FinSight. Financial analysis that gives accounting firms decisions, not just reports.
FinSight is a financial analysis app for accounting firms serving small-business clients. An accountant imports a client's numbers and configures an analysis, and the app answers four questions: where the business is today, where it is headed if nothing changes, what would actually move the needle, and how it compares to where it should be. Industry profiles tune the metrics and benchmarks per sector. Built on Next.js and Cloudflare Workers; the client's financial data is analyzed in the browser.
Highlights
- Answers four questions: where you are, where you're headed, what moves the needle, and the gap to target
- Imports CSV or Excel, with a section-aware classifier that maps accounts automatically
- Six industry profiles tune operational metrics and benchmarks per sector
- Interactive dashboards and projections built for client conversations
- Financial data is analyzed in your browser, not sent to a server
Screenshots
How to use FinSight
Open the app and sign in with a one-time code sent to your email.
Import a client's financials from a CSV or Excel export.
Pick the matching industry profile so metrics and benchmarks fit the business.
Review the dashboard: current position, projection, levers, and benchmark gap.