S&B Insight

Helping business and accountants achieve more value.

1 follower

Helping business and accountants achieve more value.

1 follower

My product allows accountants to scale contextual financial guidance to external business clients. Internal corporate CFO's can also use the platform to scale financial advice to the CEO or key employees. Key features include audit logs, dual customized portals for the accountant and the business user, accountant sign-offs, and an embedded framework allowing input of contextual advice. Please view the demo embedded within the website. Hope you enjoy

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Launch tags:User Experience•SaaS•Accounting

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Getting quality business financial advice is expensive, and most businesses cannot afford a full-time CFO or high-quality ongoing financial advice. In addition, the services accountants provide, which are usually bookkeeping, tax preparation, and audit, are becoming highly commoditized due to AI tools, requiring accountants to move towards advising clients to preserve their value and unlock new revenue streams. My end goal is to create a platform where businesses can get high-quality contextual financial advice for their specific need from their accountant, and also help the accountant transition into an advisor instead of focusing on pure compliance.

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1mo ago

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1mo ago

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My product helps accountants to scale contextual financial advice with external business clients, and can also be used internally between the CFO and internal employees. Business users can get high-quality contextual financial advice at scale, hopefully at a lower cost

And accountants can transition to become advisors, apart from doing pure compliance.

Let me know what you think of the product and I appreciate any feedback.

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