Standardise or customise to best suit your needs
The Hindsight default settings function out of the box, offering standardisation that minimises redundant and repetitive tasks, saving crucial time across the practice.
Consistency to drive efficiency
Consistency is crucial yet incredibly hard to obtain in an accountancy practice. Hindsight enables you to standardise key workflows at the core of your practice, driving productivity gains and substantial cost savings.
Connect clients and see relevant data straight away with the standard set of parameters to each insight and alert. Every alert works out of the box, no need to adjust settings to every single client when not required.
Offer clients the support they deserve, unique to their situation
No one knows your clients better than you and your team, so you should not rely on generic metrics set out for you by software vendors.
Enjoy the flexibility and control to set parameters per client when required – zero in on the portfolio’s struggling clients requiring your support. Don’t lose important clients in the average.