• Business Insights you need, when you need them!

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  • Integrations

    SOBI integrates with Excel, Quickbooks Online and Xero, quickly and seamlessly, to give you instant access to the key insights you need to make strategic business decisions.

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  • What is different about the Sobi solution?


    The Sobi solution has been built as a direct result of the experiences of the Founder, Brenda Jordan, in her role of owner of an Outsourced CFO organization based in Dublin. During her 20+ years in this role, supporting small to medium-sized businesses in their growth plans, she relied heavily on excel to gather and analyze a business's performance data in order to give guidance to them on the strategic steps they needed to take. The power of this performance data became painfully evident during the 2008 global recession, from which 99% of Brenda's clients survived, albeit many looking very different, but all ready to grow again.


    Around this time, Brenda looked to the market for an automated solution for her and her clients, but there were none suitable. So, she decided to build her own... and so began a long journey that led her to set up Sobi Analytics in 2021.


    Through her own experience, and the feedback she has gathered from CFOs, finance professionals and their clients across Ireland, UK, and North America over the years, Brenda and her team realized that an exceptional solution would encompass all the users in the 'organization triangle', using machine learning to add a real richness and depth to data insights. And so that is what they have built.


    Meet Sobi! A Strategic Optimized Business Intelligence solution.

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    What does Sobi offer the CFO Organization?

    • A centralized location for the entire group

    • Access to all members contact details

    • Visibility into CFO members & their client companies

    • Shared 'live' industry benchmarking data

    • Shared expertise across the group

    • Competitive advantage​

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    What does Sobi offer the CFO?

    • 75% cost savings by automating error-prone & timely processes

    • Access to invaluable analytics and industry sector benchmarking data to assist in growing client companies

    • The opportunity to develop additional revenue streams with their client base (eg. Growth Advisory)

    • Opportunity to WOW client base!

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    What does Sobi offer the client company?

    • Greater value for their money! - with less time spent on manipulating spreadsheets, their CFO can spend more time helping the management team to grow the business!

    • Access to timely strategic advice, from both their CFO & Sobi Alerts

    • Greater confidence in their CFO and their ability to help them to develop and scale their company effectively and efficiently

    Speedy, data-driven decisions are fundamental to business growth. Going way beyond basic data analytics and delivering insights in real-time, Sobi uses the power of Artificial Intelligence (AI) to deliver both predictive and prescriptive analytics.


    Also included, is researched benchmarking data for a number of selected industry sectors; sharing 'live' benchmarking from client aggregated data, once sector data volume has been achieved.


    Focused on delivering value to every business, in every sector, Sobi delivers key performance indicators from across the business, irrespective of sector. Initial selected industry sectors, in response to demand are:


    Food & Beverage, Manufacturing, Engineering, Retail, SaaS, Marketing and Event Management.


    Many more are expected to be added over time.

    Supercharge business growth with Sobi's AI Powered Platform.

    Sobi Analytics - sectors - specific metrics

    We're here to chat and answer any queries you have!

  • Why not take a closer look today?

    We'd be delighted to introduce you to SOBI

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  • Sobi Analytics - Outputs - reports and metrics

    Say 'Hello' to the insights you need, when you need them!


    SOBI does everything that other BI solutions do, plus a lot of what they don't!


    Get real-time access to:

    • Invaluable cross-business performance metrics
    • Benchmarking data (Industry sector/segment)
    • Headcount metrics
    • Sales and Marketing performance metrics
    • Revenue recognition and trends
  • Eliminate inefficiencies to save more time for high-value work

    Sobi Analytics - Artificial Intelligence powered engine

    Automate data collection and manual processes that are error-prone, inefficient and waste of time and money.


    SOBI is the key to unlocking more time to spend on valuable, high-impact work.


    Our studies found that finance professionals save an average of 8 hours per week through automation of repetitive laborious tasks. Imagine the additional high-ROI tasks you could achieve for your organization if you added an entire day back into your week!

  • Sobi Analytics - Outputs - reports and metrics

    Take the guesswork out of financial data tracking


    • Centralized Data Vault - valuable insights are stored and shared in one secure place
    • Connect data from Excel spreadsheets, Quickbooks and Xero
    • Collect, sort, integrate and analyze data to facilitate actionable insights for business growth
    • Simplify and leverage complex data to detect trends and data relations essential for strategic decision-making


  • Sobi Analytics - Strategic Optimized Business Intelligence

    Strategic Optimized

    Business Intelligence


    There is no shortage of data in any business. The problem is finding the nuggets of information stored within the data pile - the valuable information that can really influence the day-to-day decisions made by businesses, which directly impact their chances of success.


    The SOBI Team is dedicated to finding and highlighting those nuggets from right across the business, delivering real-time insights into the co-dependencies between all business activities, and a deep understanding of these dependencies on the bottom line.


    Adding layers of intelligence into the mix not only allows the user to anticipate future results, but facilitates an understanding of the huge impact that can be made to the overall business health, by simply making small, strategically powerful changes.

    Request a Demo

    Fill in the form below, we'd love to hear from you!

  • Sobi Analytics

    The Sobi Platform is invaluable to Finance Professionals with multiple clients.


    Say 'Goodbye' to the spreadsheets


    Exceed your clients' expectations!




  • So, what exactly does a 'home' for the Outsourced CFO Organization look like?


    In order to answer that question, we need to consider the members, and what they need from this space.

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    There are essentially 3 Tiers to the CFO Organization structure:


    Tier 1: The Organization itself (i.e. the 'parent')


    Tier 2: The CFO members (i.e. the 'responsible adults')


    Tier 3: The Portfolio client companies (i.e. the children)


    The Sobi platform provides the 'home' for all members to gather, analyze, store and share valuable insights and expertise; making the organization and all its members stronger and more competitive as a result.

  • The Sobi Solution

    SOBI ANALYTICS is an Irish, CFOTech focused organization, with offices in Ireland, the UK and the US.


    The Sobi Solution has been developed in response to the overwhelming demand for a specifically tailored solution for the CFOs of today!

    • We built our solution in recognition of the changing role of the CFO in today's fast growing businesses, embracing the amazing advances in A.I. technology to replace previously complex business processes, particularly in the areas of predictive and prescriptive functionality.

      1. A unique central data repository for everyone in the organization to access their client data, and to share insights and expertise,

      2. An analytics engine with which we could gather & analyze relevant data from a wide range of sources (third party software)

      3. Automation of processes that are currently time-consuming and error prone 

      4. Timely access to insightful reports and analytics

      5. Sector benchmarking as a result of user demand, using multiple industry sectors and segments against which to measure client performance

    • The Sobi Platform is a "home" for the Outsourced CFO Organization!

    Sobi Analytics - Business Metrics & KPIs
    Sobi Analytics - Financial Planning & Analysis
    Sobi Analytics - Sector Specific Metrics
    Sobi Analytics - Predictive & Prescriptive Analytics