Introducing Telemetry Pro, the most powerful and affordable platform for financial automation specifically designed for CPAs, bookkeepers, and outsourced CFOs. With Telemetry Pro, financial professionals can automate client workflow, streamline communication, and more efficiently guide clients from bookkeeping services to higher value FP&A advisory.
For too long, accounting and advisory firms have administered to their clients by bookkeeping in ERP and HRIS, exporting the results into Excel for ad hoc analysis, building custom reports, and finally emailing the results to the client in PDF or spreadsheets. This manual process leads to more hours across more accounting professionals doing repetitive tasks by hand. The CPA becomes a bottleneck to answering questions when they arise, as they solely control the level of financial detail and analysis exposed to the client. Clients are stuck in a reactive mindset, not a proactive one.
From a client management perspective, too many hours are spent on the workflow itself, meaning less time for higher value creative analysis and insights. Furthermore, the accounting firm has little visibility into how much value the client is receiving when files are simply emailed.The few dedicated client management software products in the market require the firm to migrate their planning away from spreadsheets and into a bespoke, unfamiliar cloud modeling tool leading to long migration times and high cost.
Telemetry Pro is the first client management solution built atop the workflow you already use. Telemetry Pro:
Telemetry Pro will also ensure your firm stays top of mind with your clients as you quickly respond and create ad hoc solutions by:
Telemetry Pro provides all the tools you need to manage your firm’s brand identity, user permissions, and client subscriptions. The client management console allows you to build your firm’s logo and color scheme directly into the client experience. It also allows you to permission which of your employees have access to which clients, as well as managing and displaying their contact info and headshot. Finally, it allows you to manage each client’s subscription, increasing or decreasing functionality depending on their needs at any point.
Telemetry results are shared via an intuitive firm-branded web app with no need to email PDFs or spreadsheets, allowing for consistent, on-demand access to financials and the ability for clients to explore data and answer questions independently. Through analytics in the web app, the firm gains valuable insights on how often clients interact with the system, allowing you to intervene at the right time if required to reduce client churn.
Since we allow your models to stay in Excel, you can onboard and start using Telemetry Pro in minutes instead of weeks, and you maintain the flexibility and power of the systems you already know so well. Rest easy knowing that Telemetry is Soc2 Type II certified.
We offer two versions of Telemetry Pro: one for bookkeeping clients and a more robust one for FP&A. As a professional accounting firm, you are able to onboard one client on each of the two SKUs for free forever. After your first two free clients, you can add your other clients with affordable subscriptions starting at $84 per month for Bookkeeping and $339 per month for Advisor. And pricing gets cheaper as you add more clients.
Build more client value in less time by automating data sync and higher value analysis, gain insights into how often clients interact with your work product, and communicate with them more efficiently. Build more effective and profitable relationships for you and your clients using Telemetry Pro.