Frequently asked questions

Not at all. Advise is built for non-technical users and removes the traditional barriers of business intelligence. Setting up your organisation and connecting your data is simple and guided. While creating data models may benefit from some financial knowledge, Advise includes smart tools—like AI-assisted categorisation—to support you every step of the way.

Yes. Every new organisation starts with a 15-day free trial of the Starter plan. You’ll have full access to all platform features and can upgrade or cancel at any time.

Only organisation workspaces require a paid plan. Individual users can create an account and join existing teams at no cost.

With Advise, you can:

• Connect your accounting or sales systems in minutes
• Automatically sync up to 5 years of historical data
• Build complete reports like P&L, operational overviews, sales analysis, and balance sheets
• Categorise and model your accounts visually
• Track budgets vs. actuals and compare periods or years
• Drill down to transactions to understand exactly where numbers come from
• Create visual dashboards with drag-and-drop widgets
• Use the Smart Assistant to categorise data, structure reports, and help you interpret the numbers
•  Filter reports by department, project, business unit, or other dimensions
• Share insights securely with your team using controlled access
•  Export board-ready reports to PDF, Excel, or CSV

Advise handles the technical work — syncing, formatting, and storing data — so you can focus on understanding performance and making confident decisions.

Absolutely. You can build dashboards using drag-and-drop widgets based on your financial data. Each dashboard is tailored to your specific needs

Advise syncs your data daily after the initial import. You can also trigger a manual sync at any time.

Advise supports over 20 integrations, including Fortnox, Business Central, Xero, E-conomic, Visma, QuickBooks, and more. You can even import data via CSV.

Up to 5 years of historical data is imported during the initial sync, giving you deep context from the start.

Yes. All integrations use secure protocols (e.g. OAuth), and your data is safely stored within Advise’s infrastructure.

Each subscription includes a set number of Team Seats. You can invite others to your organisation and assign them roles (Owner, Admin, or Viewer) depending on the access they need.

Each team seat can be assigned a role with specific permissions:

• Owner – Can manage billing, invite others, and connect data sources
• Admin – Can access and edit all monitors
• Viewer – Can view only the monitors they’ve been granted access to

Viewer access is set per monitor and can be one of the following:

• Can edit – Full edit access
• Can view – Read-only access
• Not visible – No access to the monitor

Yes. You can upgrade, downgrade, or cancel your plan at any time from your billing settings.

With Advise, you can build complete financial reports and analyse your business from multiple perspectives.

For example, you can create:

• Profit & Loss (P&L)

• Balance Sheet

• Cash Flow

• Financial Year (Actuals)

• Budget

• Budget vs. Actual

• Year-over-Year comparisons

• Trailing 12 Months (TTM)

• Rolling Budgets

• Custom KPI dashboards

• Fully customised financial models
  
  

Each Business Monitor can include structured tables (Actual and Budget) as well as visual dashboards with charts, comparisons, and key metrics.

Yes. Reports can be exported to PDF, Excel, or CSV. You can even prepare print-ready reports for board meetings and stakeholders.

Roger is your built-in AI analyst inside Advise. He works directly with your real business data and report structure.

He doesn’t analyse numbers in isolation.
He understands your full business context, including:

• Connected data sources
• Report structure and categories
• Calculations and KPIs
• Filters, dimensions, and time periods

That means every insight is grounded in your actual reporting logic — not generic assumptions.

You can ask Roger to:

• Explain why performance changed
• Compare budget vs. actual or year-over-year results
• Highlight unusual movements or potential risks
• Analyse trends across trailing 12 months
• Evaluate performance by department, outlet, or business unit
• Summarise results in clear, plain language

But Roger goes beyond analysis.

He can also build and improve your reports. With a single prompt, Roger can:

• Categorise unsorted accounts
• Structure tables
• Add totals and calculations
• Create complete reports such as a Profit & Loss
• Review and refine existing report setups

What normally takes hours of manual modelling becomes a single instruction.

Roger works directly inside Advise — no separate tools, no copy-paste, no context switching.
He works where decisions happen.