Discover
Bring source information and business perspectives together to see the opportunity or constraint behind the accounts.
For accounting firms
Be the advisor clients call before they decide.
Turn a deeper understanding of each business into a continuing strategy service under your firm's brand. Find the right client conversation sooner, create useful advisory work and stay involved throughout the year.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhich clients need a decision today, and what evidence will help you lead it?
What goes in
- Connected financial and operational information
- Owner and team perspectives
- The firm's knowledge of the client and its goals
What comes out
- A clearer view of the business and its next decision
- Advisor-reviewed reports, forecasts and group views
- Priorities and a review rhythm for continuing advisory work
Illustrative workflow · Advisor judgement stays in the loop
See the platform
Advisory, shown in the portal.
Watch the narrated demonstration for accountants and advisors.
For accountants and advisors 3:17 narrated demo
The workflow
From question to next move.
Implement
Use quantified choices and tailored, firm-branded material to agree the next move with the client.
Monitor
Return to the strategy as financial results, actions and business conditions change.
A stronger practice
Make advisory a service clients can use all year.
Compliance remains essential. The Analyst gives your firm a connected basis for more frequent, decision-focused conversations and an additional advisory revenue stream. Clients see who brings answers first. Lead those conversations before a competing firm does.
- Spot client needs before the annual cycle brings them to light
- Move from historical results to modelled choices and next actions
- Show the work and its progress in the firm's own brand
A timely client conversation
Put valuation on the agenda before 2027.
Australia's CGT rules change from 1 July 2027. For relevant assets held across the transition, market value immediately before that date can matter.
1 July 2027
Use the connected client picture to raise the right questions early. The Analyst helps your team assemble evidence, prepare valuation analysis and connect today's value range to three-way forecasts and a practical value roadmap.
Your firm leads the client discussion and brings in tax or valuation specialists when the engagement calls for them.
Explore valuation Read the Australian Treasury CGT explainer ↗Client work
Go deeper, sooner, without rebuilding every view by hand.
A manufacturing client balancing bank debt, stock and growth needs more than a set of accounts. The firm can bring cash, customer trends and strategic options into a tailored report and three-way forecast, then keep those choices under review.
- Analyse entities individually and across a group where relevant
- Connect strategic choices to profit, cash and balance sheet
- Use a concise owner brief or a more detailed report as the decision requires