Learn more about Client Insights in Intuit Accountant Suite (IAS)

Use Intuit Accountant Suite (IAS) Accelerate's Client Insights to track important client metrics and provide proactive advice efficiently. With Client Insights, you won't need to access each client's books individually. This guide covers how to access the Client Insights feature and generate data views either by using predefined templates or custom views.

Prerequisites

Before you can use Client Insights, your firm must enroll in Intuit Accountant Suite (IAS) Accelerate. Only your firm’s primary admin can make this change.

Access Client Insights overview

Follow these steps to access the Client Insights Overview page.

1. Go to Work and select Client Insights (Take me there).

Result: The Overview page appears, displaying data views that you have previously saved or marked as favourites.

Create data views

Data views allow you to compare Key Performance Indicators (KPIs) across multiple clients, helping you identify trends and clients that may require attention.

Available Templates and KPIs

Client Insights includes predefined templates designed to help firms analyze common business scenarios across their client base. Currently, there are three templates available: P&L data, Balance sheet data and Bookkeeping data.

Available KPIs vary based on the selected template and available client data.

For example, KPIs may include revenue, gross profit, net profit, gross profit margin, AR balances, AP balances, current ratio, cash on hand, net cash flow, and total bank balance.

Create a data view using templates

Use predefined templates to generate a dashboard quickly.

1. Go to Work and select Client Insights (Take me there).
2. Select Create new data view.
3. On the Create new data view page, find the template you wish to use.
4. Select Start with template on the chosen template. A new dashboard will be generated and displayed.
5. To change the dashboard's name, select the edit icon next to the current name, then select Save.
6. Personalize the dashboard content by selecting Customize. In the Table Settings pane that opens:
   • Select columns, sort, or set the number of records to be displayed on a page.
   • Look for insights marked with a sparkle icon , which indicates an AI-identified anomaly or trend. Select the icon for more details.
7. When you’re finished personalizing your data view, select X to close the pane.

Result: Your dashboard is created and updated based on the selected template and any customizations.

Create a custom data view

To build a data view tailored to your specific needs, follow these steps.

1. Go to Work and select Client Insights (Take me there).
2. Select Create new data view.
3. On the Create new data view page, select Create custom view. A dashboard will be generated for customization.
4. To change the dashboard's name, select the edit icon next to the current name, then select Save.
5. Select Customize to open the Table Settings pane.
6. Use the pane to select options for your view, to include or exclude columns, sort, or set the number of records to be displayed on a page.
7. When you’re finished, select X to close the pane.

Result: Your custom dashboard is created and updated with your chosen settings.

Client Insights data can refreshed manually using refresh icon , or it updates automatically whenever something is updated in the client reports.