 Client Seats Client Seats provide ongoing CAS access for companies, engagement tools, and all features—delivering plenty of monthly (5 per month per client) reports and insights to grow revenue and client relationships.
- 500 Extra Reports Extra Reports let firms generate reports, invite clients on included trials, and showcase CAS insights—helping clients see the value and convert to full seats. Generating reports and sharing with clients converts clients to ongoing CAS engagements.
- 10 Staff Seats / 3 Offices Give staff the tools to manage CAS across teams and locations, including engagements, white-labeling, billing, CRM, and email campaigns— all from one platform. We include all these powerful features for staff members at no additional charge.
- CRM for firm CAS growth
- Client CAS dashboards
- White label portal & email
- CAS revenue tracker
- Engagement manager
- Firm staff task tracker
-
Estimated CAS Revenue
$600,000+ Based on 50 clients paying a lower market rate (far below average) of $1,000 monthly to your firm for CAS services x 12 months. Click to go to the CAS revenue calculator. -
Annual Software Price
$18,600 This is the total annual cost for FetchInsights including all of your seats above. It is calculated as price per Client Seat x 50 seats x 12 months.We only bill for your Client Seats and the rest are included. Discounts are available with certain memberships and other programs. Sales can look for discounts during your demo.
Your complete CAS software is less than 4% of your estimated CAS revenue.
Enterprise
Tailor a plan to fit your CAS practice for any number of clients, staff, and offices. Our Enterprise plans also include prioritized feature requests.
Per Month
PLAN INCLUDES
- 100+ Client Seats Client Seats provide ongoing CAS access for companies, engagement tools, and all features—delivering plenty of monthly (5 per month per client) reports and insights to grow revenue and client relationships.
- 1,000+ Extra Reports Extra Reports let firms generate reports, invite clients on included trials, and showcase CAS insights—helping clients see the value and convert to full seats. Generating reports and sharing with clients converts clients to ongoing CAS engagements.
- 20+ Staff Seats/4+ Offices Give staff the tools to manage CAS across teams and locations, including engagements, white-labeling, billing, CRM, and email campaigns— all from one platform. We include all these powerful features for staff members at no additional charge.
- CRM for firm CAS growth
- Client CAS dashboards
- White label portal & email
- CAS revenue tracker
- Engagement manager
- Firm staff task tracker
-
Estimated CAS Revenue
$1,200,000+ Based on 100+ clients paying a lower market rate (far below average) of $1,000 monthly to your firm for CAS services x 12 months. Click to go to the CAS revenue calculator. -
Annual Software Price
Contact Sales
We can support any size of CAS practice with Enterprise. Book a demo for a quote.
Essential
Launch an A.I. powered CAS solution for your first 10 CAS clients and $10K to $30K in expected monthly CAS revenue - all with a flexible month-to-month term.
Per Month
PLAN INCLUDES
- 10 Client Seats Client Seats provide ongoing CAS access for companies, engagement tools, and all features—delivering plenty of monthly (5 per month per client) reports and insights to grow revenue and client relationships.
- 100 Extra Reports Extra Reports let firms generate reports, invite clients on included trials, and showcase CAS insights—helping clients see the value and convert to full seats. Generating reports and sharing with clients converts clients to ongoing CAS engagements.
- 2 Staff Seats / 1 Office Give staff the tools to manage CAS across teams and locations, including engagements, white-labeling, billing, CRM, and email campaigns— all from one platform. We include all these powerful features for staff members at no additional charge.
- CRM for firm CAS growth
- Client CAS dashboards
- White label portal & email
- CAS revenue tracker
- Engagement manager
- Firm staff task tracker
-
Estimated CAS Revenue
$120,000+ Based on 10 clients paying a lower market rate (far below average) of $1,000 monthly to your firm for CAS services x 12 months. Click to go to the CAS revenue calculator. -
Monthly Software Price
$490 This is the total monthly cost for FetchInsights including all of your seats above. It is calculated as price per Client Seat x 25 seats. We only bill for your Client Seats and the rest are included.
Your complete CAS software is less than 5% of your estimated CAS revenue.
Accelerate
Grow your A.I. powered CAS practice and support up to 25 CAS clients and $25K to $75K in expected monthly CAS revenue - all with a flexible month-to-month term.
Per Month
PLAN INCLUDES
- 25 Client Seats Client Seats provide ongoing CAS access for companies, engagement tools, and all features—delivering plenty of monthly (5 per month per client) reports and insights to grow revenue and client relationships.
- 250 Extra Reports Extra Reports let firms generate reports, invite clients on included trials, and showcase CAS insights—helping clients see the value and convert to full seats. Generating reports and sharing with clients converts clients to ongoing CAS engagements.
- 5 Staff Seats / 2 Offices Give staff the tools to manage CAS across teams and locations, including engagements, white-labeling, billing, CRM, and email campaigns— all from one platform. We include all these powerful features for staff members at no additional charge.
- CRM for firm CAS growth
- Client CAS dashboards
- White label portal & email
- CAS revenue tracker
- Engagement manager
- Firm staff task tracker
-
Estimated CAS Revenue
$300,000+ Based on 25 clients paying a lower market rate (far below average) of $1,000 monthly to your firm for CAS services x 12 months. Click to go to the CAS revenue calculator. -
Monthly Software Price
$1,175 This is the total monthly cost for FetchInsights including all of your seats above. It is calculated as price per Client Seat x 10 seats. We only bill for your Client Seats and the rest are included.
Your complete CAS software is less than 5% of your estimated CAS revenue.
Video Demo of CAS CRM
Automated CRM and Marketing for Advisory Services
See how FetchInsights simplifies scaling an advisory practice to over $1,000,000 in recurring revenue with easy automated marketing and a CAS CRM.
Video Demo of A.I. Reports
Reducing Reporting Time to 15 Minutes With A.I.
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.
Calculate Your CAS Revenue
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.
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.