09 October 2024

Clearview Hub: Transforming Accountants and Business Advisors into Strategic Business Partners

Advisors

In today’s fast-paced business landscape, accountants and business advisors are no longer just the gatekeepers of compliance and tax management. They are evolving into strategic business partners, helping clients navigate complex financial challenges while driving growth. As such, the tools you use are critical to staying ahead of the curve and delivering the insights your clients need. Clearview, a stand-alone cash flow forecast software and integrated financial planning solution, is one such tool, designed to streamline financial processes, improve decision-making, and boost productivity for accountants and business advisors alike.

The Shift from Compliance to Strategic Advisory

Gone are the days when accountants were seen only as number-crunchers. Today’s businesses demand more—expecting their accountants and advisors to provide insight into cash flow, profitability, and financial projections to aid growth. This shift is where cash flow forecast tools and financial projection software like Clearview come into play, making it easier for professionals to offer real-time insights that go beyond the traditional compliance role. And with increased automation of compliance and tax, the need for accountants to increase productivity and differentiate their offer is greater than ever.

Elevating Productivity

According to a recent survey, 75% of Clearview customers reported increased productivity after adopting the software, enabling accountants and advisors to serve even more clients and expand their businesses. This increase in efficiency allows accountants to serve more clients, further expanding their own practices while continuing to deliver excellent service. Whether you are offering advice on business finance planning or guiding a company through a going concern forecast, Clearview gives you the necessary tools to deliver meaningful insights backed by real-time, accurate data.

A Stand-Alone Financial Tool

One of Clearview’s standout features is its ability to function as a stand-alone financial forecast software, separate from other platforms. This has proven to be a winning feature, with 100% of our customers loving the stand-alone element of the software. This autonomy allows accountants and business advisors to focus fully on specific projects without the distractions or complications of integrating multiple systems. Discover more about the 7 scenarios where a stand-alone forecasting tool outshines integrated solutions in our recent blog.

For UK-based businesses, having financial forecast software in the UK that operates independently can also provide a layer of discretion, ensuring data privacy and allowing professionals to focus on critical financial issues.

Real-Time Financial Projections and Integrated Reporting

At Clearview, we’ve engineered a platform that provides accountants and business advisors with a complete set of financial tools. The 3-way forecasting tool integrates profit and loss statements, balance sheets, and cash flow statements into one cohesive system, making it easier than ever to model financial outcomes in real-time. This is particularly helpful for long-term strategic planning, developing business plans, and securing fundraising.

The platform allows you to generate comprehensive financial forecasts on the fly, ideal if your client provides the briefest of briefs! The ability to adjust forecasts live means you can adapt to changing circumstances quickly, providing your clients with advice that is always up-to-date and relevant.

Automating Financial Processes to Focus on Value-Added Services

Manual financial processes can consume valuable time that could otherwise be spent advising clients on business growth. Clearview automates tasks like generating integrated financial forecasts, giving you more time to focus on higher-value activities. With the ability to generate reports effortlessly, you can spend more time helping your clients understand their financial positions, utilising the budget forecasting software to predict future outcomes.

Client-Centric Solutions for Business Growth

At Clearview, our software supports business advisors in guiding their clients toward the right path for sustainable growth. For accountants and advisors, having a free forecast software option or even one of the many free Clearview templates available for your clients adds an extra layer of customer service. For example, a cashflow forecast template can simplify processes for businesses that are just getting started with their financial planning. By helping them develop a robust financial plan, you position yourself as a trusted partner invested in their long-term success. And what’s more, the platform’s financial statement forecasting software makes it easy to generate visually appealing and insightful reports that can be shared effortlessly with clients, fostering a better understanding of how financial decisions impact their business.

100% Customer Satisfaction

We are proud to share that 100% of our customers are very satisfied with Clearview, a testament to the platform’s ability to meet the complex needs of accountants and business advisors.

By leveraging Clearview’s automated processes, real-time data, and advanced forecasting features, you can focus on what truly matters: helping your clients grow their businesses. Clearview is designed to make business finance planning easier, more productive, and more empowering for accountants and business advisors across the UK.

Are you ready to elevate your services and provide more impactful advice? Experience Clearview ’s free forecast software today and see how it can transform the way you help your clients plan for their financial future.

Sign up today!