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, with per-firm data isolation enforced at the database level.
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
- Per-firm data isolation with row-level security; client data is never used to train AI or sold
Screenshots
How to use FinSight
Open the app and click Explore the live demo — one click, no email, into a sample firm.
Open the seeded client, Bella Roma Pizza #42, a franchise restaurant with a year of financials.
Review the dashboard: current position, projection, levers, targets, and benchmark gap.
Try a what-if scenario, or import your own CSV/Excel into a new client to see the mapping flow.