Confidently grow your business
with visibility into your performance metrics
Interact with real-time information from across your organization to get quick answers and make informed decisions.
Insights by Ascent CFO is a custom data visualization solution for founders, entrepreneurs, and executives that consolidates data sources, tracks key metrics, and displays business performance in real-time.
✓ See your business visualized in one place
✓ High-level metrics
✓ Drill down with interactive charts
✓ Presentation-ready visuals
✓ Forecasts based on your real-time performance
✓ Track your current and future cash flow
✓ Easy currency conversions
✓ Completely customizable for your business
Entrepreneurs and executives need information quickly.
Insights by Ascent CFO provides it.
✓ Know the drivers of your business
✓ See how you’re tracking toward your goals
✓ Reveal opportunities for better performance
✓ Make smarter strategic moves
✓ Inform your day-to-day decisions
✓ Discover trends before they become a problem
See Insights by Ascent CFO in Action
Emergenetics came to Ascent CFO Solutions with three distinct challenges:
1. Five QuickBooks instances for each of their global entities operating in 3 currencies; USD, Euro, SGD.
2. A time-consuming expense management process.
3. No way to visualize the right financial information for the right people at the right time.
Read how Insights by Ascent CFO helped Emergenetics tackle these challenges head-on, improve their team’s collaboration and drive their company into the future.
Built to Drive Your Unique Business Forward
Start - Ascent CFO financial analysis team reviews and connects your data sources (CRM, pipeline, accounting, HR, etc).
Build- Leveraging our Fractional CFO expertise, we work with you to establish which metrics and KPIs you want to visualize and track, then we create dashboard views customized for your business.
Use - Intuitive and informative, it’s a resource you’ll want to use every day.
Refine - Once your data is connected, we can create any report or dashboard to help you with any current project or problem you’re trying to solve.
Download the Insights Overview
Share the power of Insights with team members and colleagues
Multiple days of work saved with increased efficiencies!
Incredible time-saver that also improves accuracy and decision-making.
“Insights by Ascent CFO has provided us with a customized way for our directors and managers to have on-demand access to the most up-to-date Budget vs Actual reports. We no longer need to spend time inputting data, creating versions for different departments, or performing currency conversions. We anticipate that by using Insights by Ascent CFO, we will have saved several days per year of admin and formatting time getting information into the team’s hands.”
“Insights by Ascent CFO turns data into actionable intelligence. With the knowledge gained through Insights, we find ourselves answering deeper questions than we otherwise would have been able to, sparking new KPIs and quicker responses to the changing business environment we operate in.”
Created by a Nationally-Recognized Fractional CFO Firm
Through our understanding of companies across all kinds of industries, Ascent CFO Solutions has a unique ability to see what a business’ key drivers are and present them in a way that is very accessible for users.
SaaS | Manufacturing | Technology | Healthcare | E-commerce | Professional Services | Real Estate | Energy | Construction | Non-profits | Education | And more!
It’s your business. Visualized.
Ready for Insights by Ascent CFO? Contact us for a no-obligation consultation and pricing.