• Business Insights made Simple!

    Every business is unique, with unique requirements.

     

    SOBI gathers & analyzes financial and non-financial data from third party sources, to deliver performance reports that suit each business individually.

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    SOBI Lite

    Client Advisory Reporting (i)

     

    Financial Insights

    Financial Performance

    Budget Reporting

    Cashflow Reports

     

    Budget & Cashflow Planning

    Predictive business & cashflow planning (using AI)

    Business Scenario Building

     

    Customer Metrics 

    (including CAC & Churn)

     

    Operation Cost Analysis

    Fixed and Variable cost trends

     

    Performance Dashboard

    Cross-Business Trends & Analysis

    Key Performance Indicators

     

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    SOBI Professional

    Client Advisory Reporting (ii)

     

    Sales & Marketing

    Sales Pipeline Performance

    Marketing Effectiveness

     

    Revenue Metrics

    Revenue Recognition and Trends

     

    Benchmarking

    Industry Sector / Segment Benchmarking

     

    Headcount Metrics

    Headcount costs per department

    Headcount numbers per department

     

    Performance Dashboard Customization

    Financial / sales / marketing / headcount / operations / benchmarking

     

    Customizable Reporting Templates

    Customer performance reporting

    Board of Management reports

    Investor reports

    Banking reports

    and more..

     

  • Contact us for a sample Performance Report!

  • Hear what our clients say

    "SOBI is the glue between data entry and delivery of strategic insights."

    CFO of Silicon Valley based Software Company

    "Preparing and reporting to investors using Sobi made what was a time-consuming spreadsheet process, a really straightforward task."

    CFO of Technical Company

    "This is clearly essential to the CFO sector. We have tried many tools in the past, and no-one has gotten it right yet. It needs to be built by a CFO who understands the space. Lets work together!"

    CEO of Global Outsourced CFO Organization

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  • SOBI Plans and Pricing

     

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    SOBI Business

    $4,000 p.a

    Centralized Data Vault

     

    Financial Insights

    Financial Performance

    Budget Reporting

    Cashflow Reporting

     

    Revenue Metrics

    Revenue Recognition

    and Trends

     

    Customer Metrics

     

    Operation Cost Analysis

     

    Cross-Business Trends and Analysis

     

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    SOBI Strategic

    $8,000 p.a

    Business Plan plus:

     

    Automation of Analytic Processes

     

    Industry Sector/Segment Benchmarking

     

    Headcount Metrics

     

    Sales Pipeline Performance

     

    Marketing Effectiveness

     

     

     

     

     

     

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    SOBI Intelligence

    $16,000 p.a

    Strategic Plan plus:

     

    AI Powered Analytics

     

    Projected Business Planning

     

    Performance Scenario Building

     

    Projected Revenue Trends

     

    Advanced Trends and Analysis

     

    Report Templates (Investor Board)

     

    Projected Headcount Requirement (AI)

     

    Projected Sales Performance (AI)

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    SOBI Optimized

    $25,000 p.a

    Intelligence Plan plus:

     

    Optimized AI Powered Analytics

     

    Prescriptive Analytics

    and Insights

     

    Advanced Cross-Business Insights

     

    Advanced Customer Metrics

     

    Operation Cost Metrics

     

     

    Advanced Industry Benchmarking (AI)

     

    Sector Specific Metrics