From Compliance
to Advisory
You didn’t build your firm just to file, reconcile, and repeat. Today’s clients expect more, more insight, more clarity, and more guidance to run better businesses. SOBI Analytics gives accounting and advisory firms the tools to meet that demand without extra staff or complexity.
It’s advisory-ready intelligence that strengthens client relationships, grows recurring revenue, and elevates the value of your firm.
SOBI Analytics Powers Advisory Growth
Automated Financial Intelligence
Eliminate time-consuming reporting with AI-powered data sync and analysis.
Real-Time Client Insights
Deliver up-to-date financial and non-financial visibility that drives better conversations.
Predictive and Prescriptive Analytics
Anticipate what’s ahead, understand the drivers behind performance shifts, and take informed, strategic action before issues escalate.
KPI Tracking and Benchmarking
Monitor performance and compare results against industry standards.
Scalable CAS/CAAS Delivery
Expand your advisory services without adding headcount or building tools in-house.
Elevate Your Firm. Expand Your Impact.
Launch or scale Client Advisory Services (CAS) faster
Lead more strategic, insight-driven client discussions
Unlock new advisory revenue without increasing overhead
Reduce manual work across your team
Partner with a platform built for modern CAS/CAAS firms
Why SOBI Analytics Over Spreadsheets?
Spreadsheets look backward. SOBI Analytics helps your firm plan forward.
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Automates both financial and non-financial data collection and analysis
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Enables fast accurate forecasting and scenario planning
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Detects early signs of client drift or opportunity
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Delivers clear, reliable client-ready reports with no extra formatting
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Frees up time so you can focus on strategy and service delivery
"SOBI is exactly what our membership is looking for. We've tried others, but none deliver what is needed."
Joe Woodard
CEO, Woodard
"My key takeaway from AI Unchained was SOBI!"
Bernadette Amos
MKBA Inc.
"I highly, highly recommend SOBI Analytics if you are trying to get a handle on what your business needs."
Billie Anne Grigg
Profit First Professionals
Deliver strategic insight without the overhead
Try SOBI Analytics free for 14 days. No credit card required.
SOBI Analytics helps accounting and advisory firms deliver strategic insight, deepen client trust, and scale advisory services with confidence.
Not Yet Ready for a Trial Run?
Contact us for a free demo of SOBI Analytics