Available reports and KPIs
What is the desired reporting frequency?
Can we upsell based on used software subscription
Customer info (regions, cities, branches)
Accountancy firm internally
Billablity
Outstanding Accounts Receivable / Payable
Consolidation Reports (with automated elimination)
Cashflow Statements
PNL and Balance Statements
Financial KPIs
Financial Performance
Billablity
In progress work
Revenue
Active Matters
Active Clients
Margins
Hours
Production & Performance figures
Billablity
Cleversight
Creating clear insights for
clever business decisions
Connect & combine the right software with ease
and get clear insights
Learn how to use and uncover the true potential of your organization.
Want a demo?
Our customers
Companies that get results
with Cleversight
Upscale sales
Upscale sales by tracking active reseller software subscriptions for accountancy firms by automatically getting active subscriptions from software vendors.
Automatically getting active subscriptions
Decrease workload
Decrease workload by automated and templated reporting solutions so that the financial professional can fully focus on their advisory role instead of recreating excel reports.
Automated and templated reporting
Improve clients financial performance
Improve clients financial performance by more regular and deepen reporting so that they value their financial professional more.
More regular and deepen reporting
Discover upsell opportunities in a smart way
Reduced workload and increased advisory tasks
Improve clients financial performance
data-driven
Learn how to use and uncover the true potential of your organization.
Want a demo?
Our customers
Companies that get results
with Cleversight
What is the desired Reporting Frequency?
Which Software subscriptions do my
customers have? Can we upsell?
Regions, Cities, Sectors, Branches
Customer Information
Benchmark figures
Benchmarking
Sales KPIs
Marketing KPIs
Marketing & Sales
Performance Figures
Production
Outstanding Accounts receivable / payable
Cashflow statements
PNL and Balance statements
Financial KPIs
Consolidation reports
(with automated elimination)
Employee performance
Cleversight
Creating clear insights for
clever business decisions
Available reports and KPIs
Connect & combine the right software with ease
and get clear insights
Improve invoicing speed
Upscale sales by tracking active reseller software subscriptions for accountancy firms by automatically getting active subscriptions from software vendors.
Automatically getting active subscriptions
Decrease workload
Decrease workload by automated and templated reporting solutions so that the financial professional can fully focus on their advisory role instead of recreating excel reports.
Automated and templated reporting
Improve clients financial performance
Improve clients financial performance by more regular and deepen reporting so that they value their financial professional more.
More regular and deepen reporting
Discover upsell opportunities in a smart way
Reduced workload and increased advisory tasks
Improve clients financial performance
data-driven