Turn financial data into board-level insights, recommendations, and client-ready reports in minutes.
Built by financial modelling experts at Access Analytic
AI won't replace accountants.
But it will replace accountants who only do compliance.
The firms that thrive aren't the ones who work harder. They're the ones who deliver meaningful advice, consistently, at scale. FinAnalytics is how you get there.
Preparing meaningful insights takes hours per client. That time conflicts with compliance deadlines and is hard to justify when billing is already under pressure.
The quality of advice depends on who does the work. Without a consistent process, outputs differ across clients and across your team.
You can't deliver high-quality advisory to every client when it relies on your best people doing it manually every time.
Without consistency, it's difficult to package advisory as a service, set clear pricing, or grow revenue beyond time-based billing.
From raw financials to a client-ready report — in five steps, in minutes.
Short & long-term financial data
Goals, key events, context
Choose from 7+ report types
Instant analysis with charts
Revise, approve & send to client
A lot of tools show you numbers. We help you turn numbers into advice.
Reporting tools surface data. FinAnalytics generates structured, actionable advice — the kind you can put in front of a client and act on.
FinAnalytics is a structured, secure AI built specifically for advisory work — stress tested, integrated with the platforms you already use, and designed to share seamlessly across your firm.
Compliance is being commoditised. Every month without an advisory offering is a month your clients aren't seeing your full value.
All reports delivered in plain English with charts, explanations, and actionable insights. Not jargon.
A clear picture of how the business is performing — ratios, cash flow, break-even analysis, and how it stacks up against industry benchmarks.
Proactive strategies to legally reduce the tax burden, with planning recommendations tailored to the client's specific situation and structure.
Surfaces financial vulnerabilities before they become problems — covering key risk areas, anomaly detection, mitigation strategies, and insolvency indicators.
Identifies opportunities for your firm to add further value — from additional services the client could benefit from to strengthening the advisory relationship.
Covers business valuation, debt and equity structure, budget versus actual performance, and safe shareholder withdrawal — everything needed for sound financial planning.
A comprehensive finance broker assessment that gives lenders a clear, professional view of the business — supporting loan applications with confidence.
Pull data in from your accounting platform, upload a PDF or CSV, and export finished reports straight to your client.
Direct API connection. Pull financials instantly from any Xero organisation.
Native QuickBooks Online integration for seamless data import.
Direct MYOB connection to pull client data without manual exports.
Upload any financial statement PDF and the AI extracts and analyses the data.
Import exported CSV files from any accounting tool or spreadsheet.
Download your reports as Word documents, easy to style and edit before you send them to your client.
Right now, every plan is completely free. No credit card, no catch. On 1 May 2025, pricing moves to a per-client model. Get in early and lock in your access before that changes.
For firms getting started with advisory
For growing advisory practices
For premium advisory firms
Not sure it'll work for your firm? If your clients aren't noticeably happier with your advisory after 3 months, contact us and we'll refund you in full. No forms, no questions.
Download a sample report from the platform, or grab our playbook on transitioning your firm to advisory.
See exactly what your clients receive — a structured, insight-driven report generated from real financial data.
A practical guide for accounting firms making the transition from compliance to high-value advisory services.
We're a security company that builds with AI. Not an AI company that thought about security later. Your clients trust you with sensitive financial data. We take that seriously.
Stop being the person they hear from once a year. Start being the one they call when it matters. FinAnalytics makes that shift possible without adding hours to your week.
Get Started Free →Free during beta · Setup in under 5 minutes · 3-month money-back guarantee