finsight

See where growth is coming from — and how to double it.

Pipeline intelligence designed for financial advisers, accountants & brokers who want their next stage of scale.

No credit card. No setup time. Just clarity.

Big data insights. Rocket fast implemenation.

Make spending & hiring decisions with confidence

No more end-of-month surprises

Double down on what’s actually working

Identify process friction and fix bottlenecks fast

Create accountability without confrontation

Identify the trends and manage the workload.

No workflow rebuild. No CRM migration.

Just better decisions from the data you already track.

/month

One account. Use it with your whole team.

Fully customisable - design track your funnel.

Revenue projections.

Referral & client trigger tracking.

Pre-payments and deposits.

Month to month cashflow tracking

Conversion rates and projections.

Median & mean fees, upfront and ongoing