What is the Insider Program?
The Insider Program - Your Process To Embrace Business Intelligence
The Insider Program is your opportunity to shape the future of the accounting industry through a new suite of products called Intelligent Accounting.
These products were designed to bring you financial control over your portfolio of client accounts. Allowing you easily spot opportunities to provide your clients reliable financial analysis and advisory insights.
Intelligent Accounting includes different dashboards and portals for you and your clients. Allowing you to have different levels of access to this cloud-based business intelligence solution.
Controller Report - an automatically generated, and up-to-date financial controller report, for you, of each of your clients.
Management Report - a simplified dashboard for your customers so they can keep track of key KPIs.
Portfolio Management Dashboard (Coming Soon!)- a brand new concept that will allow accountants to manage their full portfolio of clients from one simple dashboard. Providing an unprecedented level of data centralization to enable superior advisory services.
Discover what is included in the Insider Program when you register to get early access!
By joining the Insider Program, you become a member of an exclusive community, dedicated to supporting accountants transitioning into advisory. This will act as your new hub where you can connect, collaborate, and share insights with other accountants experiencing the same journey. You'll be surrounded by business intelligence experts who will guide you through this transition. They will share their real-world experience and expert advice to create a growth plan that's just for you.
You’ll be able to ask questions and discuss ideas, without the risk of random internet trolls degrading the conversation. In the Insider Program, we understand your objectives, and challenges, and work with you to grow your business the smart way!
Think Tank
Intelligent Accounting is more than just a software solution. It's an innovative growth-mindset that is designed to revolutionize the role of accountants. Being part of the Insider Program, you'll shape how this business intelligence solution evolves (before we make it available to the public) via our Think Tank.
You will get as much out of it as you put in! Your voice will be heard through our online forum and voting system, expert-led assessments, and invitations to talk with the team. Through active participation, you will have a direct influence on all improvements and enhancements.
This collaborative process invites you to shape the very tools and features being developed. Ensuring you get a product that meets your needs and addresses any challenges you face. We'll continually refine and enhance our solution, based on your feedback. The Think Tank is how you can be part of a collaborative innovation process that will directly benefit your career.
Discovery Framework
Through our Discovery Framework, we will help you achieve your desired business outcomes based on insights from your business data. You will learn how to identify opportunities, make smart decisions, and nurture business growth for you and your customers.
Redefine Accounting - Together!
All in all, the Insider Program was created to support accountants embrace Intelligence so they can transform their careers and businesses to offer world-class advisory services to their clients. This isn’t just an invitation to an online community, it’s a gateway to shaping the future of your profession.
Join us on this exciting journey and let's redefine the accounting industry together.