Finlert Tomorrow’s advisory

Tomorrow’s advisory clients today

@FinlertApps

Pete Horder & Nathan

Harper, Co-Founder’s, Finlert

Pete and Nathan are focused on creating easy to use, simple products, that are heavy on benefit and light on your organisation.

Introducing a new affordable way to be across all of your clients, all of the time

Advisory services can put considerable resource and cost pressure on firms, this can lead to the service only being for select clients. By broadening the service base, firms have a considerable opportunity ahead.

Accountants know that

their ability to provide a client the right advice at the right time can be the difference between them flourishing or failing. But how can business advisors help clients achieve their goals if they don’t have regular exposure to their financial operations?

Finlert has created its latest product OverSight, to give business advisors a commerciallyviable umbrella across their entire client base. It torpedoes management time and enables advisors to maximise business opportunities and better manage risk. In one easy to use dashboard, OverSight offers you access to all of your clients, all of the time.

By presenting lead indicators for all clients, OverSight supports

the regular servicing of premium clients, but also enables easy reference to the financial position of clients not serviced as regularly. For the business advisor this provides upsell opportunities, happy clients and increased client loyalty and advocacy. Let’s walk through some features…

Thresholds enable advisors to set Comparison the tipping point periods at which a client Data from all metric needs clients is great, That client who is a attention. but without start-up today, could context it can just be one of tomorrow’s be numbers on a page. most profitable advisory clients. Comparison periods highlight where differences in the numbers What is Oversight? are either positive or negative compared to a like period.

In simple terms, OverSight is a dashboard which will display metrics from all connected Xero files. The customisable overview or analytical view has metrics related to Cash position, AR / AP, payroll, and organisational data. This means it can be used as a daily monitor or even an end of period tool.

Tags + owners

Assigning Xero files to tags and an owner within OverSight allows data to be shown as needed for an individual practice. Common examples are to create tags for things like industry and service package. Then with a few clicks you can see the status of all retail clients on a quarterly package who are assigned to you.

Thresholds

the tipping point at which a client metric needs attention. This can be for a single client, or a specific group. operational tool, to define their own version of client health and even kickstart new advisory services and offerings.

Other use cases

As well as advisory services, some clients have leveraged OverSight to streamline end of period operations, as a bookkeeping

More to come

Like all great SaaS platforms OverSight is continually being improved based on client feedback. Keep an eye out for new integrations and partnerships in the near future.

Find out more...

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