Your Financial Analystthat understands every client you carry.
CentSight connects to each client’s books and answers questions across your entire roster — without mixing clients up, and without inventing a number.
A short product walkthrough: the All Companies view of a firm’s clients, then one client’s workspace where a user opens chat, asks “Why did net income drop last month?” and CentSight answers with the figures and the ledger entry behind them. Switching to a second client starts a fresh chat with nothing carried over.
Illustrative walkthrough · example clients and sample figures
Who we work with
CPAs and CFOs5 clients or 500.
The work looks different depending on what you sell. Pick the one that describes your practice.
Accounting & bookkeeping firms
From delivering reports to delivering decisions.
CentSight puts an analyst on every client file, so what lands with the client reads like guidance rather than a package.
- Reviews every client's books on a schedule
- Flags miscategorized and duplicate entries
- Answers the question behind the report
Fractional CFO & advisory firms
From monthly check-ins to continuous oversight.
CentSight gives every CFO an analyst on every client they carry, so oversight runs all month instead of arriving with the meeting.
- Watches every client between meetings
- Answers mid-week questions from the ledger
- Drafts the model from actuals
The difference in practice
A client asks something hard on a Tuesday.
The question is the same either way. What changes is how much of your week it takes, and whether the answer is still true when it lands.
Without CentSight
5 days
With CentSight
15 minutes
Same question, same client. The advisor asks, reviews, and sends — in the same conversation instead of at the end of the week.
What's inside
Everything you expect from your expert analyst.
Five parts, working off the same connected books, available on every client at once.
- Chat
- Ask about any client in plain English and get a figure computed from the ledger.
- Signals
- Continuous monitoring that surfaces what moved, per client, before the next meeting.
- Widgets
- Live dashboards for cash, revenue, margin and spend — arranged per client.
- Financial model
- First-draft projections and scenarios built off the client's actuals.
- Knowledge
- Context about how each client's business works, so answers hold their nuance.
Connects with
- More on the way
Kept apart
Every client sealed off from every other.
Connect a hundred companies and none of them can see each other. Separation is structural, not a discipline your team has to keep.
HW E-Commerce
Connected to QuickBooks, Chase, Stripe
Marketing Agency
Connected to QuickBooks, BofA, HubSpot
Pulse HQ
Connected to QuickBooks, Mercury, Stripe
Restaurant Group
Connected to QuickBooks, Wells Fargo, Slack
Separate data, separate history, separate connections. Nothing crosses between columns.
AI is moving into finance, one way or another.
Build it, buy it, or wait — every firm is already choosing one, whether they've named it or not.
FAQ
Questions firms ask us.
Do we have to move our clients off QuickBooks?
No. CentSight connects read-only to the books a client already keeps. Nothing is migrated and nothing is written back.
How is one client's data kept away from another's?
Each client company is its own workspace with its own connections, history and signals. There is no shared context between them, so separation isn't something your team has to maintain by hand.
Can it be talked into a different number?
No. Figures are computed in code against the ledger rather than written by a language model, so rephrasing the question doesn't move the answer.
Do our clients' credentials go to an AI provider?
No. CentSight holds the QuickBooks and bank connections itself, read-only. Credentials never pass to a model provider.
Do we have to show this to clients?
Only if you decide to. Most firms run it internally first and never move past that rung — it's your call which one you're on.
How many client companies can we connect?
The product is built for a roster rather than a single company. If you carry a large book, tell us the shape of it on a call and we'll size it with you.
Thinking about embedding CentSight into your firm?
Bring a client’s messiest month. We’ll connect a real set of books, show you what it finds, and talk through what embedding CentSight into your firm would look like.
Running finance for your own company? There’s an individual license.