Grow your accounting firm with deep data insights. Start now for free.

Data is at the core of your firm.  Make it work harder for you with Rootworks Insights.

This web-based app allows firm owners to:

  • Locate hidden opportunities for revenue growth
  • Increase efficiency, not workload
  • Generate trend and performance reports

No credit card required – No commitment

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Learn how Insights can help your firm practice Smart Client Management:

Rootworks Insights Dashboard

Get started today. It's easy:

  • Setup your Insights account
  • Connect QuickBooks Online or Xero
  • Start generating reports
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A window into your clients' activities

Gain valuable insights into pricing strategy, client ROI, and more so you can easily locate opportunities for revenue growth.

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Give clients another reason to love you

Build long-lasting relationships by creating new advisory services and strengthening the value you provide to every client.

Rootworks insights

Level up your staff

Find opportunities to grow efficiently by maximizing current resources and minimizing staff burnout.

Kirk McLaren
Rootworks Insights gives us the analysis that we need to help clients segment the market to target better, act on customers who are sliding and make operational decisions. Rootworks Insights is like having a virtual analyst who gets the job done.
Kirk McLaren CEO, Foresight CFO