Insight Engine

Cut $100K+ in Analyst Costs While Unlocking Board-Ready Financial Insights — On Autopilot

We build custom financial analytics systems for CFOs, delivering enterprise-grade analysis and forecasting without the need for additional headcount. Free up your team, reduce manual reporting, and make faster, smarter decisions.

business complexity is increasing

CFOs are stuck with basic analytics that limit their strategic value

When driving more value for a scaling organization, CFOs often settle:

❌ Static reporting that puts more work on the CFO's plate

❌ BI tools focused on data structures, not business insights

❌ Hiring financial analysts to keep up with more complex business processes

Introducing Insight Engine

Your turn-key financial intelligence system

Best-practice analysis

We've designed our service to mimic best-practices found at some of the largest and fastest growing companies in the world. Everything we offer is aimed at driving value for the business or clarity for senior leaders.

Pre-built automations

By leaning heavily on reliable and pre-built automations, you'll be able to focus on using the insights to drive value in the business. We do all the heavy lifting to implement Insight Engine into your existing data sources.

Intelligent Ai insights

We leverage Ai throughout our services - from machine learning forecast models to generative Ai analysis of results. Your company data stays within your company and is never used for other purposes.

We’ve captured the best practices of world-class FP&A teams into a done-for-you analytics solution tailored for forward-thinking CFOs

  • Daily Sales Report - Wake up to an automated email and slack message recapping yesterday's sales with key insights (other delivery options available)

  • Weekly Sales Forecast - Our forecast models leverage Ai to study past results and predict future outcomes

  • Weekly Pipeline Report - Get a visual breakdown of what's driving sales by step of the funnel and an early warning of future sales issues

  • Customer Cohort Report - Segment customers by acquisition date and analyze any concerning trends

  • Churn Forecast - Your churn forecast leverages Ai to predict exactly which customers will churn and when

  • Customer Concentration Report - Keep a pulse on top customers and how much concentration risk is in the business

  • LTV Report - Understand which channels and products have the highest LTV to guide investment decisions

  • Anomaly Detection - Leverage Ai to monitor every P&L account to detect when large changes occur - receive a slack message anytime this happens

No Complex Tools. No Analysts Required. Just Actionable Insights Delivered to You Automatically.

Schedule your call

Build your dream FP&A operation today

We have 50+ finance leaders on our waitlist and we're implementing new users every week.
We're taking new applications and prioritizing the most urgent.

© Insight Engine by Forecasting Performance