SOBI Analytics™

About SOBI Analytics™

SOBI Analytics™ helps finance professionals, business owners, and PE firms move beyond static reports to insights they can act on. We transform fragmented data into focused financial intelligence, equipping professionals to lead with confidence, forecast with precision, and deliver measurable business impact. For CAS and CAAS firms, SOBI Analytics enables scalable advisory by automating reporting, packaging insights in client-ready dashboards, and creating repeatable workflows. For SMBs, it provides CFO-level visibility without the headcount, helping founders and operators make faster, smarter decisions on growth, hiring, and cash flow. For Private Equity, SOBI Analytics standardizes portfolio reporting, benchmarks KPIs across holdings, and accelerates value creation. SOBI Analytics delivers: • Real-time dashboards that replace spreadsheet-heavy workflows • Plug-and-play forecasting and scenario planning for client, board, or investor conversations • A pre-built library of financial and non-financial Key Performance Indicators and benchmarks • Advisory-ready insights that strengthen client relationships and retention • AI-supported prescriptive guidance explaining what happened in the company, why it happened, and the options available to either correct or replicate it • Portfolio-wide visibility with standardized reporting and benchmarks • Simple setup with guided workflows, no data analyst required Unlike generic BI tools, SOBI Analytics is purpose-built for accountants, SMB leaders, and PE operators who need clarity, foresight, and confidence in high-stakes decisions. Sharper Insights. Smarter Decisions.

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