Meet your expertly trained Advisory assistant
Generic AI tools are impressive. But they are not built to support strategic decision making.
AI-POWERED DECISION SUPPORT FOR GROWTH ADVISORY
AskSOBI is an AI-powered Decision Intelligence platform that transforms business data into meaningful insights and actionable guidance.
Designed to complement the expertise of accounting professionals and fractional CFOs, AskSOBI helps answer what happened in a business, why it happened, what opportunities and risks are arising and what to do about it next.
What AskSOBI does:
- Connects to data: Brings together information from existing accounting software and relevant business sources.
- Makes performance clearer: Analyses financial trends, KPIs and the factors influencing business results.
- Supports forward planning: flags risks early and recommends practical next actions for you to take into your next client meeting
- Turns insights into guidance: Provides on-demand answers and structured advisory reports to support informed decisions
Connects to the tech stack
Xero, QuickBooks, and Excel today. Many more integrations on the way.
The comparison
The difference is Decision Intelligence.
Dashboards show you what happened. Generic AI answers generic questions. AskSOBI tells you what it means and what to do next - based on your client's data and the goals you set together.
| Capability | Generic AI | AskSOBI |
|---|---|---|
| Knows your data | No - trained on public data only X | Connected to live data
✓
|
| Business-specific answers | General guidance, not specific to you X | Precise answers based on your chosen metrics
✓
|
| Early warning system | No - reactive only X | Yes - proactively alerts you of any drifts in the client's business
✓
|
| Structured advisory output | Conversational responses X | Structured advisory reports
✓
|
| Bespoke KPI tracking | No - generic dashboards X | Yes - Bespoke KPIs to suit each client's business
✓
|
| Predictive planning | Speculative - not data-driven X | Forward looking answers from actual business data
✓
|
| Accountant integration | No native partner workflow X | Fit-for-purpose for Advisory delivery
✓
|
Scale and monetise the delivery of Growth Advisory.
Decision Intelligence helps professionals structure their invaluable advice into recurring revenue.
Explore pricingFirms using structured AI advisory report 37% higher revenue per employee than those that do not.
READY TO START?