Financial clarity for professionals
Easily monitor client or company financial health in one place. Access real-time metrics, industry benchmarks, and tailored recommendations to strengthen decision-making. Deliver consistent, high-quality advisory services at scale without sacrificing precision or control.
Empower smarter financial decisions
Empower Smarter Client Advisory
Everything accountants and finance leaders need to deliver high value insights at scale. Gain instant visibility into client performance, access actionable recommendations, and maintain full control over every engagement with ease.
- Gross Profit Margin
- Advise clients on ways to increase the value they keep from their sales.
- Net Profit Margin
- Guide clients towards strategies that improve their overall profitability.
- Operating Margin
- Helps clients run their operations more efficiently to retain more profit.
- Current Ratio
- Recommend steps to ensure clients can comfortably meet short-term obligations.
- Working Capital
- Offer suggestions to strengthen day-to-day financial flexibility.
- Debt-to-Equity Ratio
- Provide Insight on maintaining a healthy balance between debt and investment.
- Day Sales Outstanding (Accounts Receivable)
- Coach clients on improving payment collection times for healthier cash flow.
Frequently Asked Questions
- What financial metrics can I track my clients?
Our platform lets you monitor metrics such as Gross Profit Margin, Net Profit Margin, Operating Margin, Current Ratio, Working Capital, Debt-to-Equity Ratio, and Day Sales Outstanding. Each metric is paired with editable thresholds and space for you to provide tailored advice, so your clients receive insights directly from you.
- How do I get started as a professional user?
Create an account and set up your dashboard. Clients can input their own data and are guided through each step, or you can walk them through the process yourself. From there, you can adjust metric thresholds, add advisory notes, and start delivering consistent, high-value recommendations to all your clients in one place.
- Is client financial data secure?
Yes. We use industry-standard encryption and strict access controls to ensure that all client financial information remains secure and private.
- Can I integrate my own industry benchmarks?
Absolutely. You can edit thresholds, input sector-specific benchmarks, and tailor recommendations to reflect on the industries your clients operate in.
- What kind of support is available for professionals?
Our team offers live chat and email support to assist with onboarding, dashboard setup, and best practices for delivering advice on scale. You’ll also have access to our help Centre for guides and client-facing resources.
- How much does it cost?
We offer a free trial so you can test the full range of features. After the trail, you can choose a subscription plan suited to your client base and workflow.
Boost your client impact. Start using our platform today.
Empower your practice with instant financial insights, configurable dashboards, and customizable advisory recommendations. Set your own metric thresholds, deliver tailored guidance, and manage multiple clients with ease, all in one place. Join S&B Insight to make faster, data-driven decisions and scale your advisory services with confidence.