FOR FINANCIAL ADVISORS
Accounting for Financial Advisors
AUM tracking, fee billing, and advisory firm finances.
Start Free TrialBuilt for Financial Advisors
AI Expense Categorization
Automatically categorize expenses for financial advisors with 95% accuracy.
Cash Flow Forecasting
Predict your cash position 90 days out to avoid surprises.
Smart Invoicing
Create professional invoices and get paid faster with automated reminders.
Tax Estimates
Real-time tax liability tracking so you're always prepared.
Frequently Asked Questions
Is FiscalInsights right for financial advisors?
Yes! FiscalInsights is built specifically for service-based businesses like financial advisors. Our AI learns your industry's common expenses and categories.
How long does setup take?
Most users are up and running in under 10 minutes. Connect your bank account and our AI starts categorizing immediately.
Can I try it for free?
Yes! We offer a 14-day free trial on all paid plans. No credit card required.
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Join thousands of financial advisors saving 10+ hours per month.
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