Financial Advisor
Available

Know where you stand against your peers.

The Financial Advisor puts your figures next to companies in the same industry code and size class, and shows where you differ and what that is worth.

Free to try · no credit card
★★★★★
8,7 / 10 · 37 reviews
Trusted by teams at
Swiss SenseDijkhoff B.V.Gemeente Den HelderFinstreamHappybox
Live demo

Try the Financial Advisor for free.

This is the same agent as in the app, with the same sources and the same Views. Three actions free, then you create an account.

Financial Advisor
demo environment
Task
Name an industry and a few metrics without identifiable data. You will see how it picks the peer group.
Give it a company.It picks a peer group by industry and size and shows where you differ.
01
Pick peers

Finds companies in the same industry code and size class instead of the whole sector.

02
Compare metrics

Puts your figures next to the peer group and names the source per metric.

03
Towards a conversation

Translates the gap into what it costs per year and what the first step is.

“Good! The collaboration went smoothly, with short lines of communication.”
Mitchel DijkhoffFinancial administration · Dijkhoff B.V.
42
peers in one comparison
SBI
same industry and size
0
figures you enter yourself
2 wk
from kickoff to live
Under the hood

Four steps, from annual figures to a conversation

InputYour figuresThe annual figures or the ledger you connect.
Step 01Find peersCompanies in the same industry code and size class, not just the sector.
Step 02CompareMetric by metric, with the source attached so you can retell it.
OutputBenchmark reportWhere you differ, what it costs and what the first step is.
peers by industry codecomparable size classa source per metricEU hosting · DPA

Benchmarks

1 report ready · 42 peers compared
AllOutliersOn track
MetricIndustry
Gross margin31.4% against 27.8%Above
Staff costs38.1% against 32.6%Watch
Revenue per FTE€148k against €141kAbove
Working capital54 days against 47Watch
In the app

Your position in the industry, per metric

  • See at a glance where you differ from the industry.
  • Every metric shows its source and peer group.
  • Reports stay, so you can see the movement.
  • Ask questions in the chat, about your own figures.
Try it here
Views

The views the Financial Advisor works in

A view is a fixed overview in your workspace, like your leads or your images. The Financial Advisor reads it, adds to it and keeps it up to date while you chat.

See all views
Like every agent, it also writes to
Pricing

Three plans, one workspace

Cancel monthly, prices excluding VAT. Every agent is in every plan; you pay for usage and team size.

Plan
Free

Try every agent with a single user.

€0 · per month
  • 500 credits per month
  • Access to all agents
  • 1 team member
  • Basic models
Try for free
Plan
Ultra

Every agent, 35,000 credits a month for your whole team.

€999 · per month
  • 35,000 credits per month
  • Access to all agents
  • Up to 25 team members
  • Most powerful AI models

Prefer a guided start? Book a free strategy call.

Before you ask

What people want to know

Where do the industry figures come from?

From public sources, filtered by industry code and size class. Each metric states what the comparison rests on.

How many companies are in a comparison?

That differs per industry. If there are too few for a reliable picture, it says so instead of quoting a number.

Do I have to connect my ledger?

You can, but you do not have to. Entering the annual figures works too; the integration mainly saves work when you repeat it.

Where is our data stored?

EU hosting, data processing agreement as standard, no training on your data. Integrations only get access to the fields you point at.

An agent in production within two weeks.

We put the Financial Advisor on your industry, connect your ledger and train your team. Fixed price, fixed timeline.

Financial Advisorfree to try · 500 credits per month