NEW
AI-Powered Business Intelligence
Intelligence That Drives Better Decisions
FinSights AI connects your financial systems into one unified, real-time intelligence layer.
Search for anythings
Welcome to,
FinSightsAI
Smarter Financial Insights for Wealth Advisors
Welcome to,
FinSightsAI
Smarter Financial Insights for Wealth Advisors
Search for anythings
Welcome to,
FinSightsAI
Smarter Financial Insights for Wealth Advisors
The Impact of
Finsights AI
From setup to retention, these are the results teams experience with FinSights AI.
Design onboarding flow
#UI007
Design
Backlog
2
3
AUM and Household Overview
Balance
Billed Value
Payout Amout
2
4
Executive Summary Dashboard
#BC005
Financial
Budget
2
4
Update pricing page layout
#FTC09
Backlog
2
6
Leadership Dashboard
Cash Balance
YTD Total Revenue Zvs PYTDX
2
3
Leadership Dashboard
Cash Balance
YTD Total Revenue Zvs PYTDX
3
Multi Location Financial Dashboard
Revenue
Expenses
Net Income
2
3
Multi Location Financial Dashboard
Revenue
Expenses
Net Income
3
Design onboarding flow
#UI007
Design
Backlog
2
3
Revenue Mix
AUM Income
Annuity Carrier Commisions
2
4
Grand Total
Revenue
Net Income
Profit Margin
2
4
Update pricing page layout
#FTC09
Backlog
2
6
Update pricing page layout
#FTC09
Backlog
2
6
24 hours
Average setup time
24 hours
Average setup time
24 hours
Average setup time
15+ hours
Saved per month
15+ hours
Saved per month
15+ hours
Saved per month
50+
System integrations
50+
System integrations
50+
System integrations
95%
Client retention
95%
Client retention
95%
Client retention
All the essentials for modern productivity
Mobile, automation, workflows, and insights - all in sync and ready to go.
Stay organized with ease
View all your projects, tasks, and deadlines in one simple dashboard. No more scattered to-dos.
Advisor performance dashboards
Revenue forecasting and trend analysis
Practice growth and capacity insights
Marketing ROI visibility
Real-time financial data
Multi-location comparison
Industry benchmarking
Get more done every day
Break down big goals into smaller steps and keep momentum with clear priorities.
Stay organized with ease
View all your projects, tasks, and deadlines in one simple dashboard. No more scattered to-dos.
Advisor performance dashboards
Revenue forecasting and trend analysis
Practice growth and capacity insights
Marketing ROI visibility
Real-time financial data
Multi-location comparison
Industry benchmarking
Get more done every day
Break down big goals into smaller steps and keep momentum with clear priorities.
Stay organized with ease
View all your projects, tasks, and deadlines in one simple dashboard. No more scattered to-dos.
Advisor performance dashboards
Revenue forecasting and trend analysis
Practice growth and capacity insights
Marketing ROI visibility
Real-time financial data
Multi-location comparison
Industry benchmarking
Get more done every day
Break down big goals into smaller steps and keep momentum with clear priorities.
Everything You Need. Nothing You Don’t.
A focused feature set designed for financial professionals—not generic BI teams.
Real-Time Data Sync
Your dashboards update as your data changes. Decisions are always based on what’s happening now.
AI-Powered Insights
Trends, risks, and opportunities surfaced automatically — explained in plain language.
Predictive Analytics
Forecast revenue, growth, and scenarios with confidence — backed by historical data.
Predictive Analytics
Forecast revenue, growth, and scenarios with confidence — backed by historical data.
Predictive Analytics
Forecast revenue, growth, and scenarios with confidence — backed by historical data.
Universal Integrations
Connect QuickBooks, CRMs, custodians, and data sources in minutes — not months.
Custom Dashboards
Build dashboards around how your team works — not rigid templates.
Custom Dashboards
Build dashboards around how your team works — not rigid templates.
Custom Dashboards
Build dashboards around how your team works — not rigid templates.
Performance Tracking
Track advisor, client, and firm performance that actually impacts outcomes.
Performance Tracking
Track advisor, client, and firm performance that actually impacts outcomes.
Performance Tracking
Track advisor, client, and firm performance that actually impacts outcomes.
Automated Reporting
Reports generated and delivered automatically — no spreadsheets, no manual exports.
Automated Reporting
Reports generated and delivered automatically — no spreadsheets, no manual exports.
Automated Reporting
Reports generated and delivered automatically — no spreadsheets, no manual exports.
Enterprise-Grade Security
SOC 2 compliant with role-based access and encrypted data by default.
Enterprise-Grade Security
SOC 2 compliant with role-based access and encrypted data by default.
Enterprise-Grade Security
SOC 2 compliant with role-based access and encrypted data by default.
Preferred Partners
Trusted service providers that help clients act on insights, not just view them.
integrations and growing
Bookkeeping Services
Integrated bookkeeping partners delivering accurate, structured financial data.
Financially Smart
DFO
Bookkeeping Services
Integrated bookkeeping partners delivering accurate, structured financial data.
Financially Smart
DFO
Bookkeeping Services
Integrated bookkeeping partners delivering accurate, structured financial data.
Financially Smart
DFO
CFO Services
Fractional CFOs using FinSights AI to support strategic decision-making.
Financially Smart
DFO
CFO Services
Fractional CFOs using FinSights AI to support strategic decision-making.
Financially Smart
DFO
CFO Services
Fractional CFOs using FinSights AI to support strategic decision-making.
Financially Smart
DFO
Insurance Review
Independent advisors providing unbiased coverage and cost analysis.
Coming Soon
Insurance Review
Independent advisors providing unbiased coverage and cost analysis.
Coming Soon
Insurance Review
Independent advisors providing unbiased coverage and cost analysis.
Coming Soon
Transparent Pricing
Choose the plan that matches your workflow — no hidden fees, no surprises.
For Wealth Management Firms
Essential
$
249
per month
Solo advisors & small teams (1-5 advisors)
Up to 5 advisors tracked
3 integrations (QuickBooks + 2)
Practice Overview Dashboard
Revenue & P&L Dashboard
Advisor Performance (Basic)
Monthly data refresh
Email support (48hr)
Self-service setup
50 GB storage
Professional
Recommended
$
479
per month
Growing practices (6–15 advisors)
Up to 15 advisors tracked
10 integrations (all supported platforms)
200 GB storage
Everything in Essential, plus:
Client Analytics Dashboard
Marketing ROI Dashboard
Forecasting Dashboard
Advisor Performance (Advanced)
Real-time data sync
AI insights & alerts
Priority email support (24hr)
Quarterly business reviews
Enterprise
$
999
per month
Established firms (16+ advisors)
Unlimited advisors tracked
1 TB storage
Add a perk through the property panel
Everything in Professional, plus:
Multi-Location Dashboard
Benchmarking Dashboard
Capacity Planning Dashboard
Custom Dashboard Builder
Predictive analytics
Dedicated account manager
Priority phone support (4-hour response)
Monthly strategy calls
API access
SSO & advanced permissions
Essential
$
249
per month
Solo advisors & small teams (1-5 advisors)
Up to 5 advisors tracked
3 integrations (QuickBooks + 2)
Practice Overview Dashboard
Revenue & P&L Dashboard
Advisor Performance (Basic)
Monthly data refresh
Email support (48hr)
Self-service setup
50 GB storage
Professional
Recommended
$
479
per month
Growing practices (6–15 advisors)
Up to 15 advisors tracked
10 integrations (all supported platforms)
200 GB storage
Everything in Essential, plus:
Client Analytics Dashboard
Marketing ROI Dashboard
Forecasting Dashboard
Advisor Performance (Advanced)
Real-time data sync
AI insights & alerts
Priority email support (24hr)
Quarterly business reviews
Enterprise
$
999
per month
Established firms (16+ advisors)
Unlimited advisors tracked
1 TB storage
Add a perk through the property panel
Everything in Professional, plus:
Multi-Location Dashboard
Benchmarking Dashboard
Capacity Planning Dashboard
Custom Dashboard Builder
Predictive analytics
Dedicated account manager
Priority phone support (4-hour response)
Monthly strategy calls
API access
SSO & advanced permissions
Essential
$
249
per month
Solo advisors & small teams (1-5 advisors)
Up to 5 advisors tracked
3 integrations (QuickBooks + 2)
Practice Overview Dashboard
Revenue & P&L Dashboard
Advisor Performance (Basic)
Monthly data refresh
Email support (48hr)
Self-service setup
50 GB storage
Professional
Recommended
$
479
per month
Growing practices (6–15 advisors)
Up to 15 advisors tracked
10 integrations (all supported platforms)
200 GB storage
Everything in Essential, plus:
Client Analytics Dashboard
Marketing ROI Dashboard
Forecasting Dashboard
Advisor Performance (Advanced)
Real-time data sync
AI insights & alerts
Priority email support (24hr)
Quarterly business reviews
Enterprise
$
999
per month
Established firms (16+ advisors)
Unlimited advisors tracked
1 TB storage
Add a perk through the property panel
Everything in Professional, plus:
Multi-Location Dashboard
Benchmarking Dashboard
Capacity Planning Dashboard
Custom Dashboard Builder
Predictive analytics
Dedicated account manager
Priority phone support (4-hour response)
Monthly strategy calls
API access
SSO & advanced permissions
B2B Licensing
License FinSights for your clients. Transparent per-client pricing.
For CPA & Bookkeeping Firms
Starter
$
399
per month
Up to 10 clients
+$15/mo per additional client
Growth
Recommended
$
799
per month
Up to 25 clients
+$12/mo per additional client
Scale
$
1,499
per month
Up to 50 clients
+$10/mo per additional client
All B2B Tiers Include:
Multi-client management
Partner branding
Client benchmarking
Partner portal
Automated reporting
Priority support
Launching Q2 2026 • Join the waitlist
Starter
$
399
per month
Up to 10 clients
+$15/mo per additional client
Growth
Recommended
$
799
per month
Up to 25 clients
+$12/mo per additional client
Scale
$
1,499
per month
Up to 50 clients
+$10/mo per additional client
All B2B Tiers Include:
Up to 5 advisors tracked
3 integrations (QuickBooks + 2)
Client benchmarking
Partner portal
Automated reporting
Priority support
Launching Q2 2026 • Join the waitlist
Starter
$
399
per month
Up to 10 clients
+$15/mo per additional client
Growth
Recommended
$
799
per month
Up to 25 clients
+$12/mo per additional client
Scale
$
1,499
per month
Up to 50 clients
+$10/mo per additional client
All B2B Tiers Include:
Up to 5 advisors tracked
3 integrations (QuickBooks + 2)
Client benchmarking
Partner portal
Automated reporting
Priority support
Launching Q2 2026 • Join the waitlist
Frequently asked questions
Get answers to commonly asked questions.
How fast can we get started?
Most teams are set up within 24 hours. Connect your data, configure dashboards, and start seeing insights quickly.
What systems does FinSights AI support?
FinSights AI connects with QuickBooks, CRMs, custodians, and other financial platforms. Integration limits depend on your plan.
Is our data secure?
Yes. FinSights AI uses enterprise-grade security, encrypted storage, and role-based access. Enterprise plans support SSO and advanced permissions.
Who is FinSights AI for?
FinSights AI is built for wealth management, CPA, and bookkeeping teams that need clear, real-time insights without BI complexity.
Can we upgrade or change plans later?
Yes. You can upgrade or change your plan at any time as your team grows or your needs change. Your data and dashboards stay intact—no rework required.
How fast can we get started?
Most teams are set up within 24 hours. Connect your data, configure dashboards, and start seeing insights quickly.
What systems does FinSights AI support?
FinSights AI connects with QuickBooks, CRMs, custodians, and other financial platforms. Integration limits depend on your plan.
Is our data secure?
Yes. FinSights AI uses enterprise-grade security, encrypted storage, and role-based access. Enterprise plans support SSO and advanced permissions.
Who is FinSights AI for?
FinSights AI is built for wealth management, CPA, and bookkeeping teams that need clear, real-time insights without BI complexity.
Can we upgrade or change plans later?
Yes. You can upgrade or change your plan at any time as your team grows or your needs change. Your data and dashboards stay intact—no rework required.
How fast can we get started?
Most teams are set up within 24 hours. Connect your data, configure dashboards, and start seeing insights quickly.
What systems does FinSights AI support?
FinSights AI connects with QuickBooks, CRMs, custodians, and other financial platforms. Integration limits depend on your plan.
Is our data secure?
Yes. FinSights AI uses enterprise-grade security, encrypted storage, and role-based access. Enterprise plans support SSO and advanced permissions.
Who is FinSights AI for?
FinSights AI is built for wealth management, CPA, and bookkeeping teams that need clear, real-time insights without BI complexity.
Can we upgrade or change plans later?
Yes. You can upgrade or change your plan at any time as your team grows or your needs change. Your data and dashboards stay intact—no rework required.
Experience
Finsights AI
in Action
See real dashboards powered by your data—no mockups, no filler.