Advise brings your financial and operational data together in clear reports and real-time dashboards, powered by an AI analyst that helps you analyse performance and plan ahead with confidence.
See your business clearly
Advise gives you a clear overview of your business in seconds. Automated reports, real-time dashboards, and an AI analyst help you understand what’s happening and act decisively. Everything is built to support fast decisions and steady growth.
Structure your data
Your data, modelled your way without complexity
Advise makes data modelling simple and intuitive. You can drag and drop your accounts into clear categories like Sales, Costs, Payroll, and Overheads, creating a structure that fits your business. The visual editor gives you the flexibility to build reports that fit your business — without added complexity.
Powerful reports out of the box
Advise gives you powerful reports the moment your data is connected. Start with ready-made views designed for fast, reliable analysis:
• Financial Year (Actuals)
• Budget
• Budget vs Actual
• Year-over-Year
• Trailing 12 Months
• Rolling Budget
• Cash flow
• and more
Birgir Ólafsson - CFO, Blue Car Rental
“Advise is a user-friendly, real-time dashboard solution, linked to our accounting system, that provides detailed insight and flexibility. Thanks to Advise, managers across our organisation have gained access to the relevant financials, have a better overview of operations and are more focus on improving operational results.”
Visualisation
Build dashboards in minutes
Advise lets you build dashboards in minutes. Drag and drop widgets to visualise your financial performance exactly the way you want. Because dashboards use data directly from your tables, every report is quick to create, intuitive to use, and always accurate.
Full traceability
See the story behind your numbers
Advise lets you drill down from summary to source in a single click. Every number is fully traceable, revealing the accounts, transactions, and details behind your performance. You get complete transparency and confidence in every analysis.
Access control
Control who sees what with confidence
Advise structures access the way your organisation works. Set permissions at the workspace, monitor, view, or preset level so every team member sees exactly what they need. No more, no less. It’s ideal for multi-outlet businesses, department leaders, project owners, and stakeholder reporting.
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Share professional reports in seconds
Advise lets you share professional reports in seconds. Export your work as PDF, Excel, or CSV, or share it securely with your team based on permissions. It’s ideal for management meetings, board packs, lenders, consultants, and anyone who needs clear, reliable information.