Accounting firms
Draft advisory KPI reports
Advisory reports usually slows down when ledgers, payroll reports, AR aging, sales dashboards, and prior advisory notes do not tell the same story, or when a client reporting period closes or an advisory meeting is scheduled. Imagine keeps those sources in view, prepares a KPI report draft, variance notes, and meeting talking points, and separates the ready work from the judgment calls. After review, the approved update goes back to the reporting workspace and client presentation, so advisory conversations start from current numbers and useful commentary.
The manual reality today
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01
Too many tabs before advisory reports can move
ledgers, payroll reports, AR aging, sales dashboards, and prior advisory notes each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Advisory reports can stall until someone notices
When a client reporting period closes or an advisory meeting is scheduled, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The advisory reports history is hard to defend
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Read the advisory reports signals
Imagine watches ledgers, payroll reports, AR aging, sales dashboards, and prior advisory notes for new activity, stale items, and changes that affect the work.
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02
Separate routine advisory reports work from judgment
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Draft the next advisory reports touch
Imagine drafts a KPI report draft, variance notes, and meeting talking points using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Write the advisory reports result back
After review, approved actions are recorded in the reporting workspace and client presentation with the context, approver, and timestamp preserved.
Works with the tools you already run
- Fathom
- Jirav
- QuickBooks Online
- Xero
- Gusto
- Google Slides
What changes
Decisions around advisory reports surface sooner
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Advisory reports communication feels less random
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
The advisory reports record is easier to explain
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle advisory reports?
Imagine watches ledgers, payroll reports, AR aging, sales dashboards, and prior advisory notes, spots when a client reporting period closes or an advisory meeting is scheduled, and prepares a KPI report draft, variance notes, and meeting talking points for review. Approved actions sync back to the reporting workspace and client presentation with the supporting context attached.
What parts of advisory reports can stay manual?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the reporting workspace and client presentation is updated.
Which tools feed advisory reports?
This workflow can connect to systems such as Fathom, Jirav, QuickBooks Online, Xero, Gusto, Google Slides. Imagine works on top of those tools instead of replacing the system of record.
How does advisory reports feel different?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so advisory conversations start from current numbers and useful commentary.