Sharper Insights. Smarter Decisions.
SOBI Analytics™ helps service-minded finance professionals and business leaders cut through outdated reports and disconnected data. With real-time visibility, predictive analytics, and advisory-ready insights in one platform, you can lead with clarity—and act with confidence.
1
Predictive
Analytics
See what’s coming, before it happens. SOBI Analytics uses trend analysis and AI-powered forecasting to help you model different futures, prepare for change, and guide smarter decisions.
2
Performance
Monitoring
Stay on track with real-time visibility into your most important metrics. SOBI Analytics tracks key signals from across your data to alert you early when performance starts to drift, so you can adjust before problems escalate.
3
Prescriptive
Guidance
When things go off course, SOBI Analytics doesn’t just tell you what happened—it helps you decide what to do next. Get clear, data-backed recommendations tailored to your financial reality.
One Platform. Unified Foresight.
Unified foresight means transforming scattered data into one forward-looking view that works for all stakeholders, accounting firms, business owners, public finance managers, and private equity teams. SOBI Analytics integrates financial and non-financial data to deliver forecasting performance alerts, and AI-driven recommendations in a single, easy-to-use platform.
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Replace reactive reporting with insight you can act on today.
Why SOBI Analytics Over Spreadsheets?
Most reporting tools are built to look backward. SOBI Analytics helps you move forward.
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Automates financial and non-financial data collection and analysis
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Delivers dynamic forecasts and scenario models in just a few clicks
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Flags early signals when performance starts to drift
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Creates visually clear reports clients and teams can easily understand
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Reduces manual work so you can focus on strategy, not spreadsheets
How it Works
SOBI Analytics turns complex financial analysis into a streamlined, four-step process:
Connect Your Data: Connect your accounting system and key data sources. SOBI pulls in financial metrics, headcount, and sales funnel data, organizing it for deeper analysis you can’t get from spreadsheets alone.
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Customize Your Reports: Use pre-built templates or create dashboards tailored to the metrics that matter most. Track industry-specific KPIs and benchmark your performance against competitors for sharper insight.
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Gain Real-Time Insights: SOBI delivers clear forecasts, performance alerts, and intelligent recommendations so you can spot trends and risks early.
Share and Act: Create client-ready reports, guide conversations, and make confident, well-informed decisions backed by real data.
Who We Serve
Accountants & Advisory Firms
Bookkeepers, CPAs, and CAAS practices use SOBI Analytics to transition from compliance tasks to strategic advisory.
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Automate recurring reporting
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Deliver forecasting and scenario plans
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Strengthen client relationships through deeper financial insight
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Scale high-value services without adding staff
SOBI Analytics helps you become the trusted advisor your clients rely on.
Business Leaders and Private Equity Firms
SOBI Analytics delivers clarity and control to CFOs, operating executives, and portfolio managers driving performance across teams and entities.
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Monitor performance in real time
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Model growth, risk, and exit scenarios with precision
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Standardize reporting across subsidiaries or investments
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Make faster, smarter financial decisions
SOBI Analytics is built for decision-makers who need foresight, not just reports.
Why Choose SOBI Analytics?
Forecast with Confidence
AI-powered models and what-if scenarios to plan for growth or risk.
Track What
Matters
Real-time dashboards customized to your goals and KPIs.
Engage
Proactively
Deliver timely insights that build trust and drive better conversations.
Enable Strategic Advisory
Tools designed to help accountants and CAS firms lead with insight.
Scale Without Complexity
Grows with your firm or business, simple to set up and easy to use.
Integrations
