- AI Financial Insights
AI-powered financial clarity without changing your finance system
Independent Advisors provides AI Financial Insights to business owners who want clear, forward-looking visibility over performance and cash, without hiring a CFO or implementing complex reporting systems.
Using your existing financial data, we deliver decision-ready insight, not just reports.
What are AI Financial Insights?
AI Financial Insights is a managed financial intelligence service.
We take your existing accounting data and apply advanced reporting and AI analysis to deliver:
- Clear dashboards
- Early warning indicators
- Cash flow visibility
- Plain-English commentary
- Actionable financial insight
You do not get software access.
You do not manage dashboards.
You receive clarity.
Who this service is for
AI Financial Insights is ideal for business owners who:
- Want to understand their numbers without finance jargon
- Feel reactive when making financial decisions
- Don’t want to implement a new finance platform
- Are not ready for a full Fractional CFO engagement
- Want early warnings around cash and performance
This service works with businesses using:
- Xero
- QuickBooks
- Sage
- Excel-based financial reporting
What problems this service solves
Many business owners experience:
- Backward-looking reports with no insight
- Surprises around cash flow
- Unclear performance trends
- Too much data and not enough meaning
AI Financial Insights helps you:
- See problems earlier
- Understand what’s driving performance
- Make better decisions with confidence
- Reduce reliance on gut feel
What you receive each month
Depending on the plan selected, you receive:
- Clear financial dashboards
- AI-driven analysis of trends and anomalies
- Cash flow forecasting and risk flags
- Plain-English insight explaining what matters and why
- Decision support insights aligned to your numbers
All delivered as a managed service.
Our AI Financial Insight plans
Financial Visibility Lite
Simple financial clarity for busy owners
Designed for owners who want a clear snapshot of performance without complexity.
What’s included:
• Monthly financial snapshot
• P&L, balance sheet, and cash movement overview
• Visual dashboards
• AI-generated insights highlighting trends and anomalies
• Plain-English commentary
Delivery:
Monthly insight pack. No meetings required.
Typical monthly investment:
USD 99 – 199
AI Financial Insights
Understand what’s happening and what’s coming next
For owners who want deeper insight and forward-looking clarity.
Everything in Financial Visibility Lite, plus:
• Rolling 13-week cash flow forecast
• AI-driven trend and risk analysis
• Early warning indicators
• Monthly insight memo
• Email-based Q&A support
Typical monthly investment:
USD 299 – 499
CFO Intelligence Layer
CFO-style insight without a CFO commitment
For businesses that want structured, decision-ready financial insight.
Everything in AI Financial Insights, plus:
• Board-style reporting pack
• Scenario and sensitivity analysis
• Decision support insights for key choices
• Quarterly strategy call
• Priority pathway into Fractional CFO services
Typical monthly investment:
USD 750 – 1,250
How AI Financial Insights works
- We connect to your data
Your existing accounting system or financial files. No reimplementation. - We analyse and interpret
Your data is processed through our reporting and AI framework. - You receive insight
Clear dashboards, commentary, and decision-ready insight delivered monthly.
Simple, fast, and low friction.
Why Independent Advisors
- CFO-led insight, not automated software output
- Designed for non-financial business owners
- Strong focus on cash and decision-making
- Uses modern reporting and AI tools behind the scenes
- Predictable monthly subscription
Most clients tell us:
“This finally makes sense.”
How this fits with Fractional CFO services
Many clients start with AI Financial Insights and later move into Fractional CFO support.
This service helps:
- Build confidence in the numbers
- Identify when CFO-level support is required
- Reduce the cost and friction of upgrading
There is no obligation to upgrade.
Ready for clearer financial insight?
If you want to understand your numbers without hiring a CFO or changing systems, book a short discovery call.
Frequently Asked Questions
Is this accounting software?
No.
AI Financial Insights is not accounting software and does not replace your existing system.
It is a managed insight service that turns your existing financial data into clear, actionable insight.
Do I need to change my accounting system?
No.
We work with your existing system, including Xero, QuickBooks, Sage, or Excel-based reporting.
There is no system reimplementation.
How is this different from dashboards or BI tools?
Most dashboards show data.
AI Financial Insights explains:
- What the data means
- What is changing
- Where the risks are
- What decisions matter
You receive interpretation and insight, not just visuals.
Is this service automated?
AI is used to support analysis, but insight delivery is managed and reviewed.
Independent Advisors applies CFO-level logic, context, and interpretation to ensure relevance and clarity.
How quickly can this be set up?
Most clients are onboarded within 1 to 2 weeks, depending on data availability.
How much does AI Financial Insights cost?
Typical monthly investment ranges are:
- Financial Visibility Lite:USD 99 – 199
- AI Financial Insights:USD 299 – 499
- CFO Intelligence Layer:USD 750 – 1,250
The right plan is confirmed during a short discovery call.
Will this help with cash flow visibility?
Yes. ABSOLUTELY !
Cash flow insight and early warning indicators are a core part of the AI Financial Insights and CFO Intelligence Layer plans.
Do I still need an accountant?
Yes.
This service does not replace accounting, bookkeeping, tax, or compliance services.
It complements them by providing insight and decision support.
Is there a minimum commitment?
A short initial commitment is usually agreed to ensure meaningful insight and consistency.
This is discussed during the discovery call.
Can I upgrade to Fractional CFO services later?
Yes.
Many clients use AI Financial Insights as a stepping stone into Fractional CFO support.
Upgrading is straightforward when required.
How do I get started?
The first step is a short discovery call to:
- Confirm your data sources
- Understand business complexity
- Recommend the right insight plan