Deliver powerful, branded dashboards that elevate every client conversation
Same time zone, same quality, better results
Who Guru Insights Is Built For
Fractional CFO Firms
Managing clients with a limited team can make it challenging to offer the same depth of service that larger firms provide. Guru Insights empowers you to appear more substantial without the need for additional hiring, offering dashboards and optional AI-driven insights that help you compete effectively.
Financial Consulting Firms
Consultants face constant pressure to differentiate. Traditional reporting makes it hard to justify higher fees or stand out against rivals with full data teams. Guru Insights solves this by delivering client-ready dashboards and intelligence without the costly overhead.
Bookkeeping
Firms
Compliance and data entry are increasingly commoditized, and clients now expect more. Shifting into advisory is tough without disrupting your current workload or adding expensive hires. Guru Insights makes the move seamless, letting you keep bookkeeping revenue while layering in advisory insights.
Not a Fractional CFO, Financial Consultant, or Bookkeeper? No worries! Our concierge service is here to collaborate with you in creating dashboards tailored to the unique realities of your clients’ world, ensuring that your insights consistently resonate and deliver value.
The Benefits of Guru Insights
Guru Insights turns static reporting into dialogue that firms can use to deliver strategic guidance instead of just transactional reporting. This goes above and beyond static reporting—turning data into conversations.
Each client gets a set of standard dashboards across four focus areas:
Executive Insights
Cash flow forecasting, profitability, and trend analysis.
Sales Insights
Revenue growth, customer acquisition cost, and pipeline visibility.
Customer Insights
Retention patterns, lifetime value, and churn analysis.
Operational Insights
Cost optimization, efficiency metrics, and resource utilization
The platform integrates directly with Quickbooks, and is easily expandable to Xero, Stripe, Shopify, Toast and many other popular financial and operational platforms, eliminating the need for manual data preparation. Firms simply provide client credentials, and within two weeks, the dashboards are live, fully white-labeled with the firm’s branding.
Beyond dashboards, Guru Insights includes an optional AI assistant that helps users understand and navigate the numbers—helping to create a dialogue with the data. This allows advisors to walk into client meetings with clear talking points, recommendations, and alerts about opportunities or risks.
The result is advisory-ready intelligence that helps firms win more business, scale without hiring, future-proof against AI disruption, and consistently impress clients in monthly or year-end reviews
Features
Essentials
Gives your clients instant clarity on their business—total sales, costs, profit, and performance against targets—all in one interactive dashboard. With breakdowns by product, category, and customer, you replace static spreadsheets with real-time insights that make you the advisor they can’t run their business without.
Performance
puts profitability front and center—showing gross, operating, and net profit at a glance. With breakdowns by product and customer, you instantly see where margins are strongest, which clients drive profitability, and where costs are cutting into growth. Instead of just reporting results, you guide clients toward smarter decisions that maximize profit.
Liquidity Pro
Gives clients the power to see the future of their business with what-if cash flow and profit analysis. By adjusting sales and cost variables, they can instantly forecast new profit and cash positions, turning uncertainty into clarity. With side-by-side actual versus forecast views, you help clients anticipate challenges, manage liquidity, and make smarter financial decisions before problems arise.
Your first client transforms from reporting to advisory in less than 2 weeks.
See Guru Insights in Action!
Built to strengthen your client trust through
Smarter data, faster insights & effortless collaboration
Turn Data Into Decisions
Replace static reports with insights that drive growth.
Leverage AI for Faster Insights
Natural-language talking points and recommendations at a click.
Whitelabel Branding
100% your firm’s brand, not another tool.
Tailored for Every Industry
Dashboards adapt to your clients’ world.
Watch Guru Insights in Action
See how Guru Insights turns dashboards into clear growth opportunities, risk alerts, and client-ready insights.
Guru Insights walkthrough.
Coming soon.
Client Impact
From Data Entry to Advisory in Just 2 Weeks
Share your firm’s brand assets
Logo + colors
Provide client platform credentials
QuickBooks, Xero, Stripe, Shopify —data you already have
Our team does the rest
Building dashboards, syncing systems, and delivering insights
Your first client transforms from a bookkeeping account to an advisory relationship in less than 2 weeks.
Pre-built dashboard packs + custom dashboard included
Built and supported by economists, engineers, and analysts
Designed specifically for accounting and financial consulting firms
Client Success Story Coming Soon
“Guru Insights made our firm indispensable. We no longer report numbers—we deliver strategy. Clients see us as partners in growth. ” (Highlight testimonial)
Explore Our Articles & Case Studies
See how we’ve helped firms across industries transform their data into measurable business outcomes.
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FAQ
What exactly is Guru Insights?
Guru Insights is a data intelligence platform that transforms financial data into dynamic, decision-ready dashboards — empowering firms to deliver faster, smarter advisory services.
How is Guru Insights different from tools like Power BI or Tableau?
While BI tools focus on visualization, Guru Insights delivers a ready-to-use, advisory-focused layer built specifically for financial and consulting firms. It comes pre-configured with KPIs, financial logic, and integrations — no coding or setup required.
How fast can we implement it?
Most clients start generating insights within two weeks, thanks to our pre-built data models and seamless integration process.
What kind of ROI can we expect?
Clients typically see measurable time savings (30–50% reduction in manual reporting) and stronger client engagement through automated, real-time insights.
Can Guru Insights help us win and retain more clients?
Absolutely. Firms using Guru Insights report better client satisfaction, stronger advisory positioning, and new opportunities through data-driven recommendations.
What integrations are available?
Guru Insights connects with leading accounting, ERP, and CRM systems — including QuickBooks, NetSuite, Xero, and Salesforce — plus custom integrations on demand.
Who owns the data and configurations?
Your firm retains full ownership of all data and custom setups. Guru Insights only processes information securely within your environment.
Is the platform secure?
Yes. We follow enterprise-grade security standards including encrypted data transfer, role-based access, and compliance with SOC 2 and GDPR best practices.
Is this another SaaS subscription our clients need to manage?
No — Guru Insights is a white-labeled platform that your firm manages. Clients access dashboards under your brand, not ours.
What level of support can we expect?
We provide full onboarding, training, and ongoing support from our data experts to ensure your team gets value from day one.
another option – just 5Q
Ready to Transform Your Client Experience?
Still have questions? Our team is ready to provide personalized answers and demonstrate exactly how Guru Insights can elevate your firm’s competitive positioning.