Become the go-to advisor. Automated intelligent financial reporting.

The best financial advisors rely on intelligent financial automation to run their businesses.

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Data Integrations

Your favorite business tools integrate to remove your monthly manual work

  • Connecting Quickbooks, Xero or Netsuite ERPs
  • 28 HRIS Integrations power Headcount Analysis
  • Microsoft Excel and Google Sheets add-ins
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Product overview - Data integrations


Dashboards, reports and intelligent analysis at the click of a button

  • Data integrations refreshed daily
  • Dynamic charts and reports
  • Automated monthly closing
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Product overview - Automation

Multi-Entity Consolidation

Modern consolidated financial reporting from multiple ERPs in minutes

  • Build consolidated reports regardless of account names
  • Pricing that doesn’t increase as you add more entities
  • Drill down into data by entity, customer, transactions or dates
  • Segment reports by class or location
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Product overview - Multi-entity consolidation


Let Telemetry do the work. Building financial models has never been easier

  • Connect existing spreadsheet in Excel and Google Sheets
  • Or build Intelligent web-based plans
  • Track custom KPIs to better predict business performance
  • Automatic forecasting also for balance sheets and cash flow
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Product overview - budgeting

Planning & Forecasting

Quickly plan and forecast across income statement, balance sheet & cash flow

  • Works with Web-based plans or Existing Spreadsheets
  • Control when new forecasts are published to your team
  • Automated progress tracking
  • Quick scenario modeling
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Product overview - Planning and Forecasting

Analysis & Reporting

Instant insights and reports

  • Instant financial dashboards for every client or business
  • AI Assistant available to answer any question
  • Drill Downs available for any data element
  • Customer & Supplier Reporting, Comparisons and Drill Downs
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Product overview - Analysis and reporting

Artificial Intelligence

Wield financial superpowers via powerful financial AI.  Empower self-serve Q&A

  • Query financials via natural language for incisive results
  • Build narratives and memos for your reports
  • Deep dive into variations at vendor and transaction level
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Product overview - artificial intelligence

Pro Client Management

Telemetry Pro client management solution built atop the workflow you already use

  • Fully branded client portal keeping your firm top of mind
  • Self-service web destination
  • Client management console onboards new clients in minutes
  • Simple subscription management
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Product overview - Pro client management


Customer trust and protection are our top priorities.

Telemetry is built with enterprise-grade security at its core. Your data is consistently protected.

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Product overview - Security

Start Today for Free!

Fully onboard in under an hour
Soc2 Type II certified
Free trial for individual companies and free clients for accounting firms
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