White Label AI Analytics Platform for Accounting Firms and Advisors

Pineapple Analyst is the unified intelligence layer for accounting firms and the advisors who serve their clients. Your clients' financials live in QuickBooks, their pipeline in HubSpot, their forecast in a spreadsheet - and you're looking at all of it one client login at a time. We connect it into one place, give you your whole book on a single screen, build a branded dashboard for every client automatically, and deploy an AI analyst your clients can actually talk to. You get the credit, in minutes rather than weeks.

Either way works, and most firms choose to have us do it. The free trial is genuinely free - connect a client, see it live, no card required. But if you're carrying a real book, the value isn't one dashboard, it's a platform built the way your firm actually reports. With white-glove onboarding we build it to your specs, create the connectors and views you need, train your team, and roll your clients out in chunks. The onboarding investment is one time and it covers your entire book - every client you have today and every client you add later. It isn't charged per client, and it isn't charged again when your book grows. Book 15 minutes and we'll scope it against your actual client list.

Four levers. You can raise rates on existing clients, because a live custom dashboard is a different deliverable than a monthly report. You can open a middle tier for price-sensitive clients instead of discounting. You can carry more clients on the same hours, since the reporting builds itself. And clients who log in every week stay longer. Run the numbers against your own book with the calculator higher up this page - every assumption is visible and editable.

Fully customizable, and it's the part no competitor matches. The templates are a starting point, not a ceiling. Want a page built around a client's unit economics, a view that ignores three accounts they never look at, or their forecast sitting alongside actuals with variance flagged? Describe it in plain English and it gets built - then push it to every client it fits with one click. You aren't learning a BI tool or waiting on us, and you aren't rebuilding the same view client by client.

Under 10 minutes per client. Connect their data source and the dashboard plus AI analyst are built and live - no configuration, no chart-of-accounts mapping, no weeks-long implementation. Rolling out your whole book is an afternoon, not a quarter - and with white-glove onboarding, we do that rollout with you in chunks rather than handing you a list. Customizing a view afterward is a sentence, not a project.

Fair question, and the right one to ask. The AI analyst answers from your client's connected data only - it isn't guessing from general knowledge or inventing figures from outside their books. It's built to handle the routine "what happened and why" questions, not to replace your judgment on anything that matters. You control what's published, you see the same dashboard your client sees, and you're still the one in the room for the real decisions.

QuickBooks Online and HubSpot are live out of the box, and Google Sheets is a first-class connector - which matters more than it sounds. Anything a client can export, you can connect, so forecasts, budgets, and one-off operational data get into the same dashboard as the books without waiting on anyone. When you connect Google Sheets, Pineapple Analyst reads only the spreadsheets you choose, read-only, to build your dashboards and reports. We never change your files or use your data to train AI. Xero is available on request - if part or all of your book runs on Xero, tell us on your scoping call and we build it into your onboarding rather than making you wait on a roadmap. Same for any other source your clients use: if it has an API, it's buildable, we quote it upfront as a fixed price, and once it's built it's available for every client on your account at no extra monthly cost.

Accounting and bookkeeping firms carrying roughly 50 to 200 clients, first and foremost - firms big enough that a per-client platform is worth deploying, and already trying to move up the value chain from reporting to advisory. It also fits fractional CFOs and fractional CMOs who deliver analytics as part of their client engagements. In all cases it gives you enterprise-grade analytics infrastructure you can deploy across a book of clients without a data engineering team or a months-long setup process.

A natural language interface built into every client dashboard, and it works in both directions. Your client can ask questions about their business in plain English - "What drove the revenue dip in March?" or "Which customers are most at risk of churning?" - and get instant, data-backed answers. You can use the same analyst to prep before a client meeting, or to ask a question across your entire book at once: "which clients are under three months of runway" returns a ranked answer instead of ten separate client files.

QuickBooks' AI is genuinely good, but it's scoped to whichever single client file you're logged into - there's no way to compare across your book, and nothing you can hand a client as their own portal. BI tools like Tableau, Power BI, and Looker Studio are built for one analyst to build and maintain reports by hand, with no native way to publish a branded dashboard per client. FP&A platforms are architected and priced around a single company's planning cycle, not a portfolio of clients, and are rarely white-labeled. AI chat with a QuickBooks connector is a great personal workflow, but the output lives in your session - there's no way to publish it, combine sources, or let your client ask their own follow-ups. Every one of them was built for someone running one company. Pineapple Analyst is built for someone running a book of them.

No. The client-facing interface is designed for business owners and operators, not data analysts. Clients can explore dashboards visually or ask the AI Analyst questions directly in plain language. No SQL, no pivot tables, no training required.

Yes, and it's included at every tier rather than sold as an add-on. Your logo, your colors, your firm's name. Your clients experience a polished analytics product you delivered to them, not a third-party tool they were handed a login to. They never see our name.

The subscription is per client, and the per-client rate drops as you add more - so the bigger your book, the lower your rate. Plans start with a 14-day free trial and no credit card required. If you go the white-glove route there's a one-time onboarding investment on top, quoted upfront, that covers your whole book rather than being charged per client. See full pricing details, or start free and look around first.

Yes. Data is encrypted in transit and at rest, each client gets their own isolated data warehouse, and tenant isolation is enforced at three independent layers. Your data is never used to train AI models. Full detail - encryption, isolation architecture, what is and isn't sent to the AI, and retention - is on our security page.