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Direction,
Not Guesswork
Know where you’re headed, and whether you’re still on track. SOBI Analytics provides a clear financial roadmap tied to your goals. Each month, you know what matters now, how current performance compares to the plan, and whether you’re still moving in the right direction.
Early Warning,
Built In
See drift early, before it becomes damage. Our advisory system continuously monitors performance and surfaces meaningful signals as conditions change. When assumptions break or momentum slows, you see it early, while there’s still time to adjust.
Guided Course Correction
Clear guidance on what to do next. When performance shifts, SOBI Analytics doesn’t stop at explanation. Each monthly cycle delivers focused insight and clear next steps so leadership knows where to act to stay aligned with the plan.
Reports Explain the Past.
Direction Determines What’s Next.
Most organizations don’t struggle because they lack data or reports. They struggle because they lack a reliable way to stay aligned to their goals as conditions change.
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Plans are created, but momentum fades.
Early warning signs appear, yet action comes too late.
Decisions become reactive instead of deliberate.
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Most services stop at reporting or offer inconsistent advice. For those responsible for outcomes, that uncertainty is costly.
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We exist to remove it.
Business Advisory, Delivered as a Service.
SOBI Analytics delivers ongoing financial and business guidance through a structured, repeatable advisory system.
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No software to learn or manage
Not bookkeeping, accounting execution, or compliance
Not one-off advice that fades between meetings​
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We sit above reporting and execution to provide what most organizations never get: clear direction, early warning, and disciplined course correction delivered every month.
Behind the scenes, technology, AI, and experienced financial judgment power the system.
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We deliver clarity you can act on.
A Clear Roadmap. Focused Insight. Practical Next Steps.
Each month, SOBI Analytics delivers a forward-looking advisory output designed to answer the questions most services leave unanswered:
Are we on track to our goals?
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Where are we drifting?
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What matters right now?
What needs to change next?
Not a traditional financial report, but a living roadmap reflecting current performance, changing conditions, and agreed priorities.
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As new information emerges, inputs are fed back into the system, so targets, assumptions, and actions stay aligned. Course corrections happen early before small issues become big problems.
Who We Serve
Accountants & Advisory Firms
Advisory That Scales:
SOBI Analytics supports accounting, bookkeeping, and advisory firms that want to deliver consistent, defensible advisory services across clients.
We provide a structured system and monthly advisory output that removes reliance on individual expertise and ad hoc processes.
Our approach allows firms to deliver ongoing guidance with confidence and consistency without designing methodologies, rolling out complex software, or risking uneven advisory delivery.
Business Leaders
Clarity Without Guesswork:
We work with business owners and executive leaders who are accountable for results but lack a reliable financial operating rhythm.
We provide a clear roadmap, early warning, and monthly guidance so decisions are made deliberately, not reactively.
Our role is to help you know where the business is headed, whether it is still on track, and what needs to change as conditions evolve without managing tools or building internal finance infrastructure.
Why Choose SOBI Analytics?
System, Not People
Consistent advisory delivery that does not depend on individual experience or availability.
Early Warning
Identify drift early so adjustments happen before issues escalate.
Monthly Direction
Clear priorities and guidance delivered every month,
not episodically.
No Tool Burden
Grows Clarity and direction without learning, managing, or maintaining complex software.
Advisory Delivered
Ongoing guidance that shows whether you are on track and what
to do next.
Integrations
