Adrian Johnson
TLDR:
SOBI Analytics is an AI-driven platform designed for Client Advisory Services (CAS) accounting firms. It features real-time financial and non-financial performance indicators, customizable reporting templates, industry benchmarking, and integration with CRM and payroll solutions. The platform offers a free version with limited features and a professional version priced at $249 per month, which includes additional features like sales and marketing integration.
Key Elements:
- SOBI Analytics is an AI-driven platform tailored for CAS accounting firms
- Features include real-time financial and non-financial performance indicators, customizable reporting templates, and industry benchmarking
- Integration with CRM and payroll solutions allows for gathering sales and marketing data
- Free version available with limited features, professional version priced at $249 per month
The analysis covers the various features of SOBI Analytics, its pricing structure, integration capabilities, and the importance of real-time financial reporting for advisory services. The podcast hosts, Randy Johnston and Brian Tankersley, provide insights into the platform’s functionalities and discuss its suitability for CAS accounting firms.
