Client Insight: A New Way of Reporting
The product born from accountant pain and business reality
Let us be honest. Running a business right now is not exactly a gentle stroll through reconciled fields of joy. It is fast paced, noisy, and relentlessly demanding. And for accountants supporting those businesses, the pressure is dialled up even further.
Clients want answers. They want them quickly. They want them clearly. And they want them before the month has already slipped through their fingers.
This is precisely why Client Insight exists. Not as another shiny report. Not as a data dump. But as a genuinely useful way for accountants to deliver meaningful insight at the speed modern businesses actually operate.
Currently in beta and gearing up for full release, Client Insight is already making a confident entrance into the beanieverse, powered by a very clever beanie who does not sleep, eat, or ask for annual leave
Built from lived experience, not theory
Client Insight was not dreamed up in a vacuum. It was built from real conversations with accounting firms and from the lived experience of running a business that relies on accounting services.
As discussed in our recent webinar, the problem is not a lack of data. Cloud accounting platforms do a fine job of collecting numbers. The issue is timing, clarity, and relevance.
Traditionally, businesses receive reports that are backward looking, often weeks after the fact. By the time a business owner sees them, the month is already well underway and any opportunity to influence outcomes has largely passed.
Client Insight flips that on its head.
Real time insight, not historical hindsight
Client Insight is designed to work alongside continuous close processes, meaning the data is as close to real time as possible. This allows accountants to move away from the monthly scramble and instead provide ongoing visibility into how a business is actually performing.
Revenue trends. Cost drivers. Gross margin movement. Cash flow direction. Not buried in spreadsheets, but surfaced clearly, with context, and with explanations that make sense to non accountants as well as seasoned finance professionals.
It is fast food accounting in the best possible way. Nutritious. Immediate. And surprisingly satisfying.
The beanie doing the heavy lifting
At the heart of Client Insight is a beanie that does what accountants should not have to do repeatedly.
Once the report is configured, it can be scheduled to run automatically. Weekly. Monthly. Or whenever makes sense for the client. The beanie prepares the report, generates the insights, highlights risks and opportunities, and delivers it straight to the client without the accountant needing to rebuild anything each time.
This means accountants can focus on exceptions, conversations, and real advisory work rather than spending hours producing and checking reports.
Insight clients actually understand
One of the most powerful aspects of Client Insight is how it speaks to business owners.
The report opens with a clear snapshot of key performance indicators, immediately showing what has increased, what has declined, and what needs attention. From there, AI driven financial insights explain what is happening and why, including risks such as slow customer payments or rising operating costs, and opportunities like improving credit control or reducing expenses.
This is not about telling clients what already happened. It is about giving them early warning signals so they can act while it still matters
