AskSOBI 
The Wise Advisor

Who delivers actionable business guidance

For Accountancy Firms

THE OFFERING

Your Advisor that never sleeps

An Improved Revenue Stream for Accountants powered by technology and AI to deliver human wisdom.

Margin Comparison YoY Sales & Cash Receipts Cash Run Rate Customer Lifetime Value Top Revenue Generating Customer Sales Growth Rate MoM Growth in Overhead Cost
Margin Comparison YoY
Sales & Cash Receipts
Cash Run Rate
Customer Lifetime Value
Top Revenue generating Customer
Sales Growth Rate MoM
Growth in Overhead Cost
Predictive Planning
Bespoke KPIs
Outlier Alert System
Advisory Reports

THE FRAMEWORK

AskSOBI Growth Advisory SystemTM

 

The heart of AskSOBI is a proven five-step advisory workflow that delivers Structure and Clarity.