Cut 99% of the production cost of a high-quality financial report with automation.

Your time is the most valuable resource. The financial advisory industry is shifting towards tech-driven solutions. This blog explores how automation cuts 99% of the production cost of one high-quality financial report and forecast. 

The good news is that if you provide financial advisory services, the automation can enable you to serve more customers without hiring new staff, increase your topline, and increase your profits.

A customized financial report becomes expensive.

Any customization on the financial report becomes expensive.

The more you customize your report, the more expensive it will be. The more time you need to prepare a report, the less time you have to talk with your customers. This is a problem if you want to scale your services.

A tailored financial analysis or forecast takes an average of 6 hours. If the value of your time is 100€ per hour, the price of one analyzed financial report (the production cost) is 600€ per report. If your margin is 30%, the customer's price per analyzed financial report is 780€.

Not all SMBs can afford customized financial reports and forecasts, and high prices limit your target customer group to 1-20% of potential customers.

This is where riskrate automation can help you.

With automation, you can cut 99% of the production cost of one high-quality financial report.

With automation, you can cut 99% of the production cost of one high-quality financial report (and forecast) during the entire process, from uploading financial data to preparing and sharing the analyzed financial report with your customer. Riskrate is ideal for both single-entity and multi-entity.

See the production cost of one high-quality report to your team. No integration work or set-up projects are needed.

Automation cuts over 90% of your team's time spent on financial reporting. It enables you to provide financial advisory services without hiring new staff.

Riskrate automation helps you to grow your financial advisory services faster, less risky, and more profitable.

1. Serve more customers without hiring new staff.

With riskrate automation, you can cut over 90% of the time spent on financial reporting and create an advisory service without hiring new staff. 

2. Supercharge your profits with automation.

With riskrate automation, the production cost of one analyzed financial report and forecast is a fraction of a tailored report.

3. Get more loyal customers with high-quality financial reports and forecasts.

Clients receiving accounting and financial services are more likely to stay long-term. With riskrate automation, you can personalize services to get more loyal customers.

As a result, you can serve more customers with less time and focus on what matters. 

We are confident that you have what it takes to succeed. We wish you all the best, and our team is ready to support you on your growth journey. 

If you want to learn more about our services, our team is ready to help. To book an appointment, click this link. We are looking forward to speaking with you soon. Thank you.

Automate all your financial reporting with riskrate

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