COCKPIT
Steer your client portfolio
Monitor your clients, spot their needs and grow your advisory engagements.
4.9 / 5
From client monitoring to growing your advisory practice
Centralize your portfolio
See the key indicators of all your clients on a single screen.
Spot client needs
Identify risks and advisory opportunities.
Grow your advisory engagements
Structure your proposals and track how they turn into signed engagements.
A cockpit for every step of your advisory approach
A global view of your portfolio
See the key indicators of your clients: revenue, EBITDA, net income and cash. Compare periods and spot the clients to watch.
Customizable alerts
Set your signals and thresholds to detect your clients' risks and advisory needs.
Engagements tailored to client needs
Identify the relevant services: reporting, cash monitoring, budget, business plan or valuation.
Proposals ready to customize
Rely on email and engagement letter templates to start the conversation with your clients.
Opportunity and engagement tracking
Follow every step, from the detected opportunity to the signed engagement, and see the related fees.
They grow their advisory engagements with Finthesis
Reviews
“Whenever I demo Finthesis, every prospect tells me it is exactly what they need: it is a real selling point at Naka.”
Your advisory approach in 3 steps
Step 1
Centralize your data
Import your clients from your compatible accounting tools and see the main indicators of your portfolio.
Step 2
Spot needs and prepare your proposals
Identify opportunities thanks to the signals you set up and prepare a proposal tailored to each client.
Step 3
Track your engagements
Manage opportunities, commercial proposals and ongoing engagements from a central pipeline.
Frequently asked questions
Who is the Finthesis cockpit for?
It is designed for accounting firms that want to monitor their client portfolio and grow their advisory engagements.
Which indicators can be tracked?
The cockpit tracks revenue, EBITDA, net income and cash, among others, and lets you compare different periods.
How does signal detection work?
The cockpit relies on configurable rules to highlight risks and advisory opportunities.
Which engagements can be identified?
Reporting, cash monitoring, budget, business plan, valuation and other engagements that fit the detected needs.
Can the cockpit be customized?
Yes, signals, thresholds and engagement settings can be adapted to the way your firm works.
Can sales opportunities be tracked?
Yes, a pipeline tracks engagements from the detected opportunity to the signature and shows their progress.
Ready to grow your advisory engagements?
Spot your clients' needs and offer the right support
You haven't seen everything yet
Reporting
Create your financial analyses and benchmarks in no time, without manual formulas, ready to share.
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Cash management
Connect bank accounts, categorise transactions automatically and manage the cash position in real time.
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Forecasts
Model your scenarios and adjust your assumptions for simple, fast, and perfectly structured forecasts.
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