From Compliance
to Advisory
The role of accountants is evolving, and clients need insights, guidance, and strategic advice to navigate their businesses successfully. SOBI empowers accountants to meet these demands without additional effort, staff, or learning curves—just better service, happier clients, and increased revenue.
How SOBI Helps Accountants
Automated Financial Intelligence: Free yourself from manual reporting and data crunching with AI-driven automation.
Real-Time Insights: Provide clients with dynamic, up-to-date financial intelligence rather than outdated reports.
Predictive Analytics: Spot trends, risks, and opportunities before they happen to guide proactive decision-making.
Benchmarking & KPI Tracking: Compare client performance against industry standards and set measurable goals.
Scalability Without Hiring: Expand your advisory services without additional staff or increased workload.
The Benefits for Your Firm
Fast-Track Your CAS Offering
Simplify Client Conversations
Upsell & Grow Your Revenue
No Extra Staff Required
Your Partner
(Not Just a Vendor)
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!
"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