1
Predictive
Analytics
Anticipate future trends and help business owners chart a clear path toward their goals.
2
Performance
Measurement
Track key milestones and receive proactive alerts when the business starts to drift off course.
3
Prescriptive
Analytics
Identify issues and receive
real-time guidance to get your business back on track.
SOBI vs Manual
Say goodbye to tedious spreadsheets and time-consuming financial analysis.
SOBI automates data collection, reporting, and insights, freeing you from manual processes so you can focus on growing your business - or simply enjoy more time doing what you love!
How it works
Automate the Process: SOBI compiles, analyzes, and enhances financial data with CAS expert insights.
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Select Your Reports: Choose from a range of pre-built advisory reports tailored to your clients’ needs.
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Deliver High-Value Advice: Provide clients with clear, easy-to-understand financial guidance that helps them make better business decisions.
Why Choose SOBI?
Financial Forecasting & Scenario Planning
Custom Performance Analysis
For Accountants Transitioning to Advisory Services
Proactive Client Engagement & Trust Building
Scalability for Businesses of All Sizes
Integrations
