Cash, projects, people, pipeline, renewals and AI spend, drawn from the systems you already run. Built around the questions you ask every week, and it runs in your own Microsoft tenant.
Xero has the cash. The practice platform has the jobs. A spreadsheet has the resourcing, and someone's inbox has the renewal dates. Evisent Insights reads them and puts the answers on one page, so the Monday meeting starts with the facts instead of hunting for them.
Cash across every bank account, a 13-week forecast, debtors and bills, profit and loss, and what-if scenarios before you decide.
Jobs, fees against budget, deadlines and the lodgement program, with whatever is slipping named.
Who is booked, who has room in the weeks ahead, and utilisation against target.
Quotes, proposals and tenders by stage, win rates, and fee renewals still to sign.
Regulator, licensee and insurer requirements line by line, with the status and evidence for each.
Every system the business pays for, seats used against seats bought, and renewal and notice dates.
What the business spends on AI, which tools are approved, and what is in use that isn't.
If the data lives in a system you already use, we'll tell you in discovery whether it can go on the page.
You choose the modules. Most builds start with the handful of questions the partners or directors ask every week.
Real screens from demo companies. Every name and number is made up; the layout is what you get.
The whole practice in four numbers, then the things worth your attention this week, most pressing first. For managed clients, the security score from Evisent Live sits on the same page.
Cash across every account, the lowest point in the next 13 weeks, and who owes what. Try a decision before you make it: win the tender, a client pays 30 days late, buy the utes outright.
Every system the business runs on: who uses it, what it costs each month, when it renews, who owns it, and the known issues staff keep raising.
What the business spends on AI by tool and month, API usage and cost, and the tools in use that haven't been approved yet.
Cash, debtors and WIP next to the lodgement program from Xero Practice Manager, chargeable hours lost, and the ATO, TPB and insurer obligations with where the practice stands on each.
Licensee and ASIC expectations line by line, ongoing fee arrangements still to sign, file-note time per meeting, and client data risks, next to cash.
Fees against budget, resourcing weeks ahead, contract deadlines and the liquidated damages at stake, plus the security requirements clients set before they award work.
Any business that runs on a handful of systems: margin, cash through the next 13 weeks, jobs or orders by stage, and the checks your own clients ask you for. Tell us the questions and we'll show you what the page would look like.
Evisent Insights is deployed into your own Microsoft tenant, so your financials, clients and projects stay inside your business.
Each system is connected separately, read-only wherever the system allows it, and only once you have approved it.
Each number shows which system it came from and when it was last read, so nobody has to ask where a figure came from.
Pages such as Financials can be kept to directors only.
They work well together, but they are separate products. Insights is sold separately and is not part of Managed IT plans. Evisent Live is included with every Managed IT plan.
Thinking about your IT as well? Managed IT clients get Evisent Live included, and the security score sits on the same page as the business numbers. See Managed IT → · See Evisent Live →
The questions you want answered every week, and the systems the answers live in. We show you a demo company like yours.
The modules, the data sources and any customisation, in writing. We confirm each system can be connected before we quote it.
Deployed into your tenant, one data source at a time, with your approval for each.
Start with the modules that matter most. Add more later, each quoted the same way.
The price depends on the modules you need, how many data sources we connect and how much customisation is involved. Every build is quoted at a fixed fee, in writing, before any work starts. Evisent Insights is sold separately: it is not part of Managed IT plans, and you don't need to be a managed client.
No. Evisent Insights is sold separately and works whoever looks after your IT.
No. Evisent Live, the security view, is included with every Managed IT plan. Evisent Insights is a separate product, quoted at a fixed fee.
Builds start from $4,950 ex GST. The price depends on the modules, how many data sources we connect and how much customisation is involved, and every build is quoted at a fixed fee before any work starts.
In your own Microsoft tenant. Evisent Insights is deployed into your environment, so your business data stays inside your business.
The demo companies draw on systems such as Xero, Xero Practice Manager, Xplan and Microsoft 365. We confirm each of yours on the call and in the quote, and say plainly if one can't be connected.
Yes. Start with the modules that matter most and add more later, each quoted the same way.
They are real screens from demo companies. Every name, client and number in them is made up.
Bring the questions you ask every week. We'll show you a demo company like yours and tell you what yours would take.