Firm and client insights for Smart Client Management

What would you do if you knew exactly who your best, most profitable clients were…and which ones were the biggest drain on your firm’s limited resources?

Would you continue to let unproductive and unprofitable clients exhaust your precious and limited resources—including your most valuable staff?

Rootworks insights

Start practicing Smart Client Management for FREE

Your time and resources are precious, and Rootworks’ innovation team is working on a new, automated way for accounting firms to take the insights that already exist in their sales data and unleash them to:


  • Uncover your best (and worst) clients
  • Develop pricing strategies that optimize your value (and profits)
  • Develop stronger, ‘trusted advisor’ status relationships with the clients you already have by providing them with the same insights into their businesses

Grow revenue with the clients you already have

Serve your small business clients more efficiently and level up your advisory services offerings. Get monthly stats on your connected clients to see how your pricing at the account level matches with the level of service you’re providing them, and then find opportunities for improvement so you can become more efficient.

Clients need more than traditional financial statements. With Rootworks insights, you can instantly provide the same insights into customer lifetime value (LTV), sales trends, concentration risk, product pricing and collections performance for your customers as you do for your own firm.

Reinforce your client accounting and advisory services with branded reports. You choose what to have automatically sent, from weekly to monthly to ad hoc reports.

Build pricing strategies that maximize your value (and profit)

What would you do if you had a better idea of how your clients’ sales transactions aligned to the services you provide them?

When you connect your clients to insights, the information uncovered can help you build strategies for advisory offerings or optimize your pricing to capture the value you provide.

Give your clients another reason to love you

Give your best clients another reason to see you as their trusted partner and build long-lasting relationships.

Take your role as a trusted advisor to your clients to the next level by providing clients with visibility into their business performance with branded client reports—with YOUR logo on them!

Use client and customer intelligence to grow both of your businesses. For each of your connected clients, instantly provide them with insights into their customer lifetime value (LTV), sales trends, concentration risk, product pricing and collections performance in branded reports.

Manage scope of services

Proactively offer services and manage scope creep using combined metrics of firm sales invoices, client transaction volume, client KPIs and hours worked. The more clients you connect, the more valuable the results are.

Our app connects to QuickBooks® or Xero in seconds. No data scientists or IT resources needed.

Happy clients, happy staff, happy you

Get to know your best clients even better. See opportunities to grow efficiently by getting the most out of the resources you have (without burning out your staff).

The client dashboard helps you know where to spend your efforts (and where not to) by uncovering and helping to prioritize your most valuable clients.

Learn how to practice Smart Client Management within your existing client base by finding and keeping your best clients, maximizing revenue by serving them to the fullest, automating to the extent possible and outsourcing what can be outsourced—all helping you create a sustainable workload that works for everyone.

Rootworks Insights Dashboard


See the most important stats on your firm’s performance in the dashboard and make decisions on where to spend your time.

  • Gain firm-level stats
  • See total revenue, outstanding revenue, client LTV and active clients
  • Visualize client segments
  • Visualize revenue trends
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


Know who your best clients are—and aren’t—with customizable client lists. Use our recommended view or come up with your own meaningful ways to segment customers so you can get the actionable insights you need.

  • See all your clients in one list
  • Access over 20 data points including trailing 12-month sales, the average days to payment, lifetime value and more
  • Default to data points that help firms understand client segmentation
  • Sort and filter data
  • Add or remove columns

Firm reports

Stay on top of your firm’s performance with weekly and monthly reports. Firm reports are created automatically, and you can access them at any time.

  • Emailed as a PDF
  • Archive in the app
  • Monthly and weekly reports
  • Request or download at any time
  • List of insights to show firm performance—collection, efficiencies, stats

Scope creep report

Advisors in your firm get monthly stats on all their connected clients so they can see how the pricing at the account level matches with the level of service and find opportunities for improvement.

  • Monthly report
  • Shows pricing stats at the connected client level
  • Only works for connected clients
  • PDF and Excel files

Branded client reports

Take your role as a trusted advisor to your clients to the next level by providing clients with visibility into their business performance with branded client reports. For each of your clients, you’ll be able to create weekly and monthly reports with your brand on them so they can see how their business is performing across their customers and find opportunities for improvement.

  • Your clients get all the monthly and weekly reports for every one of their own connected customer businesses
  • You can add your firm’s brand to these reports

Rootworks insights for firms and clients

Includes 10 clients.**
Get started for free
Client insights automatically generated from accounting data*
Branded reports for clients with insights into their customers
Automated client and service profitability metrics
Guides and educational material to help you get started
Share results via Google Sheets and Microsoft Excel 365
*Requires client sales data in QuickBooks Online or Xero Get started for free
Rick Arthur
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

Selected by AICPA

Selected by the AICPA and as a solution that brings technology and value to an evolving accounting profession. We provide partners with the resources you need to deliver more decision support and value to your firm and your SMB clients. Instantly and simply.

Rootworks insights

Rootworks members can now access insights with their own Rootworks credentials.

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