Stay on top of your firm’s KPIs with weekly and monthly reports. Gain firm-wide insights on performance in areas like accounts receivable, volume, and more. Easily accessible at any time, reports can be generated automatically and emailed to the recipient and are archived in the app for review later.
Receive monthly statistics on all of your connected clients. Are you spending valuable time managing accounts that don’t give you the best ROI? Match your pricing strategy to service levels and find opportunities for improvement.
Be that trusted advisor. Use branded client-focused reports to deliver actionable insights. Use these weekly and monthly reports to show your clients who their best customers are and help them run a more profitable business.
You don’t have to spend time looking for new clients when you are managing your existing clients efficiently and growing the relationships you already have invested in. Use Rootworks Insights to identify hidden revenue opportunities and improve your accounting firm’s growth potential.
My clients that use [this] have found great value in customer insights to help them better understand their customers, their cashflow and their collections.Rick Arthur Owner, Rick Arthur CFO
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Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.