Rootworks Insights is a web-based application that gives accounting firms an automated way to uncover the customer stories that already exist in their sales data. Tap into client intelligence and unleash powerful data to:
Serve your small business clients more efficiently and level up your advisory services. Rootworks Insights offers a window into your connected clients so you can see exactly how your pricing matches with existing service levels, helping you locate opportunities for improvement in efficiency and profitability.
Clients need more than just financial statements to understand the health of their business. With Rootworks Insights, you can provide the same insights into customer lifetime value (LTV), sales trends, concentration risk, product pricing and collections performance for your customers as you have access to for your own accounting firm.
Give your clients another reason to love you. When you connect your data to powerful client intelligence software like Rootworks Insights, the information uncovered helps you build strategies for advisory offerings and strengthens the value you provide.
Learn how to grow your accounting firm by identifying your ideal clients, uncovering lucrative new revenue opportunities and retaining your best employees by practicing Smart Client Management.
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
High-touch clients aren’t always high-value clients. Proactively manage scope creep using combined metrics of firm sales invoices, client transaction volume, client KPIs and hours worked. The more clients you connect to the Rootworks Insights app, the more valuable the results are.
Connect to QuickBooks® or Xero in seconds. No data scientists or IT resources needed. Just a few minutes to sync your files before you have easy to access, customizable reports at your fingertips that help you get the job done.
Rootworks Insights is deployed on Microsoft Azure, and connections are read-only, and only gather customer and sales data (not employee records, payroll, etc.). Data is maintained and stored in the United States, and is encrypted, both in transit and while at rest.
See the most important stats on your firm’s performance and make decisions on where to spend your time. Get to know your best – and worst- clients so you can create a sustainable workload that works for your accounting firm.
Includes 10 clients.**
|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|
Rootworks members can now access insights with their own Rootworks credentials.
Please complete the following:
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.