Our ambition is to be the #1 Business Advisory and Management Reporting solution globally!

 

Instant Insight is a cloud-based solution designed  specifically for
Accounting Professionals and Business Owners.

We focus on Business Advisory / Business Reporting / Dashboards and Business Fundamentals.

  • Instant Insight synchronizes with Quickbooks, Xero, Sage Business Cloud, MYOB Classic and Reckon accounting systems and presents the accounting data in a “business management view” rather than a “tax view”.
  • We focus on Business Advisory / Business Reporting / Dashboards and Business Fundamentals.
  • Most Business Owners can’t read their Profit & Loss or Balance Sheet and don’t know what they are for, other than reporting a profit or a loss, and often for last year or even longer.
  • Accounting systems were designed for Invoicing, Stock Control and Payroll. It was to help Accountants work out how much tax a business owes.
  • This doesn’t help the business owner as much as it should, it is for the benefit of the tax department.
  • We strongly believe that every business needs all of the help that they can get. That is why we developed Instant Insight. To help a Client see a view of their business that they have probably never seen before. All in one place!
  • For Accountants and Finance Professionals, this is the perfect foundation for Management Reporting and for Business Advisory. Provide every Client with the path to success!
  • As a business owner, get help from your accountant, or freelance CFO, by telling them about Instant Insight and insist on a monthly report with their commentary on what needs attention. Follow this up with a quarterly review meeting and you are on the path to success!