CORE INSIGHTS FOR ACCOUNTANCY PRACTICES
Prioritise the conversations that drive value
CORE Insights reviews client accounting data across your entire portfolio, helping your team identify businesses that need attention, uncover advisory opportunities and prepare more relevant client conversations.
From Portfolio Data to Meaningful Client Conversations
Most firms already have clients who would benefit from timely support. The challenge is identifying who needs attention across a busy portfolio, understanding what the numbers are telling you, and following through consistently.
CORE Insights helps bring structure to that process by highlighting potential risks and opportunities within connected client accounting data. Your team reviews the findings, applies professional judgement, and decides where action is needed.
- 01 / CONNECTConnect Your Client PortfolioConnect client accounting data, including multiple Xero organisations where appropriate.
- 02 / REVIEWPrioritise Clients That Need AttentionUse portfolio-level insights and Opportunity Cards to identify risks, opportunities and trends worth investigating further.
- 03 / ACTPrepare More Valuable ConversationsGenerate a tailored agenda with relevant discussion points, helping you focus on what matters most and identify actions.
Financial signals and AI-assisted suggestions are intended to support professional review and should always be assessed against the underlying data and the client's individual circumstances.
Why Firms Use CORE Insights
Focus your time where it matters most
Quickly identify which clients are worth reviewing, reducing time spent searching through reports and dashboards.
Walk into every meeting prepared
Automatically generate a bespoke agenda and associated reporting for each client, helping you focus on the issues that matter most.
Uncover opportunities that might otherwise be missed
Review financial signals consistently across your portfolio to highlight clients who may benefit from additional advice, support or services.
Deliver proactive advice at scale
Make regular client reviews practical across hundreds of clients, not just your largest or loudest accounts.
Turn data into agreed actions
Move conversations beyond reporting the numbers by identifying practical actions clients can take to improve performance.
Create a more consistent client experience
Give every client access to structured, insight-led reviews rather than relying on ad hoc observations or individual staff knowledge.
Spend Less Time Reviewing. More Time Advising.
CORE Insights helps surface the clients and issues most likely to need attention, so your team can spend less time searching for opportunities and more time acting on them.
Prioritise reviews, prepare relevant conversations and deliver support where it will have the biggest impact.
Watch the CORE Insights webinar →Which best describes your practice?
Every firm approaches client advice differently. Select the scenario closest to yours to see how CORE Insights can help.
Compliance-focused practice
Want to become more proactive without changing how your firm operates?
Use client accounting data to identify opportunities for meaningful conversations and take practical first steps into advisory services.
Explore this situation →Growing practice
Finding it difficult to review every client consistently?
Help your team identify priority clients, standardise reviews and deliver proactive support across a larger portfolio.
Explore this situation →Established advisory practice
Looking to extend advisory beyond your top clients?
Scale insight-led conversations across more of your client base without proportionally increasing review time.
Explore this situation →Practices with existing reporting tools
Already have dashboards and reports but still deciding who needs attention?
See how CORE Insights complements your existing technology by helping prioritise where valuable conversations should happen next.
Explore this situation →The First Step Towards Smarter Advisory
Many firms want to become more proactive but don't want to transform everything overnight.
CORE Insights helps you build the habit of identifying opportunities, prioritising clients and having better conversations. As your advisory services evolve, the wider VFD suite can support more detailed reporting, forecasting and business planning.
See What Your Client Portfolio Reveals
Start a 28-day CORE Insights trial and experience how quickly your team can identify priority conversations, review opportunities and prepare tailored client discussions.
No payment card required.
