SOLUTION — ACCOUNTING PRACTICES
Sharper financial visibility across multiple client entities.
Analiva is designed to help accounting practices move beyond static client reports and create a more structured analytics view across multiple entities as the practice offering expands.
PRACTICE-FOCUSED ANALYTICS
More visibility. Less repetitive reporting work.
- Multiple entitiesWork across connected client companies in one environment.
- Consistent reportingUse a common analytics structure across clients.
- Drill-through insightMove from KPI to account and transaction detail.
- Management-ready outputSupport better client conversations with clearer financial insight.
COMMON PRACTICE CHALLENGES
Client reporting becomes harder to scale when every file is different.
Accounting practices often spend valuable time exporting, reformatting and rebuilding management reports for different clients.
Manual Reporting
Repeated spreadsheet preparation makes recurring client reporting slower than it needs to be.
Different Client Structures
Each client can have different accounts, reporting needs and company structures.
Limited Comparison
It can be difficult to compare trends consistently when reports are built in different formats.
Time Pressure
Too much time is spent compiling reports instead of interpreting them with the client.
THE ANALIVA APPROACH
Standardise the analytics layer without forcing every client into the same business model.
Analiva provides a common reporting framework while preserving the company and accounting detail of each client. Each client stays separate: figures are only combined for companies you place in the same reporting group.
- Client-by-client visibilityKeep each entity separate and understandable.
- Consistent analyticsUse a repeatable reporting structure across the practice.
- Faster reviewSpend less time compiling and more time interpreting.
- Scalable service modelBuild a stronger recurring management-reporting offering over time.
WHAT THE PRACTICE CAN DO
A stronger reporting experience for both the practice and the client.
Client Dashboards
Give each connected entity a clear management view of financial performance.
Monthly & YTD Reporting
Use a repeatable monthly reporting structure across multiple entities.
Drill-Through Review
Move from management figures into GL and transaction detail during review.
Customer Analysis
Help clients understand customer concentration and movement.
Supplier Analysis
Review supplier spend and concentration more clearly.
Exceptions & Trends
Highlight the movements that deserve discussion before the client meeting.
SERVICE OPPORTUNITY
Turn reporting into a more valuable advisory conversation.
Clearer analytics can help the practice move beyond delivering historic reports and create more useful recurring discussions around performance, exceptions and decisions.
- Recurring reportingCreate a more consistent monthly or periodic review process.
- Client engagementUse visual financial insight to support better client conversations.
- Advisory potentialFocus meetings on causes, trends and next actions rather than report preparation.
- Practice scalabilityReduce repetitive report-building as the client base grows.
WHO IT SUITS
Designed for practices that want a more scalable reporting layer.
Accounting Practices
For firms managing recurring reporting across a growing client base.
Bookkeeping Firms
For teams that want to add clearer management insight to routine accounting work.
Advisory Teams
For practices building a stronger monthly management or advisory service.
Want to build a stronger reporting service for your clients?
Join the waitlist for early access, or compare the plans for the number of client companies you report on.