• Accountants: STOP doing what you hate!!

    Ditch the endless spreadsheets, and focus on what you do best, and what your clients really NEED from you. Advice!.

     

    SOBI does the heavy lifting in getting you to the real-time business insights that matter. Building client specific performance insights from cross business transactional data (financial and non-financial), SOBI easily identifies the root causes of performance issues.

     

    From onboarding to bespoke Business Insights reports, in 4 easy steps!
    Guaranteed!

  • What Happens in Vegas Powers Your Success Everywhere!

    Unlock the CAS opportunity with SOBI Analytics + Botkeeper.

     

    SOBI Analytics + Botkeeper are joining forces at AICPA & CIMA ENGAGE Las Vegas 2024!

  • Supporting you in growing

    Client Advisory Services (CAS)

    We provide client-specific business performance analysis and reports for accountants to use in delivering Client Advisory Services (CAS). This saves an average of 3-4 hours per client per month, enabling accountants to:

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    Why Choose SOBI?

    SOBI : Because each business is unique, with unique needs!

    • Integrates seamlessly with Excel, QuickBooks, Sage and Xero to gather transactional data, which is then analyzed and trended, with outliers easily identified.
    • Gathers sales & marketing and headcount data from CRM and Payroll solutions, to enable deeper insights into the influencing activities to overall performance results.
    • Allows customization of KPIs to power customer-centric metrics, targets and insights
    • Uses AI to drive automated predictive planning and analysis (PnL, Cashflow & Balance sheet) for up to 3 years ahead
    • Allows easy, but powerful, scenario building
    • Delivers powerful industry benchmarking data to drive competitive advantage
    • Delivers valuable, easy to understand, insights for strategic decision-making.

  • Stay Ahead in CAS!

    Transform your practice and deliver exceptional advisory services with SOBI Analytics. Let us do the heavy lifting!

     

    Contact us today at Brenda@sobianalytics.com for more details.

    GET STARTED NOW

    Fill out the below form and we’ll respond back to you shortly.

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