
Gain Financial Clarity.
Act with Confidence.
Leading a business requires more than monthly reports. You need to understand where the business is headed, recognize risk early, and make decisions with confidence as conditions change.
SOBI Analytics works 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 ongoing guidance so decisions are deliberate, timely, and grounded in reality - not reaction.
SOBI Analytics Supports Business Leaders
Financial Visibility That Matters
See what’s happening across cash flow, profitability, and performance without digging through reports.
Forward-Looking Planning
Use AskSOBI to evaluate scenarios, test assumptions, and understand the impact of decisions before they’re made.
Performance Monitoring
Track tailored KPIs and surface issues early, before they become problems.
Clear, Actionable Insight
Move beyond raw numbers to focused guidance that supports better decisions.
Works With What You Already Use
SOBI Analytics fits alongside existing systems and replaces fragile spreadsheet workflows.
What You Gain with SOBI Analytics

Faster, more confident decision-making

Greater control over financial performance and risk

Clear visibility across teams and departments

Scalable insight without adding headcount or heavy systems

Built for growth-focused businesses where leadership needs clarity, not complexity.
Our Business Client Success Story:
A long-established professional services firm was preparing their business for sale. The current business valuation was $3m, and they wanted to increase this to $10m within 3 years, to secure maximum value from the business.
They used SOBI Analytics to help them to achieve their goal.


"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
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